ETFs & Mutual Funds Holding JPM
ETFs & Mutual Funds Holding JPM
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
ETFs & Mutual Funds Holding JPM
Get exposure to JPMorgan Chase & Co. through 3146 funds
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
Funds 2001-2400 of 3146 with JPM
| Fund ↕ | Weight ↓ | |
|---|---|---|
| CAVAX Catholic Values Equity Fund Class F | Pro | View |
| CAVYX Catholic Values Equity Fund Class Y | Pro | View |
| EQWL Invesco S&P 100 Equal Weight ETF | Pro | View |
| RYANX Nova Fund Class A | Pro | View |
| RYNHX Nova Fund Class H | Pro | View |
| RYNCX Nova Fund Class C | Pro | View |
| RYNVX Nova Fund Investor Class | Pro | View |
| KBE State Street SPDR S&P Bank ETF | Pro | View |
| CDGCX Crawford Large Cap Dividend Fund Class C | Pro | View |
| CDGIX Crawford Large Cap Dividend Fund Class I | Pro | View |
| DAACX Diversified Equity Fund | Pro | View |
| STLYX SIMT Tax-Managed Large Cap Fund Class Y | Pro | View |
| TMLCX SIMT Tax-Managed Large Cap Fund Class F | Pro | View |
| ULPSX UltraBull ProFund Service | Pro | View |
| ULPIX UltraBull ProFund Investor Shares | Pro | View |
| CCCRX Columbia Contrarian Core Fund Class R | Pro | View |
| COFRX Columbia Contrarian Core Fund Class I2 | Pro | View |
| COFYX Columbia Contrarian Core Fund Class I3 | Pro | View |
| LCCCX Columbia Contrarian Core Fund class C | Pro | View |
| LCCAX Columbia Contrarian Core Fund class A | Pro | View |
| SMGEX Columbia Contrarian Core Fund Class S | Pro | View |
| SMGIX Columbia Contrarian Core Fund Class I | Pro | View |
| SPXL Direxion Daily S&P 500 Bull 3X ETF | Pro | View |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | Pro | View |
| HCESX The ESG Growth Portfolio, HC Capital Trust HC Strategic Shares | Pro | View |
| MSTGX Morningstar Global Income Fund Institutional Class | Pro | View |
| URTH iShares MSCI World ETF | Pro | View |
| AMEFX The Income Fund of America Class F2 | Pro | View |
| AMECX The Income Fund of America Class A | Pro | View |
| CIMFX The Income Fund of America 529 Series F1 | Pro | View |
| CIMCX The Income Fund of America 529 Series C | Pro | View |
| CIMEX The Income Fund of America 529 Series E | Pro | View |
| CIMAX The Income Fund of America 529 Series A | Pro | View |
| FAIFX The Income Fund of America Class 529-F-2 | Pro | View |
| FFIFX The Income Fund of America Class 529-F-3 | Pro | View |
| FIFAX The Income Fund of America - Class F-3 | Pro | View |
| IFAFX The Income Fund of America Class F1 | Pro | View |
| IFACX The Income Fund of America Class C | Pro | View |
| RIDEX The Income Fund of America Class R4 | Pro | View |
| RIDFX The Income Fund of America Class R5 | Pro | View |
| RIDCX The Income Fund of America Class R3 | Pro | View |
| RIDAX The Income Fund of America Class R1 | Pro | View |
| RIDGX The Income Fund of America Class R6 | Pro | View |
| RIDBX The Income Fund of America Class R2 | Pro | View |
| RIDHX The Income Fund of America - Class R-5E | Pro | View |
| RIEBX The Income Fund of America - Class R2E | Pro | View |
| QCSCRX CREF Responsible Balanced Account Class R1 | Pro | View |
| QCSCPX CREF Responsible Balanced Account Class R2 | Pro | View |
| QCSCIX CREF Responsible Balanced Account Class R3 | Pro | View |
| QSCCFX CREF Responsible Balanced Account Class R4 | Pro | View |
| SWANX Schwab Core Equity Fund | Pro | View |
