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

Institutional Holders (2016Q2)
Portfolio Summary: 1,882 Institutional holders with a total value of $170,348,944,300.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 229,636,598 14,269,618,000 8.38%
2 STATE STREET CORP 150,659,066 9,361,978,000 5.50%
3 Capital World Investors 109,635,004 6,812,719,000 4.00%
4 BlackRock Institutional Trust Company, N.A. 97,192,616 6,039,549,000 3.55%
5 FMR LLC 83,454,621 5,185,869,000 3.04%
6 WELLINGTON MANAGEMENT GROUP LLP 68,522,209 4,257,971,000 2.50%
7 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 60,516,465 3,760,494,000 2.21%
8 PRICE T ROWE ASSOCIATES INC /MD/ 60,244,434 3,743,589,000 2.20%
9 BANK OF AMERICA CORP /DE/ 51,506,887 3,200,635,000 1.88%
10 NORTHERN TRUST CORP 49,733,999 3,090,471,000 1.81%
11 Bank of New York Mellon Corp 43,244,701 2,687,226,000 1.58%
12 FRANKLIN RESOURCES INC 42,729,841 2,655,217,000 1.56%
13 BlackRock Fund Advisors 42,696,451 2,653,157,000 1.56%
14 Invesco Ltd. 36,611,872 2,275,064,000 1.34%
15 AMERIPRISE FINANCIAL INC 36,300,254 2,255,743,000 1.32%
16 NORGES BANK 33,637,364 2,090,226,000 1.23%
17 MORGAN STANLEY 32,961,237 2,048,210,000 1.20%
18 BlackRock Group LTD 31,946,681 1,985,167,000 1.17%
19 GEODE CAPITAL MANAGEMENT, LLC 30,600,459 1,898,257,000 1.11%
20 BARROW HANLEY MEWHINNEY & STRAUSS LLC 30,137,691 1,872,757,000 1.10%
21 DODGE & COX 27,832,599 1,729,518,000 1.02%
22 DIMENSIONAL FUND ADVISORS LP 26,852,672 1,668,461,000 0.98%
23 HARRIS ASSOCIATES L P 26,205,547 1,628,413,000 0.96%
24 BLACKROCK ADVISORS LLC 26,090,238 1,621,247,000 0.95%
25 Boston Partners 25,214,692 1,566,840,000 0.92%
26 WELLS FARGO & COMPANY/MN 24,719,725 1,536,084,000 0.90%
27 LANSDOWNE PARTNERS (UK) LLP 23,537,369 1,462,619,000 0.86%
28 PRIMECAP MANAGEMENT CO/CA/ 21,518,107 1,337,135,000 0.78%
29 DEUTSCHE BANK AG\ 19,985,781 1,241,909,000 0.73%
30 BlackRock Investment Management, LLC 18,058,924 1,122,182,000 0.66%
31 DAVIS SELECTED ADVISERS 17,776,261 1,104,617,000 0.65%
32 Neuberger Berman Group LLC 17,447,748 1,084,203,000 0.64%
33 Legal & General Group Plc 17,333,909 1,077,004,000 0.63%
34 TIAA CREF INVESTMENT MANAGEMENT LLC 17,133,860 1,064,698,000 0.63%
35 GOLDMAN SACHS GROUP INC 16,748,074 1,040,725,000 0.61%
36 Capital International Investors 14,622,101 908,617,000 0.53%
37 Fisher Asset Management, LLC 13,996,473 871,560,000 0.51%
38 MANUFACTURERS LIFE INSURANCE COMPANY, THE 14,022,496 871,358,000 0.51%
39 EAGLE CAPITAL MANAGEMENT LLC 14,018,823 871,130,000 0.51%
40 LSV ASSET MANAGEMENT 13,971,776 868,206,000 0.51%
41 Allianz Asset Management GmbH 13,292,488 825,996,000 0.48%
42 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13,100,460 814,061,000 0.48%
43 ALLIANCEBERNSTEIN L.P. 12,899,159 801,554,000 0.47%
44 ROYAL BANK OF CANADA 12,862,494 799,273,000 0.47%
45 UBS Group AG 11,935,411 741,666,000 0.44%
46 PNC FINANCIAL SERVICES GROUP, INC. 11,870,135 737,610,000 0.43%
47 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11,761,612 731,117,000 0.43%
48 NEW YORK STATE COMMON RETIREMENT FUND 11,569,266 718,914,000 0.42%
49 PRUDENTIAL FINANCIAL INC 11,203,954 696,214,000 0.41%
50 Sumitomo Mitsui Trust Group, Inc. 10,980,131 682,305,000 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.