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JPM · Jpmorgan Chase & Co · Held by Funds

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$333.40 +1.02 (+0.31%) At close · Oct 5
S&P 500 member Russell 1000 member Dow 30 member Rebalance outlook locked
Market Cap
$911.92B
Shares
2.66B
Volume · Oct 5 5.36M Avg daily vol (3M) 7.66M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding JPM

1,741 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 78,532,263 $25,705,965,648 1.12%
VANGUARD 500 INDEX FUND 64,114,615 $20,986,636,928 1.26%
iShares Core S&P 500 ETF 36,858,212 $12,064,798,534 1.36%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 32,471,313 $10,628,834,884 1.36%
Fidelity 500 Index Fund 34,503,332 $10,327,192,301 1.24%
VANGUARD VALUE INDEX FUND 23,762,607 $7,778,214,149 3.06%
State Street(R) Financial Select Sector SPDR(R) ETF 18,123,750 $5,932,447,088 11.55%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 15,160,531 $5,333,323,200 4.07%
VANGUARD INSTITUTIONAL INDEX FUND 13,410,372 $4,389,617,067 1.25%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 10,766,183 $3,787,435,518 3.82%
Washington Mutual Investors Fund 9,051,903 $3,184,368,956 1.46%
American Mutual Fund 7,436,460 $2,616,072,263 2.22%
MFS Value Fund 7,311,533 $2,188,414,942 4.28%
Schwab S&P 500 Index Fund 5,984,889 $2,105,424,101 1.46%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 6,390,381 $2,091,763,413 1.36%
iShares Russell 1000 Value ETF 5,971,846 $1,954,764,351 2.45%
Investment Co of America 5,743,823 $1,880,125,583 1.02%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 5,116,762 $1,800,025,704 3.98%
Columbia Dividend Income Fund 5,948,027 $1,780,303,961 3.77%
Capital Income Builder 4,337,178 $1,525,775,849 1.17%
Fidelity Total Market Index Fund 5,096,435 $1,525,413,960 1.10%
iShares U.S. Equity Factor Rotation Active ETF 4,230,260 $1,488,163,165 3.85%
THE U.S. LARGE CAP VALUE SERIES 4,061,499 $1,428,794,733 4.63%
iShares Core Dividend Growth ETF 3,847,384 $1,353,471,217 3.16%
Income Fund of America 3,669,626 $1,290,937,731 0.87%
College Retirement Equities Fund - Total Global Stock Account 3,887,281 $1,272,423,690 0.88%
iShares S&P 500 Growth ETF 3,846,583 $1,259,102,013 1.68%
Fidelity Series Total Market Index Fund 4,116,425 $1,232,087,167 1.10%
VANGUARD FINANCIALS INDEX FUND 4,112,340 $1,230,864,485 9.15%
T. Rowe Price Value Fund, Inc. 3,495,455 $1,144,167,285 3.37%
iShares Core S&P Total U.S. Stock Market ETF 3,446,739 $1,128,221,077 1.20%
Franklin Rising Dividends Fund 3,255,000 $1,065,459,150 3.89%
American Balanced Fund 3,025,974 $990,492,069 0.34%
VANGUARD LARGE-CAP INDEX FUND 2,908,851 $952,154,198 1.29%
Fidelity Contrafund 2,862,231 $936,894,073 0.52%
American Funds Fundamental Investors 2,770,991 $907,028,484 0.50%
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF 2,719,379 $890,134,328 1.68%
Schwab U.S. Large-Cap ETF 2,863,106 $856,956,257 1.18%
S&P 500 Index Master Portfolio 2,451,525 $802,457,678 1.34%
VANGUARD TOTAL WORLD STOCK INDEX FUND 2,265,855 $797,105,130 0.81%
Nuveen Equity Index Fund 2,222,202 $781,748,442 1.30%
Disciplined Value Fund 2,372,092 $776,456,874 3.97%
VANGUARD EQUITY INCOME FUND 2,315,166 $757,823,287 1.16%
VANGUARD PRIMECAP FUND 2,295,400 $751,353,282 0.78%
T. Rowe Price Dividend Growth Fund, Inc. 2,273,291 $744,116,343 3.14%
U.S. CORE EQUITY 1 PORTFOLIO 2,017,907 $709,879,504 1.72%
Dimensional U.S. Marketwide Value ETF 1,971,773 $693,650,024 4.50%
Capital Group Dividend Value ETF 2,226,164 $666,313,147 1.89%
Strategic Advisers U.S. Total Stock Fund 2,150,870 $643,776,900 0.65%
VANGUARD DIVIDEND GROWTH FUND 1,829,631 $643,645,889 1.81%
Showing 1–50 of 1,741 positions
Key facts CIK 19617 CUSIP 46625H100 13F (30d) 159 filings 88 filers Visit website Investor relations