JPMorgan Chase & Co JPMORGAN CHASE is a security (CUSIP 46625HJM3) tracked across SEC portfolio filings. 4 registered fund positions totaling $2.0M via N-PORT as of 2026-05-29.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $993K | 0.17% |
| Western Asset Investment Grade Opportunity Trust Inc. | Western Asset Investment Grade Opportunity Trust Inc. | $453K | 43.43% |
| Western Asset Investment Grade Income Fund Inc. | Western Asset Investment Grade Income Fund Inc. | $439K | 35.42% |
| BlackRock Total Return Fund | BlackRock Bond Fund, Inc. | $140K | 0.08% |