| VUS Virtus US Dividend ETF | Pro | View |
| HEQ John Hancock Hedged Equity & Income Fund | Pro | View |
| BFRE Westwood LBRTY Global Equity ETF | Pro | View |
| QCSTPX CREF Total Global Stock Account Class R2 | Pro | View |
| QCSTRX CREF Total Global Stock Account Class R1 | Pro | View |
| QCSTIX CREF Total Global Stock Account Class R3 | Pro | View |
| QCSTFX CREF Total Global Stock Account Class R4 | Pro | View |
| IVE iShares S&P 500 Value ETF | Pro | View |
| EPSKX NYLI Epoch Global Equity Yield Fund Class C | Pro | View |
| EPSIX NYLI Epoch Global Equity Yield Fund Investor Class | Pro | View |
| EPSPX NYLI Epoch Global Equity Yield Fund Class A | Pro | View |
| EPSRX NYLI Epoch Global Equity Yield Fund Class R6 | Pro | View |
| EPSYX NYLI Epoch Global Equity Yield Fund Class I | Pro | View |
| FVWSX Fidelity Series Opportunistic Insights Fund | Pro | View |
| AAUB Alpha Architect US Equity 4 ETF | Pro | View |
| VMAX Hartford US Value ETF | Pro | View |
| EBI Longview Advantage ETF | Pro | View |
| PQUS Pictet AI Enhanced US Equity ETF | Pro | View |
| DBOAX BNY Mellon Balanced Opportunity Fund Class A | Pro | View |
| DBOCX BNY Mellon Balanced Opportunity Fund Class C | Pro | View |
| DBORX BNY Mellon Balanced Opportunity Fund Class I | Pro | View |
| DBOZX BNY Mellon Balanced Opportunity Fund Class Z | Pro | View |
| DBOYX BNY Mellon Balanced Opportunity Fund Class Y | Pro | View |
| LDVAX AXS FTSE Venture Capital Return Tracker Fund Class A | Pro | View |
| LDVIX AXS FTSE Venture Capital Return Tracker Fund Class I | Pro | View |
| LDVCX AXS FTSE Venture Capital Return Tracker Fund Class C | Pro | View |
| RETSX Russell Tax-Managed US Large Cap Fund Class S | Pro | View |
| RTLAX Russell Tax-Managed US Large Cap Fund Class A | Pro | View |
| RTLCX Russell Tax-Managed US Large Cap Fund Class C | Pro | View |
| RTMTX Russell Tax-Managed US Large Cap Fund Class M | Pro | View |
| THPBX BNY Mellon Balanced Opportunity Fund Class J | Pro | View |
| SSO ProShares Ultra S&P500 | Pro | View |
| JADJX John Hancock Variable Insurance Trust Fundamental Large Value Trust Series II | Pro | View |
| JADIX John Hancock Variable Insurance Trust Fundamental Large Value Trust Series Nav | Pro | View |
| JVFLX John Hancock Variable Insurance Trust Fundamental Large Cap Value Trust Series I | Pro | View |
| LVPIX Large Cap Value ProFund Investor | Pro | View |
| LVPSX Large Cap Value ProFund Service | Pro | View |
| ABIII BlackRock Managed Volatility V.I. Fund Class III | Pro | View |
| AMBLI BlackRock Managed Volatility V.I. Fund Class I | Pro | View |
| VPMAX Vanguard PRIMECAP Fund Admiral Shares | Pro | View |
| VPMCX Vanguard Primecap Fund Investor Class | Pro | View |
| NOIEX Northern Funds Income Equity Fund | Pro | View |
| CRBN iShares Low Carbon Optimized MSCI ACWI ETF | Pro | View |
| IUSV iShares Core S&P US Value ETF | Pro | View |
| GOODX GoodHaven Fund | Pro | View |
| MSTQX Morningstar US Equity Fund Institutional Class | Pro | View |
| SVYAX SEI Institutional Investments Trust - US Managed Volatility Fund Class A | Pro | View |
| SPLV Invesco S&P 500 Low Volatility ETF | Pro | View |
| GLOF iShares Global Equity Factor ETF | Pro | View |
| NSCR Nuveen Sustainable Core ETF | Pro | View |
| CGCIX Calamos Global Opportunities Fund Class I | Pro | View |
| CVLCX Calamos Global Opportunities Fund Class C | Pro | View |
