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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
51 SCHRODER INVESTMENT MANAGEMENT GROUP 10,744,393 667,655,000 0.39%
52 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 10,665,976 662,784,000 0.39%
53 EATON VANCE MANAGEMENT 10,399,659 646,235,000 0.38%
54 AJO, LP 10,360,227 643,785,000 0.38%
55 Capital Research Global Investors 10,228,642 635,608,000 0.37%
56 BANK OF MONTREAL /CAN/ 9,702,900 602,939,000 0.35%
57 Sanders Capital, LLC 9,206,926 587,627,000 0.34%
58 Clearbridge Investments, LLC 9,360,517 581,663,000 0.34%
59 PARAMETRIC PORTFOLIO ASSOCIATES LLC 9,255,895 575,161,000 0.34%
60 WADDELL & REED FINANCIAL INC 9,179,748 570,430,000 0.33%
61 PRINCIPAL FINANCIAL GROUP INC 9,123,876 566,957,000 0.33%
62 EMERALD ACQUISITION LTD. 8,797,214 546,431,000 0.32%
63 PUTNAM INVESTMENTS LLC 8,515,463 529,151,000 0.31%
64 BlackRock Finance, Inc. 8,398,429 521,879,000 0.31%
65 APG Asset Management N.V. 8,388,137 521,239,000 0.31%
66 THORNBURG INVESTMENT MANAGEMENT INC 8,376,594 520,522,000 0.31%
67 AMERICAN CENTURY COMPANIES INC 8,237,585 511,884,000 0.30%
68 GREENHAVEN ASSOCIATES INC 8,181,269 504,457,000 0.30%
69 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 7,949,450 493,979,000 0.29%
70 CREDIT SUISSE AG/ 7,920,766 492,196,000 0.29%
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,915,800 491,888,000 0.29% Call
72 PRUDENTIAL PLC 7,913,833 491,765,000 0.29%
73 Mitsubishi UFJ Trust & Banking Corp 7,713,950 479,345,000 0.28%
74 TEACHERS ADVISORS, LLC 7,250,520 450,547,000 0.26%
75 FIL Ltd 7,153,519 444,519,000 0.26%
76 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 7,091,307 440,654,000 0.26%
77 OppenheimerFunds, Inc. 7,014,040 435,852,000 0.26%
78 CANADA PENSION PLAN INVESTMENT BOARD 6,867,616 426,754,000 0.25%
79 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 6,447,645 400,657,000 0.24%
80 Brandywine Global Investment Management, LLC 6,396,214 397,461,000 0.23%
81 LORD, ABBETT & CO. LLC 6,390,047 397,078,000 0.23%
82 Mizuho Trust & Banking Co., Ltd. 6,231,091 387,200,000 0.23%
83 abrdn Investment Management Ltd 6,186,284 384,571,000 0.23%
84 NORDEA INVESTMENT MANAGEMENT AB 6,156,289 382,552,000 0.22%
85 GENERAL ELECTRIC CO 5,981,710 371,703,000 0.22%
86 JPMORGAN CHASE & CO 5,631,223 349,924,000 0.21%
87 RHUMBLINE ADVISERS 5,616,821 349,029,000 0.20%
88 ADAGE CAPITAL PARTNERS GP, L.L.C. 5,529,807 343,622,000 0.20%
89 PZENA INVESTMENT MANAGEMENT LLC 5,363,320 333,277,000 0.20%
90 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 5,344,693 332,119,000 0.19%
91 JENNISON ASSOCIATES LLC 5,291,295 328,801,000 0.19%
92 BlackRock Japan Co. Ltd 5,198,805 323,054,000 0.19%
93 DIAMOND HILL CAPITAL MANAGEMENT INC 5,036,017 312,938,000 0.18%
94 FAYEZ SAROFIM & CO 5,010,261 310,848,000 0.18%
95 CANADA LIFE ASSURANCE Co 4,848,028 300,295,000 0.18%
96 EdgePoint Investment Group Inc. 4,815,723 299,249,000 0.18%
97 BANK OF AMERICA CORP /DE/ 4,792,700 297,818,000 0.17% Put
98 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 4,700,000 292,058,000 0.17%
99 State of New Jersey Common Pension Fund D 4,570,000 283,980,000 0.17%
100 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,493,000 279,195,000 0.16% Put
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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.