JPMorgan Chase & Co. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $23.76B | 1.19% | 80,758,854 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $19.00B | 1.34% | 64,607,606 NS | $1.42T | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $10.20B | 1.42% | 34,676,166 NS | $720.54B | FIGI |
| N/A — | — | $9.24B | 1.42% | 31,408,944 NS | $651.59B | FIGI |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $6.84B | 3.03% | 23,269,643 NS | $225.69B | FIGI |
| State Street(R) Financial Select Sector SPDR(… SELECT SECTOR SPDR TRUST | XLF | $5.37B | 11.24% | 18,265,999 NS | $47.79B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $4.22B | 1.34% | 14,334,973 NS | $315.46B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $1.84B | 2.63% | 6,238,632 NS | $69.79B | FIGI |
| Investment Co of America Investment Co of America | — | $1.76B | 1.06% | 5,979,153 NS | $165.95B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $1.67B | 1.42% | 5,668,420 NS | $117.66B | FIGI |
| Fidelity Contrafund Fidelity Contrafund | — | $1.37B | 0.87% | 4,654,556 NS | $157.80B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $1.23B | 0.95% | 4,165,566 NS | $129.17B | FIGI |
| iShares S&P 500 Growth ETF iShares Trust | IVW | $1.13B | 1.86% | 3,852,865 NS | $60.92B | FIGI |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | — | $1.04B | 3.25% | 3,523,359 NS | $31.88B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $996.46M | 1.25% | 3,387,468 NS | $79.62B | FIGI |
| Franklin Rising Dividends Fund Franklin Managed Trust | — | $957.49M | 3.71% | 3,255,000 NS | $25.78B | FIGI |
| American Balanced Fund American Balanced Fund | — | $939.51M | 0.36% | 3,193,866 NS | $263.86B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $869.74M | 1.36% | 2,956,696 NS | $64.18B | FIGI |
| Fidelity Magellan Fund Fidelity Magellan Fund | — | $828.59M | 2.51% | 2,816,800 NS | $33.07B | FIGI |
| American Funds Fundamental Investors American Funds Fundamental Investors | — | $815.11M | 0.53% | 2,770,991 NS | $153.97B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYG | $774.63M | 1.86% | 2,633,374 NS | $41.63B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $722.80M | 1.39% | 2,457,156 NS | $51.91B | FIGI |
| Disciplined Value Fund John Hancock Funds III | — | $697.77M | 4.10% | 2,372,092 NS | $17.00B | FIGI |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | — | $693.43M | 3.06% | 2,357,320 NS | $22.66B | FIGI |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | — | $679.60M | 0.94% | 2,310,300 NS | $72.40B | FIGI |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | — | $669.49M | 1.07% | 2,275,933 NS | $62.55B | FIGI |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | — | $633.19M | 1.55% | 2,152,521 NS | $40.80B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $570.43M | 1.33% | 1,939,186 NS | $42.78B | FIGI |
| New Perspective Fund New Perspective Fund | — | $568.42M | 0.37% | 1,932,354 NS | $152.76B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $495.44M | 1.42% | 1,684,237 NS | $34.99B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $477.53M | 1.32% | 1,623,352 NS | $36.29B | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $457.22M | 1.76% | 1,554,330 NS | $25.97B | FIGI |
| T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, … | — | $453.07M | 0.68% | 1,540,200 NS | $66.21B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $437.91M | 0.94% | 1,488,681 NS | $46.62B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $421.18M | 0.72% | 1,431,811 NS | $58.89B | FIGI |
| First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | RDVY | $386.55M | 1.95% | 1,314,092 NS | $19.85B | FIGI |
| College Retirement Equities Fund - Global Equ… College Retirement Equities Fund | — | $385.50M | 1.16% | 1,310,512 NS | $33.37B | FIGI |
| Janus Henderson Balanced Fund JANUS INVESTMENT FUND | — | $377.73M | 1.44% | 1,284,095 NS | $26.31B | FIGI |
| College Retirement Equities Fund - S&P 500 In… College Retirement Equities Fund | — | $361.58M | 1.41% | 1,229,200 NS | $25.58B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $360.26M | 1.19% | 1,224,709 NS | $30.28B | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $351.28M | 1.35% | 1,194,192 NS | $26.03B | FIGI |
| iShares S&P 100 ETF iShares Trust | OEF | $350.51M | 1.96% | 1,191,556 NS | $17.84B | FIGI |
| Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust | DIVO | $330.93M | 5.01% | 1,125,000 NS | $6.61B | FIGI |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, I… | — | $329.01M | 1.99% | 1,118,470 NS | $16.52B | FIGI |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund,… | — | $317.58M | 2.21% | 1,079,616 NS | $14.36B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $298.83M | 0.94% | 1,015,878 NS | $31.78B | FIGI |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $292.77M | 1.39% | 995,283 NS | $21.10B | FIGI |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | — | $288.22M | 1.09% | 979,816 NS | $26.52B | FIGI |
| Fidelity Contrafund K6 Fidelity Contrafund | — | $285.67M | 0.85% | 971,132 NS | $33.57B | FIGI |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | — | $277.69M | 1.72% | 944,000 NS | $16.17B | FIGI |