| CVLOX Calamos Global Opportunities Fund Class A | Pro | View |
| VYCAX Voya Corporate Leaders (R) 100 Fund Class A | Pro | View |
| VYCBX Voya Corporate Leaders (R) 100 Fund Class C | Pro | View |
| VYCCX Voya Corporate Leaders (R) 100 Fund Class I | Pro | View |
| VYCFX Voya Corporate Leaders (R) 100 Fund Class R | Pro | View |
| VYCGX Voya Corporate Leaders (R) 100 Fund Class R6 | Pro | View |
| VYCIX Voya Corporate Leaders (R) 100 Fund Class W | Pro | View |
| TRMVX SIMT Large Cap Value Fund Class F | Pro | View |
| TRSGX T. Rowe Price Spectrum Moderate Growth Allocation Fund Investor Class | Pro | View |
| MXEBX Empower Core Strategies: US Equity Fund Institutional Class | Pro | View |
| MXETX Empower Core Strategies: US Equity Fund Investor Class | Pro | View |
| SEUIX SIMT Large Cap Value Fund Class I | Pro | View |
| SVAYX SIMT Large Cap Value Fund Class Y | Pro | View |
| TGIPX T. Rowe Price Spectrum Moderate Growth Allocation Fund Class I | Pro | View |
| VOOV Vanguard S&P 500 Value ETF | Pro | View |
| SFY Sofi Select 500 ETF | Pro | View |
| SPGM State Street SPDR Portfolio MSCI Global Stock Market ETF | Pro | View |
| KLMT Invesco MSCI Global Climate 500 ETF | Pro | View |
| ALSMX Archer Multi Cap Fund | Pro | View |
| BRBCX BlackRock Tactical Opportunities Fund Investor C Class | Pro | View |
| PBAIX BlackRock Tactical Opportunities Fund Institutional Class | Pro | View |
| PCBSX BlackRock Tactical Opportunities Fund Service Class | Pro | View |
| PCBAX BlackRock Tactical Opportunities Fund Investor A Class | Pro | View |
| SSS CYBER HORNET S&P 500 and Solana 75/25 Strategy ETF | Pro | View |
| PBAKX BlackRock Tactical Opportunities Fund Class K | Pro | View |
| TWBIX American Century Balanced Fund Investor Class | Pro | View |
| BPRGX Boston Partners Global Equity Fund Class R6 | Pro | View |
| ABGNX American Century Balanced Fund R5 Class | Pro | View |
| ABINX American Century Balanced Fund I Class | Pro | View |
| BPGIX Boston Partners Global Equity Fund Institutional Class | Pro | View |
| PRCFX T. Rowe Price Capital Appreciation and Income Fund Investor Class | Pro | View |
| PRCHX T. Rowe Price Capital Appreciation and Income Fund Class I | Pro | View |
| ACWI iShares MSCI ACWI ETF | Pro | View |
| GILCX NAA Large Cap Value Fund Institutional Class | Pro | View |
| SATO Invesco Alerian Galaxy Crypto Economy ETF | Pro | View |
| SECIX NAA Large Cap Value Fund Class A | Pro | View |
| SEGIX NAA Large Cap Value Fund Class C | Pro | View |
| UGEIX Victory Global Equity Income Fund- Fund Shares | Pro | View |
| FTLS First Trust Long/Short Equity ETF | Pro | View |
| LEGR First Trust Indxx Innovative Transaction & Process ETF | Pro | View |
| PFF iShares Preferred and Income Securities ETF | Pro | View |
| EIVPX Parametric Volatility Risk Premium - Defensive Fund Class I | Pro | View |
| SPGEX Symmetry Panoramic Global Equity Fund Class I | Pro | View |
| VVSIX Venerable US Large Cap Strategic Equity Fund Class I | Pro | View |
| VVSVX Venerable US Large Cap Strategic Equity Fund Class V | Pro | View |
| CSAZX Columbia Global Opportunities Fund Class Institutional | Pro | View |
| HCYIX Hilton Tactical Income Fund Institutional Class | Pro | View |
| HCYAX Hilton Tactical Income Fund Investor Class | Pro | View |
| IMRFX Columbia Global Opportunities Fund Class A | Pro | View |
