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JPMORGAN CHASE & CO
JPMORGAN CHASE & CO. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 1,750 Institutional holders with a total value of $170,416,034,626.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 209,360,838 12,683,080,000 7.44%
2 STATE STREET CORP 163,827,104 9,924,653,000 5.82%
3 FMR LLC 124,495,660 7,541,947,000 4.43%
4 BlackRock Institutional Trust Company, N.A. 103,593,641 6,275,703,000 3.68%
5 Capital World Investors 101,826,410 6,168,644,000 3.62%
6 WELLINGTON MANAGEMENT GROUP LLP 67,767,495 4,105,355,000 2.41%
7 PRICE T ROWE ASSOCIATES INC /MD/ 67,386,767 4,082,290,000 2.40%
8 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 60,838,033 3,685,568,039 2.16%
9 NORTHERN TRUST CORP 55,576,107 3,366,801,000 1.98%
10 Bank of New York Mellon Corp 50,325,041 3,048,692,000 1.79%
11 BlackRock Fund Advisors 39,893,389 2,416,742,000 1.42%
12 FRANKLIN RESOURCES INC 38,237,566 2,316,423,000 1.36%
13 Invesco Ltd. 37,267,449 2,257,663,000 1.32%
14 BANK OF AMERICA CORP /DE/ 36,663,270 2,221,061,000 1.30%
15 AMERIPRISE FINANCIAL INC 33,915,557 2,054,726,000 1.21%
16 BlackRock Group LTD 33,420,034 2,024,585,000 1.19%
17 BARROW HANLEY MEWHINNEY & STRAUSS LLC 33,334,397 2,019,397,000 1.18%
18 HARRIS ASSOCIATES L P 32,396,811 1,962,599,000 1.15%
19 NORGES BANK 31,999,164 1,938,510,000 1.14%
20 MORGAN STANLEY 31,805,772 1,926,795,000 1.13%
21 BLACKROCK ADVISORS LLC 31,394,213 1,901,862,000 1.12%
22 GEODE CAPITAL MANAGEMENT, LLC 30,526,875 1,846,566,000 1.08%
23 Boston Partners 24,694,020 1,495,963,000 0.88%
24 DODGE & COX 23,893,905 1,447,493,000 0.85%
25 DIMENSIONAL FUND ADVISORS LP 22,952,418 1,390,413,000 0.82%
26 GOLDMAN SACHS GROUP INC 21,573,505 1,306,923,000 0.77%
27 WELLS FARGO & COMPANY/MN 20,805,172 1,260,376,000 0.74%
28 LANSDOWNE PARTNERS (UK) LLP 20,683,232 1,253,001,000 0.74%
29 BlackRock Investment Management, LLC 18,924,761 1,146,462,000 0.67%
30 CREDIT SUISSE AG/ 18,649,611 1,129,793,000 0.66%
31 MANAGED ACCOUNT ADVISORS LLC 18,595,543 1,126,518,000 0.66%
32 DAVIS SELECTED ADVISERS 18,578,018 1,125,456,000 0.66%
33 Neuberger Berman Group LLC 18,035,799 1,092,609,000 0.64%
34 MANUFACTURERS LIFE INSURANCE COMPANY, THE 17,765,203 1,076,216,000 0.63%
35 Allianz Asset Management GmbH 16,752,342 1,014,857,000 0.60%
36 TIAA CREF INVESTMENT MANAGEMENT LLC 16,531,105 1,001,454,000 0.59%
37 UBS Group AG 15,997,577 969,133,000 0.57%
38 Legal & General Group Plc 15,836,005 959,322,000 0.56%
39 DEUTSCHE BANK AG\ 14,911,149 903,308,000 0.53%
40 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 14,879,520 901,401,000 0.53%
41 LSV ASSET MANAGEMENT 14,701,097 890,592,000 0.52%
42 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 14,453,986 875,622,000 0.51%
43 Fisher Asset Management, LLC 13,578,128 822,563,000 0.48%
44 NEW YORK STATE COMMON RETIREMENT FUND 12,519,653 758,441,000 0.45%
45 SCHRODER INVESTMENT MANAGEMENT GROUP 12,463,505 742,201,000 0.44%
46 THORNBURG INVESTMENT MANAGEMENT INC 12,120,243 734,244,000 0.43%
47 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 12,001,372 727,044,000 0.43%
48 PNC FINANCIAL SERVICES GROUP, INC. 11,785,446 713,961,000 0.42%
49 ALLIANCEBERNSTEIN L.P. 11,196,189 678,265,000 0.40%
50 EATON VANCE MANAGEMENT 11,185,781 677,635,000 0.40%
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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.