Dark
Light
System
Security
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 1,656 Institutional holders with a total value of $171,898,219,583.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 195,387,636 11,770,151,000 6.85%
2 STATE STREET CORP 168,317,550 10,139,440,000 5.90%
3 FMR LLC 130,734,868 7,875,469,000 4.58%
4 BlackRock Institutional Trust Company, N.A. 102,641,062 6,183,098,000 3.60%
5 Capital World Investors 96,236,122 5,797,264,000 3.37%
6 WELLINGTON MANAGEMENT GROUP LLP 71,353,210 4,298,318,000 2.50%
7 PRICE T ROWE ASSOCIATES INC /MD/ 67,665,740 4,076,184,000 2.37%
8 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 61,414,961 3,699,638,000 2.15%
9 NORTHERN TRUST CORP 56,798,678 3,421,553,000 1.99%
10 Bank of New York Mellon Corp 55,842,878 3,363,976,000 1.96%
11 FRANKLIN RESOURCES INC 42,721,469 2,573,532,000 1.50%
12 BlackRock Fund Advisors 38,176,054 2,299,725,000 1.34%
13 BANK OF AMERICA CORP /DE/ 37,263,027 2,244,724,000 1.31%
14 AMERIPRISE FINANCIAL INC 35,280,628 2,125,306,000 1.24%
15 Invesco Ltd. 34,745,844 2,093,091,000 1.22%
16 BARROW HANLEY MEWHINNEY & STRAUSS LLC 33,580,360 2,022,881,000 1.18%
17 BLACKROCK ADVISORS LLC 32,694,227 1,969,499,000 1.15%
18 BlackRock Group LTD 31,984,586 1,926,752,000 1.12%
19 HARRIS ASSOCIATES L P 31,422,265 1,892,877,000 1.10%
20 NORGES BANK 30,505,472 1,837,649,000 1.07%
21 GEODE CAPITAL MANAGEMENT, LLC 28,629,297 1,722,513,000 1.00%
22 MORGAN STANLEY 28,518,127 1,717,932,000 1.00%
23 Boston Partners 25,062,380 1,509,759,000 0.88%
24 WELLS FARGO & COMPANY/MN 24,653,040 1,485,095,000 0.86%
25 LANSDOWNE PARTNERS (UK) LLP 22,648,232 1,364,344,000 0.79%
26 DIMENSIONAL FUND ADVISORS LP 22,221,661 1,338,702,000 0.78%
27 GOLDMAN SACHS GROUP INC 22,069,638 1,329,475,000 0.77%
28 MANUFACTURERS LIFE INSURANCE COMPANY, THE 21,230,591 1,278,931,000 0.74%
29 DODGE & COX 20,016,864 1,205,816,000 0.70%
30 Allianz Asset Management GmbH 17,213,591 1,036,947,000 0.60%
31 BlackRock Investment Management, LLC 17,102,382 1,030,247,000 0.60%
32 Legal & General Group Plc 16,477,392 992,628,000 0.58%
33 DEUTSCHE BANK AG\ 16,060,568 967,482,000 0.56%
34 TIAA CREF INVESTMENT MANAGEMENT LLC 16,045,534 966,583,000 0.56%
35 ALLIANCEBERNSTEIN L.P. 15,700,063 945,772,000 0.55%
36 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 15,665,570 943,695,000 0.55%
37 Neuberger Berman Group LLC 15,558,916 937,268,000 0.55%
38 MANAGED ACCOUNT ADVISORS LLC 15,132,846 911,602,000 0.53%
39 LSV ASSET MANAGEMENT 14,947,730 900,451,000 0.52%
40 Capital Research Global Investors 14,351,525 864,536,000 0.50%
41 CREDIT SUISSE AG/ 14,302,822 861,603,000 0.50%
42 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 14,146,446 852,182,000 0.50%
43 CANADA PENSION PLAN INVESTMENT BOARD 13,673,224 823,675,000 0.48%
44 Fisher Asset Management, LLC 13,520,515 814,476,000 0.47%
45 UBS AG 12,784,784 770,155,000 0.45%
46 NEW YORK STATE COMMON RETIREMENT FUND 12,296,683 740,752,000 0.43%
47 OppenheimerFunds, Inc. 12,123,610 730,327,000 0.42%
48 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 12,094,116 728,550,000 0.42%
49 THORNBURG INVESTMENT MANAGEMENT INC 11,987,423 722,122,000 0.42%
50 PNC FINANCIAL SERVICES GROUP, INC. 11,694,742 704,490,000 0.41%
Page 1 of 34

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.