| QWVPX Clearwater Core Equity Fund | Pro | View |
| RGLO Russell Investments Global Equity ETF | Pro | View |
| SFAAX Allspring Index Asset Allocation Fund Class A | Pro | View |
| WFATX Allspring Index Asset Allocation Fund Institutional Class | Pro | View |
| WFALX Allspring Index Asset Allocation Fund Class C | Pro | View |
| WFAIX Allspring Index Asset Allocation Fund Admin Class | Pro | View |
| BKPSX Banks UltraSector ProFund | Pro | View |
| BKPIX Banks UltraSector ProFund | Pro | View |
| VSPVX Vanguard S&P 500 Value Index Fund Institutional Class | Pro | View |
| MAAKX MoA All America Fund | Pro | View |
| SPVM Invesco S&P 500 Value with Momentum ETF | Pro | View |
| PLVJX Principal LargeCap Value Fund III Class J | Pro | View |
| PLVIX Principal LargeCap Value Fund III Institutional Class | Pro | View |
| PPSFX Principal LargeCap Value Fund III Class R-3 | Pro | View |
| PPSRX Principal LargeCap Value Fund III Class R-5 | Pro | View |
| OUSA O Shares US Quality Dividend ETF | Pro | View |
| AALGX Thrivent Global Stock Fund Class A | Pro | View |
| IILGX Thrivent Global Stock Fund Class S | Pro | View |
| CVY Invesco Zacks Multi-Asset Income ETF | Pro | View |
| SFTY Horizon Managed Risk ETF | Pro | View |
| STOX Horizon Core Equity ETF | Pro | View |
| VUSE Vident US Equity Strategy ETF | Pro | View |
| FDESX Fidelity Advisor Diversified Stock Fund Class O | Pro | View |
| FDTCX Fidelity Advisor Diversified Stock Fund Class C | Pro | View |
| FDTEX Fidelity Advisor Diversified Stock Fund Class M | Pro | View |
| FDTIX Fidelity Advisor Diversified Stock Fund Class I | Pro | View |
| FDTOX Fidelity Advisor Diversified Stock Fund Class A | Pro | View |
| FZACX Fidelity Advisor Diversified Stock Fund | Pro | View |
| JAFVX John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav | Pro | View |
| VALIX Value Line Capital Appreciation Fund Investor Class | Pro | View |
| VLIIX Value Line Capital Appreciation Fund | Pro | View |
| GLALS BlackRock Global Allocation Portfolio | Pro | View |
| GLAII BlackRock Global Allocation V.I. Fund Class II | Pro | View |
| GLALI BlackRock Global Allocation V.I. Fund Class I | Pro | View |
| GAIII BlackRock Global Allocation V.I. Fund Class III | Pro | View |
| IQSZ Invesco Global Equity Net Zero ETF | Pro | View |
| AFIFX American Funds Fundamental Investors Class F-1 | Pro | View |
| AFICX American Funds Fundamental Investors Class C | Pro | View |
| ANCFX American Funds Fundamental Investors Class A | Pro | View |
| CFCYX Columbia Flexible Capital Income Fund Class I3 | Pro | View |
| CFIAX Columbia Flexible Capital Income Fund Class A | Pro | View |
| CFIGX Columbia Flexible Capital Income Fund Class C | Pro | View |
| CFILX Columbia Flexible Capital Income Fund Class S | Pro | View |
| CFIZX Columbia Flexible Capital Income Fund Class I | Pro | View |
| CFNAX American Funds Fundamental Investors Class 529-A | Pro | View |
| CFNCX American Funds Fundamental Investors Class 529-C | Pro | View |
| CFNEX American Funds Fundamental Investors Class 529-E | Pro | View |
| CFNFX American Funds Fundamental Investors Class 529-F-1 | Pro | View |
| CFXRX Columbia Flexible Capital Income Fund Class I2 | Pro | View |
| DFVEX US Vector Equity Portfolio | Pro | View |
| FEEFX American Funds Fundamental Investors Class 529-F3 | Pro | View |
| FFXFX American Funds Fundamental Investors Class 529-F2 | Pro | View |
