JPMorgan Chase & Co. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| LoCorr Strategic Allocation Fund LoCorr Investment Trust | — | $708.3K | 0.73% | 2,408 NS | $96.68M | FIGI |
| LoCorr Dynamic Opportunity Fund LoCorr Investment Trust | — | $706.3K | 2.36% | 2,401 NS | $29.95M | FIGI |
| Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | — | $695.1K | 1.55% | 2,363 NS | $44.87M | FIGI |
| Dow Jones Industrial Average Fund Rydex Series Funds | — | $689.8K | 3.57% | 2,345 NS | $19.35M | FIGI |
| AXS FTSE Venture Capital Return Tracker Fund INVESTMENT MANAGERS SERIES TRUST II | — | $681.9K | 0.96% | 2,318 NS | $71.23M | FIGI |
| First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI | DVLU | $651.9K | 1.59% | 2,216 NS | $41.07M | FIGI |
| Buffalo Blue Chip Growth Fund Buffalo Funds | — | $632.4K | 0.40% | 2,150 NS | $159.02M | FIGI |
| T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | TFNS | $620.4K | 4.94% | 2,109 NS | $12.56M | FIGI |
| Swan Enhanced Dividend Income ETF NORTHERN LIGHTS FUND TRUST III | SCLZ | $607.1K | 3.61% | 2,064 NS | $16.82M | FIGI |
| AdvisorShares Gerber Kawasaki ETF AdvisorShares Trust | GK | $598.9K | 2.34% | 2,036 NS | $25.60M | FIGI |
| NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | — | $597.1K | 0.70% | 2,030 NS | $85.92M | FIGI |
| Guardian Diversified Research VIP Fund Guardian Variable Products Trust | — | $591.8K | 0.64% | 2,012 NS | $92.76M | FIGI |
| JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS | — | $588.3K | 2.07% | 2,000 NS | $28.38M | FIGI |
| Meridian Hedged Equity Fund Meridian Fund Inc | — | $588.3K | 1.74% | 2,000 NS | $33.74M | FIGI |
| CRAWFORD LARGE CAP DIVIDEND FUND Unified Series Trust | — | $588.3K | 1.03% | 2,000 NS | $56.85M | FIGI |
| Touchstone ETF Trust-Touchstone Dividend Sele… Touchstone ETF Trust | DVND | $587.7K | 1.51% | 1,998 NS | $38.89M | FIGI |
| NAA LARGE CAP VALUE FUND New Age Alpha Funds Trust | — | $587.1K | 0.88% | 1,996 NS | $66.73M | FIGI |
| FT Vest Hedged Equity Income Fund: Series B1 — | — | $586.6K | 1.70% | 1,994 NS | $34.54M | FIGI |
| MFS Global Tactical Allocation Portfolio MFS VARIABLE INSURANCE TRUST II | — | $574.5K | 0.18% | 1,953 NS | $321.14M | FIGI |
| Thornburg Summit Fund THORNBURG INVESTMENT TRUST | — | $573.3K | 0.54% | 1,949 NS | $105.66M | FIGI |
| Unusual Whales Subversive Democratic Trading … Tidal Trust I | NANC | $548.3K | 0.23% | 1,864 NS | $238.88M | FIGI |
| Fulcrum Diversified Absolute Return Fund Northern Lights Fund Trust IV | — | $547.1K | 0.18% | 1,860 NS | $304.07M | FIGI |
| Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | — | $541.5K | 0.83% | 1,841 NS | $65.01M | FIGI |
| Siren NexGen Economy ETF Siren ETF Trust | — | $540.4K | 1.87% | 1,837 NS | $28.90M | FIGI |
| FT Vest Hedged Equity Income Fund: Series A4 — | — | $540.1K | 1.64% | 1,836 NS | $32.90M | FIGI |
| Calamos Growth & Income Portfolio CALAMOS ADVISORS TRUST/IL | — | $533.9K | 1.69% | 1,815 NS | $31.51M | FIGI |
| PROFUND VP LARGE CAP GROWTH ProFunds | — | $528.3K | 1.91% | 1,796 NS | $27.64M | FIGI |
| Calvert US Large-Cap Diversity, Equity and In… Morgan Stanley ETF Trust | CDEI | $523.6K | 3.38% | 1,780 NS | $15.50M | FIGI |
| FT Vest Total Return Income Fund: Series A2 — | — | $498.3K | 1.69% | 1,694 NS | $29.54M | FIGI |
| PROFUND VP BULL ProFunds | — | $477.4K | 1.13% | 1,623 NS | $42.36M | FIGI |
| Manor Fund MANOR INVESTMENT FUNDS INC | — | $454.2K | 4.15% | 1,544 NS | $10.95M | FIGI |
| VanEck Social Sentiment ETF VanEck ETF Trust | BUZZ | $444.5K | 0.51% | 1,511 NS | $86.33M | FIGI |
| AdvisorShares Insider Advantage ETF AdvisorShares Trust | SURE | $438.3K | 0.91% | 1,490 NS | $48.36M | FIGI |
| Principal Value ETF Principal Exchange-Traded Funds | PY | $408.6K | 0.21% | 1,389 NS | $198.30M | FIGI |
| iShares S&P 500 3% Capped ETF iShares Trust | TOPC | $405.4K | 1.69% | 1,378 NS | $24.02M | FIGI |
| Natixis Vaughan Nelson Select ETF Natixis ETF Trust II | VNSE | $400.1K | 3.23% | 1,360 NS | $12.38M | FIGI |
| Parametric Equity Plus ETF Morgan Stanley ETF Trust | PEPS | $396.2K | 1.66% | 1,347 NS | $23.80M | FIGI |
| Anydrus Advantage ETF Collaborative Investment Series Trust | NDOW | $390.6K | 0.66% | 1,328 NS | $59.60M | FIGI |
| iMGP Berkshire Dividend Growth ETF LITMAN GREGORY FUNDS TRUST | BDVG | $382.1K | 4.17% | 1,299 NS | $9.16M | FIGI |
| TETON Westwood Balanced Fund Teton Westwood Funds | — | $380.6K | 1.26% | 1,294 NS | $30.17M | FIGI |
| NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | SPYH | $374.8K | 1.45% | 1,274 NS | $25.79M | FIGI |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND IN… | — | $365.3K | 0.48% | 1,242 NS | $76.69M | FIGI |
| Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II | — | $354.5K | 0.37% | 1,205 NS | $95.45M | FIGI |
| Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series | — | $350.1K | 0.37% | 1,190 NS | $94.33M | FIGI |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | XSPI | $338.3K | 1.51% | 1,150 NS | $22.43M | FIGI |
| State Street U.S. Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $336.8K | 1.89% | 1,145 NS | $17.80M | FIGI |
| FT Vest Total Return Income Fund: Series A3 — | — | $326.8K | 1.66% | 1,111 NS | $19.63M | FIGI |
| FT Vest Hedged Equity Income Fund: Series B2 — | — | $320.6K | 1.64% | 1,090 NS | $19.54M | FIGI |
| Destra Multi-Alternative Fund — | — | $316.8K | 0.37% | 1,077 NS | $86.05M | FIGI |
| Sit ESG Growth Fund SIT MUTUAL FUNDS INC | — | $316.2K | 2.40% | 1,075 NS | $13.18M | FIGI |