JPM
Jpmorgan Chase & CoCompany with tickers: JPM, JPM-PC, JPM-PD, AMJB, JPM-PJ, JPM-PK, JPM-PL, JPM-PM, VYLD
Market Cap
$881.69B
Shares Outstanding
2,679,511,418
CIK
19617
CUSIP
46625H100
13F Activity (30d)
182 filings
58 filers
Website
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Investor Relations
Investor relations
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding JPM
1,503 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 80,758,854 | $23,756,024,493 | 1.19% | Long | 2026-03-31 | |
| VANGUARD 500 INDEX FUND | — | 64,607,606 | $19,004,973,381 | 1.34% | Long | 2026-03-31 | |
| Fidelity 500 Index Fund | — | 34,644,192 | $10,403,650,858 | 1.39% | Long | 2026-02-28 | |
| iShares Core S&P 500 ETF | — | 34,676,166 | $10,200,340,991 | 1.42% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 31,408,944 | $9,239,254,967 | 1.42% | Long | 2026-03-31 | |
| VANGUARD VALUE INDEX FUND | — | 23,269,643 | $6,844,998,185 | 3.03% | Long | 2026-03-31 | |
| State Street(R) Financial Select Sector SPDR(R) ETF | — | 18,265,999 | $5,373,126,266 | 11.24% | Long | 2026-03-31 | |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | — | 14,280,070 | $4,472,946,326 | 3.59% | Long | 2026-04-30 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 14,334,973 | $4,216,775,658 | 1.34% | Long | 2026-03-31 | |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | — | 10,101,743 | $3,164,168,960 | 3.34% | Long | 2026-04-30 | |
| Washington Mutual Investors Fund | — | 9,876,276 | $3,093,545,931 | 1.44% | Long | 2026-04-30 | |
| MFS Value Fund | — | 7,926,039 | $2,380,189,512 | 4.25% | Long | 2026-02-28 | |
| American Mutual Fund | — | 7,199,002 | $2,254,943,396 | 1.96% | Long | 2026-04-30 | |
| Schwab S&P 500 Index Fund | — | 5,981,258 | $1,873,509,443 | 1.36% | Long | 2026-04-30 | |
| iShares Russell 1000 Value ETF | — | 6,238,632 | $1,835,155,989 | 2.63% | Long | 2026-03-31 | |
| Columbia Dividend Income Fund | — | 6,005,250 | $1,803,376,575 | 3.78% | Long | 2026-02-28 | |
| Investment Co of America | — | 5,979,153 | $1,758,827,646 | 1.06% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | — | 5,668,420 | $1,667,422,427 | 1.42% | Long | 2026-03-31 | |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | 5,295,347 | $1,658,661,541 | 3.88% | Long | 2026-04-30 | |
| Fidelity Total Market Index Fund | — | 5,089,886 | $1,528,492,766 | 1.23% | Long | 2026-02-28 | |
| Capital Income Builder | — | 4,686,030 | $1,467,805,177 | 1.16% | Long | 2026-04-30 | |
| Fidelity Contrafund | — | 4,654,556 | $1,369,184,193 | 0.87% | Long | 2026-03-31 | |
| THE U.S. LARGE CAP VALUE SERIES | — | 4,197,381 | $1,314,745,651 | 4.47% | Long | 2026-04-30 | |
| VANGUARD FINANCIALS INDEX FUND | — | 4,308,963 | $1,293,981,589 | 9.30% | Long | 2026-02-28 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 4,165,566 | $1,225,342,895 | 0.95% | Long | 2026-03-31 | |
| iShares U.S. Equity Factor Rotation Active ETF | — | 3,870,178 | $1,212,255,855 | 3.57% | Long | 2026-04-30 | |
| Fidelity Series Total Market Index Fund | — | 4,030,727 | $1,210,427,318 | 1.23% | Long | 2026-02-28 | |
| iShares Core Dividend Growth ETF | — | 3,852,941 | $1,206,856,709 | 3.04% | Long | 2026-04-30 | |
| Income Fund of America | — | 3,669,626 | $1,149,436,952 | 0.78% | Long | 2026-04-30 | |
| iShares S&P 500 Growth ETF | — | 3,852,865 | $1,133,358,768 | 1.86% | Long | 2026-03-31 | |
| T. Rowe Price Value Fund, Inc. | — | 3,523,359 | $1,036,431,283 | 3.25% | Long | 2026-03-31 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 3,387,468 | $996,457,587 | 1.25% | Long | 2026-03-31 | |
| Franklin Rising Dividends Fund | — | 3,255,000 | $957,490,800 | 3.71% | Long | 2026-03-31 | |
| American Balanced Fund | — | 3,193,866 | $939,507,623 | 0.36% | Long | 2026-03-31 | |
| VANGUARD LARGE-CAP INDEX FUND | — | 2,956,696 | $869,741,695 | 1.36% | Long | 2026-03-31 | |
| Schwab U.S. Large-Cap ETF | — | 2,804,983 | $842,336,395 | 1.31% | Long | 2026-02-28 | |
| Fidelity Magellan Fund | — | 2,816,800 | $828,589,888 | 2.51% | Long | 2026-03-31 | |
| American Funds Fundamental Investors | — | 2,770,991 | $815,114,713 | 0.53% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | — | 2,633,374 | $774,633,296 | 1.86% | Long | 2026-03-31 | |
| S&P 500 Index Master Portfolio | — | 2,457,156 | $722,797,009 | 1.39% | Long | 2026-03-31 | |
| Nuveen Equity Index Fund | — | 2,278,048 | $713,552,975 | 1.21% | Long | 2026-04-30 | |
| Disciplined Value Fund | — | 2,372,092 | $697,774,583 | 4.10% | Long | 2026-03-31 | |
| iShares MSCI USA Momentum Factor ETF | — | 2,214,366 | $693,605,862 | 2.87% | Long | 2026-04-30 | |
| T. Rowe Price Dividend Growth Fund, Inc. | — | 2,357,320 | $693,429,251 | 3.06% | Long | 2026-03-31 | |
| Invesco S&P 500 Momentum ETF | — | 2,301,428 | $691,118,828 | 5.14% | Long | 2026-02-28 | |
| Strategic Advisers U.S. Total Stock Fund | — | 2,281,208 | $685,046,762 | 0.74% | Long | 2026-02-28 | |
| VANGUARD PRIMECAP FUND | — | 2,310,300 | $679,597,848 | 0.94% | Long | 2026-03-31 | |
| VANGUARD EQUITY INCOME FUND | — | 2,275,933 | $669,488,451 | 1.07% | Long | 2026-03-31 | |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | — | 2,042,346 | $639,724,038 | 0.71% | Long | 2026-04-30 | |
| Growth-Income Fund | — | 2,152,521 | $633,185,577 | 1.55% | Long | 2026-03-31 |
Showing 1–50 of 1,503 positions