| FINFX American Funds Fundamental Investors Class F-2 | Pro | View |
| FUNFX American Funds Fundamental Investors Class F-3 | Pro | View |
| GABAX The Gabelli Asset Fund | Pro | View |
| GABIX The Gabelli Asset Fund Class I | Pro | View |
| GATCX The Gabelli Asset Fund | Pro | View |
| GATAX The Gabelli Asset Fund | Pro | View |
| RFEBX American Funds Fundamental Investors Class R-2E | Pro | View |
| RFNCX American Funds Fundamental Investors Class R-3 | Pro | View |
| RFNBX American Funds Fundamental Investors Class R-2 | Pro | View |
| RFNAX American Funds Fundamental Investors Class R-1 | Pro | View |
| RFNEX American Funds Fundamental Investors Class R-4 | Pro | View |
| RFNFX American Funds Fundamental Investors Class R-5 | Pro | View |
| RFNGX American Funds Fundamental Investors Class R-6 | Pro | View |
| RFNHX American Funds Fundamental Investors Class R-5E | Pro | View |
| FSAKX Strategic Advisers US Total Stock Fund | Pro | View |
| POSKX PRIMECAP Odyssey Stock Fund | Pro | View |
| SSBIX State Street Balanced Index Fund Class K | Pro | View |
| VWIAX Vanguard Wellesley Income Fund Admiral Shares | Pro | View |
| VWINX Vanguard Wellesley Income Fund Investor Class | Pro | View |
| VTWAX Vanguard Total World Stock Index Fund Admiral Class | Pro | View |
| VTWIX Vanguard Total World Stock Index Fund Inst Shs | Pro | View |
| NIE Virtus Equity & Convertible Income Fund | Pro | View |
| JHPI John Hancock Preferred Income ETF | Pro | View |
| ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | Pro | View |
| DXUV Dimensional US Vector Equity ETF | Pro | View |
| CFIPX Franklin Global Equity Fund Class A | Pro | View |
| JAFPX John Hancock Variable Insurance Trust Capital Appreciation Value Trust Series I | Pro | View |
| JAFRX John Hancock Variable Insurance Trust Capital Appreciation Value Trust Series Nav | Pro | View |
| JAFQX John Hancock Variable Insurance Trust Capital Appreciation Value Trust Series II | Pro | View |
| LMPEX Franklin Global Equity Fund Class 1 | Pro | View |
| SILLX Franklin Global Equity Fund Class C | Pro | View |
| SMYIX Franklin Global Equity Fund Class I | Pro | View |
| SMYSX Franklin Global Equity Fund Class IS | Pro | View |
| GPRF Goldman Sachs Access US Preferred Stock and Hybrid Securities ETF | Pro | View |
| TCAL T. Rowe Price Capital Appreciation Premium Income ETF | Pro | View |
| CSM ProShares Large Cap Core Plus | Pro | View |
| IPLIX Voya Index Plus LargeCap Portfolio Initial | Pro | View |
| IPLSX Voya Index Plus LargeCap Portfolio Class S | Pro | View |
| VBAIX Vanguard Balanced Index Fund Institutional Plus | Pro | View |
| VBIAX Vanguard Balanced Index Fund admiral Class | Pro | View |
| VIPAX Voya Index Plus LargeCap Portfolio Advisor Class | Pro | View |
| VBINX Vanguard Balanced Index Fund | Pro | View |
| UGTAX Victory Growth and Tax Strategy Fund Class A | Pro | View |
| UGTIX Victory Growth and Tax Strategy Fund Institutional Class | Pro | View |
| UGTCX Victory Growth and Tax Strategy Fund Class C | Pro | View |
| USBLX Victory Growth and Tax Strategy Fund Class Fund shares | Pro | View |
| BKLG BNY Mellon US Large Cap Equity Growth ETF | Pro | View |
| SPUT Innovator Equity Premium Income - Daily PutWrite ETF | Pro | View |
| JCAVX John Hancock Funds II Capital Appreciation Value Fund Class NAV | Pro | View |
