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

Institutional Holders (2014Q4)
Portfolio Summary: 1,762 Institutional holders with a total value of $178,974,017,417.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 202,761,481 12,688,813,000 7.09%
2 STATE STREET CORP 174,717,158 10,933,799,000 6.11%
3 FMR LLC 128,988,189 8,072,082,000 4.51%
4 BlackRock Institutional Trust Company, N.A. 102,079,312 6,388,123,000 3.57%
5 Capital World Investors 98,686,410 5,366,567,000 3.00%
6 WELLINGTON MANAGEMENT GROUP LLP 68,991,716 4,317,501,000 2.41%
7 PRICE T ROWE ASSOCIATES INC /MD/ 63,754,188 3,989,737,000 2.23%
8 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 59,775,231 3,740,733,955 2.09%
9 NORTHERN TRUST CORP 56,724,760 3,549,835,000 1.98%
10 Bank of New York Mellon Corp 54,942,118 3,438,276,000 1.92%
11 BlackRock Fund Advisors 41,982,407 2,627,259,000 1.47%
12 FRANKLIN RESOURCES INC 38,216,177 2,391,574,000 1.34%
13 AMERIPRISE FINANCIAL INC 37,806,952 2,366,017,000 1.32%
14 Invesco Ltd. 36,173,052 2,263,710,000 1.26%
15 BARROW HANLEY MEWHINNEY & STRAUSS LLC 33,891,708 2,120,943,000 1.19%
16 BlackRock Group LTD 33,578,920 2,101,369,000 1.17%
17 BANK OF AMERICA CORP /DE/ 32,823,281 2,054,082,000 1.15%
18 HARRIS ASSOCIATES L P 31,920,727 1,997,599,000 1.12%
19 NORGES BANK 31,200,242 1,952,512,000 1.09%
20 MORGAN STANLEY 31,031,781 1,941,968,000 1.09%
21 BLACKROCK ADVISORS LLC 30,275,744 1,894,656,000 1.06%
22 GEODE CAPITAL MANAGEMENT, LLC 29,503,637 1,844,065,000 1.03%
23 WELLS FARGO & COMPANY/MN 26,569,417 1,662,714,000 0.93%
24 Boston Partners 25,898,618 1,620,736,000 0.91%
25 DODGE & COX 23,757,905 1,486,770,000 0.83%
26 DIMENSIONAL FUND ADVISORS LP 23,301,799 1,458,398,000 0.81%
27 GOLDMAN SACHS GROUP INC 22,455,349 1,405,253,000 0.79%
28 LANSDOWNE PARTNERS (UK) LLP 18,945,378 1,185,610,000 0.66%
29 MANUFACTURERS LIFE INSURANCE COMPANY, THE 18,210,325 1,139,605,000 0.64%
30 CANADA PENSION PLAN INVESTMENT BOARD 17,493,024 1,094,713,000 0.61%
31 MANAGED ACCOUNT ADVISORS LLC 17,461,561 1,092,745,000 0.61%
32 BlackRock Investment Management, LLC 17,204,879 1,076,681,000 0.60%
33 Allianz Asset Management GmbH 16,812,149 1,052,104,000 0.59%
34 Neuberger Berman Group LLC 16,288,455 1,019,330,000 0.57%
35 DEUTSCHE BANK AG\ 16,227,710 1,015,521,000 0.57%
36 Legal & General Group Plc 16,133,569 1,009,757,000 0.56%
37 TIAA CREF INVESTMENT MANAGEMENT LLC 16,132,840 1,009,593,000 0.56%
38 CREDIT SUISSE AG/ 15,767,796 986,750,000 0.55%
39 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 15,462,642 967,653,000 0.54%
40 UBS Group AG 15,354,622 960,893,000 0.54%
41 ALLIANCEBERNSTEIN L.P. 15,106,136 945,342,000 0.53%
42 LSV ASSET MANAGEMENT 14,856,745 929,735,000 0.52%
43 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 14,272,217 893,155,000 0.50%
44 Fisher Asset Management, LLC 13,520,956 846,141,000 0.47%
45 ROYAL LONDON ASSET MANAGEMENT LTD 1,334,089 842,544,000 0.47%
46 NEW YORK STATE COMMON RETIREMENT FUND 12,274,028 768,109,000 0.43%
47 PNC FINANCIAL SERVICES GROUP, INC. 11,891,878 744,196,000 0.42%
48 THORNBURG INVESTMENT MANAGEMENT INC 11,835,885 740,690,000 0.41%
49 SCHRODER INVESTMENT MANAGEMENT GROUP 11,445,512 716,260,000 0.40%
50 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11,141,273 697,221,000 0.39%
Page 1 of 36

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.