JPMorgan Chase & Co. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VIP Index 500 Portfolio Variable Insurance Products Fund II | — | $250.31M | 1.42% | 850,937 NS | $17.64B | FIGI |
| Stock Index Fund Northern Funds | — | $232.30M | 1.40% | 789,702 NS | $16.63B | FIGI |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | — | $225.93M | 1.41% | 768,067 NS | $15.97B | FIGI |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | — | $217.92M | 3.19% | 740,834 NS | $6.84B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $216.80M | 1.27% | 737,016 NS | $17.05B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $213.76M | 0.89% | 726,678 NS | $24.08B | FIGI |
| Franklin Mutual Shares Fund Franklin Mutual Series Funds | — | $213.18M | 3.19% | 724,702 NS | $6.69B | FIGI |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, … | — | $209.57M | 1.34% | 712,426 NS | $15.64B | FIGI |
| ClearBridge Dividend Strategy Fund Legg Mason Partners Investment Trust | — | $203.50M | 2.33% | 691,790 NS | $8.74B | FIGI |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | — | $199.04M | 0.85% | 676,632 NS | $23.49B | FIGI |
| Mairs & Power Growth Fund Trust for Professional Managers | — | $198.96M | 3.97% | 676,376 NS | $5.01B | FIGI |
| College Retirement Equities Fund - Responsibl… College Retirement Equities Fund | — | $195.19M | 0.95% | 663,549 NS | $20.53B | FIGI |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | — | $190.03M | 1.40% | 645,998 NS | $13.54B | FIGI |
| Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND | — | $187.25M | 2.46% | 636,569 NS | $7.62B | FIGI |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | DLN | $185.87M | 3.29% | 631,882 NS | $5.65B | FIGI |
| MFS Research Fund MFS Series Trust V | — | $182.18M | 2.49% | 619,334 NS | $7.33B | FIGI |
| JPMorgan Equity Index Fund JPMorgan Trust II | — | $175.24M | 1.41% | 595,747 NS | $12.42B | FIGI |
| Equity Income Fund American Century Capital Portfolios, Inc. | — | $172.41M | 2.74% | 586,112 NS | $6.30B | FIGI |
| iShares Global 100 ETF iShares Trust | IOO | $172.22M | 2.27% | 585,463 NS | $7.59B | FIGI |
| Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST | — | $170.61M | 2.70% | 579,989 NS | $6.31B | FIGI |
| Parnassus Value Equity Fund Parnassus Funds | — | $168.32M | 3.65% | 572,217 NS | $4.61B | FIGI |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $168.09M | 1.41% | 571,440 NS | $11.94B | FIGI |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $167.48M | 1.34% | 569,352 NS | $12.53B | FIGI |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | — | $165.92M | 1.46% | 564,061 NS | $11.40B | FIGI |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | — | $164.28M | 1.40% | 558,475 NS | $11.69B | FIGI |
| 500 Index Trust John Hancock Variable Insurance Trust | — | $162.41M | 1.40% | 552,117 NS | $11.62B | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $160.20M | 0.62% | 544,601 NS | $25.99B | FIGI |
| Franklin Mutual Beacon Fund Franklin Mutual Series Funds | — | $154.06M | 4.56% | 523,715 NS | $3.38B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $153.55M | 1.31% | 521,994 NS | $11.74B | FIGI |
| TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio | — | $151.38M | 2.44% | 514,622 NS | $6.19B | FIGI |
| Gateway Fund Gateway Trust | — | $149.23M | 2.15% | 507,312 NS | $6.93B | FIGI |
| JNL/Mellon Financial Sector Fund JNL Series Trust | — | $141.08M | 10.43% | 479,600 NS | $1.35B | FIGI |
| Putnam Sustainable Leaders Fund Putnam Sustainable Leaders Fund | — | $139.73M | 2.34% | 475,020 NS | $5.97B | FIGI |
| PSF PGIM Jennison Blend Portfolio Prudential Series Fund | — | $135.86M | 1.83% | 461,873 NS | $7.42B | FIGI |
| JNL/T. Rowe Price Value Fund JNL Series Trust | — | $134.96M | 3.29% | 458,813 NS | $4.10B | FIGI |
| PSF Stock Index Portfolio Prudential Series Fund | — | $134.22M | 1.36% | 456,295 NS | $9.85B | FIGI |
| DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | — | $132.40M | 3.03% | 450,095 NS | $4.37B | FIGI |
| iShares Russell Top 200 Value ETF iShares Trust | IWX | $132.32M | 3.89% | 449,820 NS | $3.41B | FIGI |
| Principal U.S. Mega-Cap ETF Principal Exchange-Traded Funds | USMC | $131.61M | 4.56% | 447,407 NS | $2.89B | FIGI |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | — | $128.64M | 1.40% | 437,327 NS | $9.17B | FIGI |
| Janus Henderson Balanced Portfolio JANUS ASPEN SERIES | — | $123.92M | 1.43% | 421,274 NS | $8.68B | FIGI |
| JNL/Newton Equity Income Fund JNL Series Trust | — | $121.34M | 3.04% | 412,489 NS | $4.00B | FIGI |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | — | $120.87M | 1.40% | 410,901 NS | $8.66B | FIGI |
| Franklin Income Fund Franklin Custodian Funds | — | $117.66M | 0.15% | 400,000 NS | $78.63B | FIGI |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | SPYI | $117.34M | 1.44% | 398,905 NS | $8.12B | FIGI |
| Franklin Mutual Global Discovery Fund Franklin Mutual Series Funds | — | $114.22M | 1.27% | 388,287 NS | $8.98B | FIGI |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | — | $113.62M | 0.85% | 386,261 NS | $13.38B | FIGI |
| MFS Value Portfolio Brighthouse Funds Trust II | — | $111.42M | 4.42% | 378,788 NS | $2.52B | FIGI |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | FELC | $105.12M | 1.66% | 357,365 NS | $6.35B | FIGI |
| ELFUN TRUSTS ELFUN TRUSTS | — | $104.14M | 2.50% | 354,038 NS | $4.17B | FIGI |