| VT Vanguard Total World Stock ETF | Pro | View |
| DEXC Dimensional Emerging Markets ex China Core Equity ETF | Pro | View |
| DIVG Invesco S&P 500 High Dividend Growers ETF | Pro | View |
| EQTKX Shelton Equity Income Fund Class K | Pro | View |
| EQTIX Shelton Equity Income Fund Investor Class | Pro | View |
| GABBX The Gabelli Dividend Growth Fund Class AAA | Pro | View |
| GBCCX The Gabelli Dividend Growth Fund Class C | Pro | View |
| GBCAX The Gabelli Dividend Growth Fund Class A | Pro | View |
| GBCIX The Gabelli Dividend Growth Fund Class I | Pro | View |
| MCTRX NYLI Income Builder Fund Class C | Pro | View |
| MTINX NYLI Income Builder Fund Investor Class | Pro | View |
| MTISX NYLI Income Builder Fund Simple Class | Pro | View |
| MTODX NYLI Income Builder Fund Class R6 | Pro | View |
| MTOIX NYLI Income Builder Fund Class I | Pro | View |
| MTRAX NYLI Income Builder Fund Class A | Pro | View |
| NDOW Anydrus Advantage ETF | Pro | View |
| TASHX Transamerica Multi-Asset Income Fund Class A | Pro | View |
| TCSHX Transamerica Multi-Asset Income Fund Class C | Pro | View |
| TSHIX Transamerica Multi-Asset Income Fund Class I | Pro | View |
| CPZ Calamos Long/Short Equity & Dynamic Income Trust | Pro | View |
| LSAAX LoCorr Strategic Allocation Fund Class A | Pro | View |
| LSAIX LoCorr Strategic Allocation Fund Class I | Pro | View |
| LSVEX LSV Value Equity Fund | Pro | View |
| LVAEX LSV Value Equity Fund Investor Class | Pro | View |
| PWGIX Impax US Sustainable Economy Fund Institutional Class | Pro | View |
| PXGAX Impax US Sustainable Economy Fund Class A | Pro | View |
| PXWGX Impax US Sustainable Economy Fund Investor Class | Pro | View |
| PACLX T. Rowe Price Capital Appreciation Fund Advisor Class | Pro | View |
| PRWCX T. Rowe Price Capital Appreciation Fund Investor Class | Pro | View |
| TRAIX T. Rowe Price Capital Appreciation Fund Class I | Pro | View |
| TPPAX T. Rowe Price Spectrum Moderate Allocation Fund Class I | Pro | View |
| TRPBX T. Rowe Price Spectrum Moderate Allocation Fund Investor Class | Pro | View |
| MCLOX BlackRock Global Allocation Fund Investor C | Pro | View |
| MALOX BlackRock Global Allocation Fund Inc Institutional class | Pro | View |
| MDLOX BlackRock Global Allocation Fund Investor A | Pro | View |
| MKLOX BlackRock Global Allocation Fund Class K | Pro | View |
| MRLOX BlackRock Global Allocation Fund Inc Class R | Pro | View |
| VLCGX VALIC Company I Large Cap Core Fund | Pro | View |
| SPXD Xtrackers S&P 500 Diversified Sector Weight ETF | Pro | View |
| WINN Harbor Long-Term Growers ETF | Pro | View |
| ERBAX Eaton Vance Equity Strategy Fund Class A | Pro | View |
| ERBIX Eaton Vance Equity Strategy Fund Class I | Pro | View |
| PTEZX PGIM Quant Solutions Large-Cap Core Fund Class Z | Pro | View |
| PTMAX PGIM Quant Solutions Large-Cap Core Fund Class A | Pro | View |
| PTMCX PGIM Quant Solutions Large-Cap Core Fund Class C | Pro | View |
| PTMQX PGIM Quant Solutions Large-Cap Core Fund Class R6 | Pro | View |
| RBAIX T. Rowe Price Balanced Fund Class I | Pro | View |
| RPBAX T. Rowe Price Balanced Fund Investor Class | Pro | View |
| UPRO ProShares UltraPro S&P 500 | Pro | View |
| HKND Humankind US Stock ETF | Pro | View |
| INFO Harbor PanAgora Dynamic Large Cap Core ETF | Pro | View |
| CBFAX American Funds Global Balanced Fund Cl 529-A | Pro | View |
