As of the latest SEC filings, JPMORGAN CHASE & CO (JPM) is held by 1,796 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $23,756,024,492.64 in market value, representing 1.19% of its portfolio.
Funds holding JPMORGAN CHASE & CO (JPM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- JPM
- CIK:
- 0000019617
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 1.19% | $23,756,024,492.64 | 80,758,854 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 1.34% | $19,004,973,380.96 | 64,607,606 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 1.39% | $10,403,650,857.60 | 34,644,192 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 1.42% | $10,200,340,990.56 | 34,676,166 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 1.42% | $9,239,254,967.04 | 31,408,944 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 3.03% | $6,844,998,184.88 | 23,269,643 | Mar 31, 2026 | May 28, 2026 |
|
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 11.24% | $5,373,126,265.84 | 18,265,999 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 3.59% | $4,472,946,326.10 | 14,280,070 | Apr 30, 2026 | Jun 26, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 1.34% | $4,216,775,657.68 | 14,334,973 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 3.34% | $3,164,168,959.89 | 10,101,743 | Apr 30, 2026 | Jun 26, 2026 |
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 1.44% | $3,093,545,931.48 | 9,876,276 | Apr 30, 2026 | Jun 26, 2026 |
|
MEICX
MFS Value Fund
|
MF | Independent / Boutique | 4.25% | $2,380,189,511.70 | 7,926,039 | Feb 28, 2026 | Apr 24, 2026 |
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 1.96% | $2,254,943,396.46 | 7,199,002 | Apr 30, 2026 | Jun 26, 2026 |
|
SWPPX
Schwab S&P 500 Index Fund
|
MF | Charles Schwab | 1.36% | $1,873,509,443.34 | 5,981,258 | Apr 30, 2026 | Jun 25, 2026 |
|
IWD
iShares Russell 1000 Value ETF
|
ETF | BlackRock / iShares | 2.63% | $1,835,155,989.12 | 6,238,632 | Mar 31, 2026 | May 22, 2026 |
|
LBSAX
Columbia Dividend Income Fund
|
MF | Columbia Threadneedle | 3.78% | $1,803,376,575.00 | 6,005,250 | Feb 28, 2026 | Apr 27, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 1.06% | $1,758,827,646.48 | 5,979,153 | Mar 31, 2026 | May 28, 2026 |
|
SPLG
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
ETF | State Street (SPDR) | 1.42% | $1,667,422,427.20 | 5,668,420 | Mar 31, 2026 | May 28, 2026 |
|
DIA
SPDR Dow Jones Industrial Average ETF Trust
|
ETF | State Street (SPDR) | 3.88% | $1,658,661,540.81 | 5,295,347 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 1.23% | $1,528,492,765.80 | 5,089,886 | Feb 28, 2026 | Apr 24, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 1.16% | $1,467,805,176.90 | 4,686,030 | Apr 30, 2026 | Jun 26, 2026 |
|
FCNTX
Fidelity Contrafund
|
MF | Fidelity | 0.87% | $1,369,184,192.96 | 4,654,556 | Mar 31, 2026 | May 26, 2026 |
|
DFLVX
THE U.S. LARGE CAP VALUE SERIES
|
MF | Dimensional Fund Advisors | 4.47% | $1,314,745,650.63 | 4,197,381 | Apr 30, 2026 | Jun 24, 2026 |
|
VFAIX
VANGUARD FINANCIALS INDEX FUND
|
ETF | Vanguard | 9.30% | $1,293,981,588.90 | 4,308,963 | Feb 28, 2026 | Apr 28, 2026 |
|
DYNF
iShares U.S. Equity Factor Rotation Active ETF
|
ETF | BlackRock / iShares | 3.57% | $1,212,255,854.94 | 3,870,178 | Apr 30, 2026 | Jun 25, 2026 |
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