JPMorgan Chase & Co. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Columbia Variable Portfolio - Balanced Fund Columbia Funds Variable Series Trust II | — | $10.19M | 0.64% | 34,628 NS | $1.60B | FIGI |
| GuideMark Large Cap Core Fund GPS Funds I | — | $10.12M | 1.39% | 34,407 NS | $727.26M | FIGI |
| First Trust Dow 30 Equal Weight ETF First Trust Exchange-Traded Fund | EDOW | $10.07M | 3.49% | 34,250 NS | $288.31M | FIGI |
| MML Fundamental Equity Fund MML SERIES INVESTMENT FUND | — | $10.04M | 3.04% | 34,119 NS | $329.98M | FIGI |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | — | $9.99M | 0.04% | 33,975 NS | $26.28B | FIGI |
| Goldman Sachs Variable Insurance Trust Large … Goldman Sachs Variable Insurance Trust | — | $9.92M | 3.88% | 33,712 NS | $255.60M | FIGI |
| 1919 Financial Services Fund Advisor Managed Portfolios | — | $9.91M | 10.43% | 33,696 NS | $95.03M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $9.89M | 1.13% | 33,608 NS | $876.76M | FIGI |
| Boston Trust Walden Equity Fund Boston Trust Walden Funds | — | $9.83M | 4.95% | 33,415 NS | $198.75M | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $9.80M | 1.36% | 33,325 NS | $722.25M | FIGI |
| T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. | TVAL | $9.80M | 1.61% | 33,300 NS | $609.40M | FIGI |
| State Farm Growth Fund Advisers Investment Trust | — | $9.78M | 0.11% | 33,250 NS | $8.92B | FIGI |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | — | $9.75M | 0.84% | 33,130 NS | $1.16B | FIGI |
| iShares ESG Select Screened S&P 500 ETF iShares Trust | XVV | $9.71M | 1.59% | 33,017 NS | $611.19M | FIGI |
| BlackRock Advantage Global Fund, Inc. BlackRock Advantage Global Fund, Inc. | — | $9.70M | 1.78% | 32,975 NS | $543.89M | FIGI |
| Transamerica Janus Balanced VP TRANSAMERICA SERIES TRUST | — | $9.56M | 1.25% | 32,509 NS | $766.70M | FIGI |
| Virtus Ceredex Large-Cap Value Equity Fund Virtus Asset Trust | — | $9.35M | 3.68% | 31,783 NS | $253.71M | FIGI |
| Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust | — | $9.21M | 0.27% | 31,308 NS | $3.41B | FIGI |
| Global Atlantic BlackRock Disciplined Core Po… Forethought Variable Insurance Trust | — | $9.02M | 1.46% | 30,676 NS | $619.58M | FIGI |
| MML Equity Index Fund MML SERIES INVESTMENT FUND | — | $9.02M | 1.40% | 30,670 NS | $643.40M | FIGI |
| AZL Fidelity Institutional Asset Management M… Allianz Variable Insurance Products Trust | — | $8.92M | 0.71% | 30,314 NS | $1.26B | FIGI |
| Victory RS Large Cap Alpha Fund Victory Portfolios | — | $8.88M | 1.65% | 30,200 NS | $538.22M | FIGI |
| M Large Cap Value Fund M FUND INC | — | $8.88M | 4.62% | 30,200 NS | $192.40M | FIGI |
| AAMA EQUITY FUND Asset Management Fund | — | $8.85M | 2.37% | 30,100 NS | $373.51M | FIGI |
| Eaton Vance Tax-Managed Buy-Write Income Fund — | — | $8.85M | 1.91% | 30,084 NS | $463.09M | FIGI |
| Nuveen Multi-Asset Income Fund — | — | $8.85M | 1.93% | 30,083 NS | $458.23M | FIGI |
| UBS US Dividend Ruler Fund UBS FUNDS | — | $8.77M | 3.97% | 29,823 NS | $221.23M | FIGI |
| Victory Multi-Cap Fund Victory Portfolios | — | $8.74M | 1.73% | 29,700 NS | $505.89M | FIGI |
| MFS Research Series MFS VARIABLE INSURANCE TRUST | — | $8.70M | 2.47% | 29,566 NS | $352.27M | FIGI |
| iShares U.S. Large Cap Premium Income Active … BlackRock ETF Trust | — | $8.66M | 1.02% | 29,424 NS | $849.78M | FIGI |
| LVIP American Century Disciplined Core Value … LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $8.62M | 3.48% | 29,291 NS | $247.84M | FIGI |
| Advisors Capital Total Return - Equity Fund NEIMAN FUNDS | — | $8.53M | 2.69% | 29,000 NS | $317.56M | FIGI |
| VALUE EQUITY FUND GuideStone Funds | — | $8.52M | 1.06% | 28,964 NS | $804.16M | FIGI |
| Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | — | $8.49M | 0.43% | 28,869 NS | $1.98B | FIGI |
| Goldman Sachs Variable Insurance Trust U.S. E… Goldman Sachs Variable Insurance Trust | — | $8.43M | 2.47% | 28,661 NS | $341.20M | FIGI |
| JNL/Mellon World Index Fund JNL Series Trust | — | $8.43M | 1.00% | 28,649 NS | $843.30M | FIGI |
| Capital Advisors Growth Fund Advisors Series Trust | — | $8.41M | 5.68% | 28,575 NS | $147.96M | FIGI |
| Gotham Enhanced 500 ETF Tidal Trust I | GSPY | $8.35M | 1.34% | 28,393 NS | $625.14M | FIGI |
| WesMark Large Company Fund WesMark Funds | — | $8.27M | 2.67% | 28,130 NS | $309.92M | FIGI |
| State Street(R) SPDR(R) S&P(R) 1500 Value Til… SPDR SERIES TRUST | VLU | $8.22M | 1.32% | 27,949 NS | $621.35M | FIGI |
| Gabelli Equity Trust Inc — | — | $8.12M | 0.47% | 27,600 NS | $1.73B | FIGI |
| JAMES BALANCED: GOLDEN RAINBOW FUND JAMES ADVANTAGE FUNDS | — | $8.10M | 2.00% | 27,545 NS | $404.63M | FIGI |
| Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. | — | $8.09M | 1.93% | 27,500 NS | $418.59M | FIGI |
| State Street(R) SPDR(R) MSCI USA Gender Diver… SPDR SERIES TRUST | SHE | $8.04M | 2.99% | 27,346 NS | $268.70M | FIGI |
| AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | — | $7.95M | 0.49% | 27,036 NS | $1.64B | FIGI |
| NYLIM VP MFS Research Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $7.94M | 2.48% | 27,002 NS | $320.51M | FIGI |
| Eaton Vance Tax-Managed Global Buy-Write Oppo… — | — | $7.90M | 0.74% | 26,870 NS | $1.07B | FIGI |
| JNL S&P 500 Index Fund JNL Series Trust | — | $7.72M | 1.40% | 26,240 NS | $550.21M | FIGI |
| TRI-CONTINENTAL Corp — | — | $7.65M | 0.40% | 26,000 NS | $1.89B | FIGI |
| Fundamental Large Cap Value Trust John Hancock Variable Insurance Trust | — | $7.65M | 0.95% | 25,992 NS | $808.01M | FIGI |