| CBFEX American Funds Global Balanced Fund | Pro | View |
| CBFFX American Funds Global Balanced Fund Cl 529- F-1 | Pro | View |
| CBFCX American Funds Global Balanced Fund Cl 529-C | Pro | View |
| FFBGX American Funds Global Balanced Fund Class 529-F-3 | Pro | View |
| FFGGX American Funds Global Balanced Fund Class 529-F-2 | Pro | View |
| GBLAX American Funds Global Balanced Fund Cl A | Pro | View |
| GBLCX American Funds Global Balanced Fund Cl C | Pro | View |
| GBLEX American Funds Global Balanced Fund Cl F-1 | Pro | View |
| GBLFX American Funds Global Balanced Fund Cl F-2 | Pro | View |
| GFBLX American Funds Global Balanced Fund Class F-3 | Pro | View |
| KLCAX Federated Hermes Kaufmann Large Cap Fund Class A | Pro | View |
| KLCIX Federated Hermes Kaufmann Large Cap Fund Institutional Class | Pro | View |
| KLCSX Federated Hermes Kaufmann Large Cap Fund Class R6 | Pro | View |
| KLCKX Federated Hermes Kaufmann Large Cap Fund Class R | Pro | View |
| KLCCX Federated Hermes Kaufmann Large Cap Fund Class C | Pro | View |
| PAFGX T. Rowe Price Global Allocation Fund Advisor Cl | Pro | View |
| RGBCX American Funds Global Balanced Fund Cl R-3 | Pro | View |
| RGBBX American Funds Global Balanced Fund Cl R-2 | Pro | View |
| RGBEX American Funds Global Balanced Fund Cl R-4 | Pro | View |
| RGBGX American Funds Global Balanced Fund Cl R-6 | Pro | View |
| RGBFX American Funds Global Balanced Fund Cl R-5 | Pro | View |
| RGBHX American Funds Global Balanced Fund Class R-5E | Pro | View |
| RGBLX American Funds Global Balanced Fund Cl R-1 | Pro | View |
| RGGHX American Funds Global Balanced Fund Class R2E | Pro | View |
| RPGAX T. Rowe Price Global Allocation Fund | Pro | View |
| TGAFX T. Rowe Price Global Allocation Fund Class I | Pro | View |
| BDYN iShares Dynamic Equity Active ETF | Pro | View |
| NPCT Nuveen Core Plus Impact Fund | Pro | View |
| BDVEX BlackRock Diversified Equity Alpha Fund Institutional Class | Pro | View |
| DGT State Street SPDR Global Dow ETF | Pro | View |
| QAAGRX T. Rowe Price Moderate Allocation Portfolio | Pro | View |
| STXV STRIVE 1000 VALUE ETF | Pro | View |
| CBABX Columbia Balanced Fund Class S | Pro | View |
| CBALX Columbia Balanced Fund Class I | Pro | View |
| CBDYX Columbia Balanced Fund Class I3 | Pro | View |
| CBLCX Columbia Balanced Fund class C | Pro | View |
| CBLAX Columbia Balanced Fund class A | Pro | View |
| CBLRX Columbia Balanced Fund Class R | Pro | View |
| CLREX Columbia Balanced Fund Class I2 | Pro | View |
| PFDE Pathfinder Disciplined US Equity ETF | Pro | View |
| BBVLX Bridge Builder Large Cap Value Fund | Pro | View |
| BRCAX Invesco Balanced-Risk Commodity Strategy Fund Class A | Pro | View |
| BRCCX Invesco Balanced-Risk Commodity Strategy Fund Class C | Pro | View |
| BRCNX Invesco Balanced-Risk Commodity Strategy Fund Class R5 | Pro | View |
| BRCRX Invesco Balanced-Risk Commodity Strategy Fund Class R | Pro | View |
| BRCYX Invesco Balanced-Risk Commodity Strategy Fund Class Y | Pro | View |
| IBRFX Invesco Balanced-Risk Commodity Strategy Fund R6 | Pro | View |
| PNRAX Putnam US Research Fund Class A | Pro | View |
| PRACX Putnam US Research Fund Class C | Pro | View |
| PRSRX Putnam US Research Fund Class R | Pro | View |
| PURYX Putnam US Research Fund Class Y | Pro | View |
| PLJMX Putnam US Research Fund Class R6 | Pro | View |
