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

Institutional Holders (2016Q1)
Portfolio Summary: 1,874 Institutional holders with a total value of $163,547,987,831.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 224,943,989 13,321,183,000 8.15%
2 STATE STREET CORP 155,066,101 9,183,008,000 5.61%
3 Capital World Investors 115,180,755 6,821,004,000 4.17%
4 BlackRock Institutional Trust Company, N.A. 98,071,096 5,807,770,000 3.55%
5 FMR LLC 93,517,462 5,538,104,000 3.39%
6 WELLINGTON MANAGEMENT GROUP LLP 69,735,097 4,129,713,000 2.53%
7 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 59,184,471 3,504,906,000 2.14%
8 PRICE T ROWE ASSOCIATES INC /MD/ 55,488,304 3,286,017,000 2.01%
9 BANK OF AMERICA CORP /DE/ 51,139,959 3,028,509,000 1.85%
10 NORTHERN TRUST CORP 49,790,757 2,948,610,000 1.80%
11 Bank of New York Mellon Corp 44,832,523 2,654,982,000 1.62%
12 FRANKLIN RESOURCES INC 42,060,882 2,490,856,000 1.52%
13 BlackRock Fund Advisors 41,863,928 2,479,182,000 1.52%
14 Invesco Ltd. 36,802,138 2,179,423,000 1.33%
15 AMERIPRISE FINANCIAL INC 35,348,536 2,093,144,000 1.28%
16 MORGAN STANLEY 34,089,160 2,018,760,000 1.23%
17 BlackRock Group LTD 32,148,903 1,903,859,000 1.16%
18 NORGES BANK 31,479,834 1,864,236,000 1.14%
19 BARROW HANLEY MEWHINNEY & STRAUSS LLC 31,034,044 1,837,835,000 1.12%
20 GEODE CAPITAL MANAGEMENT, LLC 31,032,893 1,834,191,000 1.12%
21 HARRIS ASSOCIATES L P 29,150,469 1,726,291,000 1.06%
22 BLACKROCK ADVISORS LLC 27,978,440 1,656,882,000 1.01%
23 DODGE & COX 26,416,949 1,564,412,000 0.96%
24 Boston Partners 25,767,714 1,525,965,000 0.93%
25 DIMENSIONAL FUND ADVISORS LP 25,316,719 1,499,340,000 0.92%
26 WELLS FARGO & COMPANY/MN 24,369,142 1,443,140,000 0.88%
27 LANSDOWNE PARTNERS (UK) LLP 23,144,672 1,370,629,000 0.84%
28 PRIMECAP MANAGEMENT CO/CA/ 20,518,581 1,215,110,000 0.74%
29 GOLDMAN SACHS GROUP INC 18,873,558 1,117,692,000 0.68%
30 Neuberger Berman Group LLC 18,759,020 1,110,909,000 0.68%
31 BlackRock Investment Management, LLC 18,332,306 1,085,639,000 0.66%
32 DEUTSCHE BANK AG\ 17,816,700 1,055,099,000 0.65%
33 DAVIS SELECTED ADVISERS 17,643,028 1,044,820,000 0.64%
34 TIAA CREF INVESTMENT MANAGEMENT LLC 17,369,419 1,028,617,000 0.63%
35 Legal & General Group Plc 16,716,396 990,022,000 0.61%
36 MANUFACTURERS LIFE INSURANCE COMPANY, THE 15,359,574 917,121,000 0.56%
37 Allianz Asset Management GmbH 14,692,508 870,091,000 0.53%
38 Fisher Asset Management, LLC 14,000,265 866,196,000 0.53%
39 LSV ASSET MANAGEMENT 14,242,423 843,436,000 0.52%
40 ROYAL BANK OF CANADA 14,028,326 830,757,000 0.51%
41 Capital International Investors 13,353,769 790,810,000 0.48%
42 EAGLE CAPITAL MANAGEMENT LLC 13,278,391 786,346,000 0.48%
43 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13,168,706 779,851,000 0.48%
44 ALLIANCEBERNSTEIN L.P. 12,892,440 763,490,000 0.47%
45 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 12,178,962 721,239,000 0.44%
46 PNC FINANCIAL SERVICES GROUP, INC. 12,132,922 718,514,000 0.44%
47 UBS Group AG 11,594,901 686,650,000 0.42%
48 WADDELL & REED FINANCIAL INC 11,426,054 676,650,000 0.41%
49 NEW YORK STATE COMMON RETIREMENT FUND 11,424,799 676,577,000 0.41%
50 Sumitomo Mitsui Trust Group, Inc. 10,969,603 649,620,000 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.