| WSGE Warren Street Global Equity ETF | Pro | View |
| HIDV AB US High Dividend ETF | Pro | View |
| SNIGX Sit Large Cap Growth Fund | Pro | View |
| QWLD State Street SPDR MSCI World StrategicFactors ETF | Pro | View |
| AAAA Amplius Aggressive Asset Allocation ETF | Pro | View |
| MIBLX BNY Mellon Asset Allocation Fund Investor Shares | Pro | View |
| MPBLX BNY Mellon Asset Allocation Fund Class M Shares | Pro | View |
| REQAX Russell Sustainable Equity Fund Class A | Pro | View |
| REQCX Russell Sustainable Equity Fund Class C | Pro | View |
| REQTX Russell Sustainable Equity Fund Class S | Pro | View |
| REUYX Russell Sustainable Equity Fund Class Y | Pro | View |
| CDAZX Columbia Multi-Manager Directional Alternative Strategies Fund Institutional Class | Pro | View |
| KCEIX Knights of Columbus Long/Short Equity Fund I Class | Pro | View |
| TQGEX T. Rowe Price Integrated Global Equity Fund Investor Class | Pro | View |
| TQGIX T. Rowe Price Integrated Global Equity Fund Class I | Pro | View |
| VLLU Harbor AlphaEdge Large Cap Value ETF | Pro | View |
| HFIGX Hartford Schroders Diversified Opportunities Fund Class I | Pro | View |
| HFSGX Hartford Schroders Diversified Opportunities Fund Class SDR | Pro | View |
| PAGLX T. Rowe Price Global Growth Stock Fund Advisor Cl | Pro | View |
| RGGIX T. Rowe Price Global Growth Stock Fund Class I | Pro | View |
| RPGEX T. Rowe Price Global Growth Stock Fund Investor Class | Pro | View |
| GSQPX Goldman Sachs Strategic Factor Allocation Fund Class P Shares | Pro | View |
| JGRSX John Hancock Global Shareholder Yield Fund Class R6 | Pro | View |
| JGSRX John Hancock Global Shareholder Yield Fund Class R2 | Pro | View |
| JGYCX John Hancock Global Shareholder Yield Fund Class C | Pro | View |
| JGYAX John Hancock Global Shareholder Yield Fund Class A | Pro | View |
| JGYIX John Hancock Global Shareholder Yield Fund Class I | Pro | View |
| SFAFX Goldman Sachs Strategic Factor Allocation Fund Institutional Class | Pro | View |
| UCAGX Victory Cornerstone Aggressive Fund Class Fund shares | Pro | View |
| VFMFX Vanguard US Multifactor Fund Admiral Shares | Pro | View |
| CGO Calamos Global Total Return Fund | Pro | View |
| CHW Calamos Global Dynamic Income Fund | Pro | View |
| CPTL Global X Morningstar Capital Allocation Leaders ETF | Pro | View |
| FLDR Fidelity Low Duration Bond Factor ETF | Pro | View |
| SFGV Sequoia Global Value ETF | Pro | View |
| TAAAX Thrivent Aggressive Allocation Fund Class A | Pro | View |
| TAAIX Thrivent Aggressive Allocation Fund Class S | Pro | View |
| QAACX Federated Hermes MDT All Cap Core Fund Class A | Pro | View |
| QCACX Federated Hermes MDT All Cap Core Fund Class C | Pro | View |
| QIACX Federated Hermes MDT All Cap Core Fund Institutional Class | Pro | View |
| QKACX Federated Hermes MDT All Cap Core Fund Class R6 | Pro | View |
| RIFAX Russell US Strategic Equity Fund | Pro | View |
| RSEAX Russell US Strategic Equity Fund Class A | Pro | View |
★The Portfolio X-Ray: see what you actually own Cancel anytime★

See exactly what you own with our proprietary sector, industry & theme classification. Know instantly if you're over or under invested.
✓Advanced ETF Screener✓All holdings, not just top 10✓Sector & Theme classification✓Compare up to 10 ETFs✓ETF Overlap AnalysisUpdated daily (within 12hrs)
From MarketXLS, trusted since 2014