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

Institutional Holders (2016Q3)
Portfolio Summary: 1,889 Institutional holders with a total value of $178,425,242,914.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 233,811,421 15,569,503,000 8.73%
2 STATE STREET CORP 113,336,138 7,547,054,000 4.23%
3 Capital World Investors 111,321,984 7,412,931,000 4.15%
4 BlackRock Institutional Trust Company, N.A. 96,889,224 6,451,853,000 3.62%
5 FMR LLC 80,871,308 5,385,220,000 3.02%
6 WELLINGTON MANAGEMENT GROUP LLP 67,947,925 4,524,654,000 2.54%
7 PRICE T ROWE ASSOCIATES INC /MD/ 63,490,183 4,227,811,000 2.37%
8 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 54,835,901 3,651,522,000 2.05%
9 BANK OF AMERICA CORP /DE/ 52,232,481 3,478,161,000 1.95%
10 NORTHERN TRUST CORP 49,263,421 3,280,452,000 1.84%
11 BlackRock Fund Advisors 44,584,406 2,968,876,000 1.66%
12 Bank of New York Mellon Corp 42,330,739 2,818,802,000 1.58%
13 FRANKLIN RESOURCES INC 40,173,932 2,674,861,000 1.50%
14 Invesco Ltd. 35,992,305 2,396,727,000 1.34%
15 AMERIPRISE FINANCIAL INC 35,337,505 2,354,065,000 1.32%
16 MORGAN STANLEY 35,011,692 2,331,429,000 1.31%
17 NORGES BANK 33,754,897 2,146,834,000 1.20%
18 BlackRock Group LTD 31,595,030 2,103,912,000 1.18%
19 GEODE CAPITAL MANAGEMENT, LLC 31,608,117 2,101,482,000 1.18%
20 DODGE & COX 28,520,669 1,899,191,000 1.06%
21 DIMENSIONAL FUND ADVISORS LP 27,563,476 1,835,254,000 1.03%
22 BARROW HANLEY MEWHINNEY & STRAUSS LLC 25,624,180 1,706,314,000 0.96%
23 WELLS FARGO & COMPANY/MN 24,587,827 1,637,302,000 0.92%
24 HARRIS ASSOCIATES L P 24,434,835 1,627,116,000 0.91%
25 BLACKROCK ADVISORS LLC 24,413,740 1,625,711,000 0.91%
26 Boston Partners 24,294,190 1,617,750,000 0.91%
27 LANSDOWNE PARTNERS (UK) LLP 23,963,227 1,595,708,000 0.89%
28 PRIMECAP MANAGEMENT CO/CA/ 23,463,307 1,562,422,000 0.88%
29 BlackRock Investment Management, LLC 17,381,586 1,157,440,000 0.65%
30 Neuberger Berman Group LLC 17,221,598 1,146,786,000 0.64%
31 Legal & General Group Plc 17,132,632 1,140,815,000 0.64%
32 DAVIS SELECTED ADVISERS 16,953,276 1,128,919,000 0.63%
33 DEUTSCHE BANK AG\ 16,181,579 1,077,521,000 0.60%
34 TIAA CREF INVESTMENT MANAGEMENT LLC 15,862,705 1,056,298,000 0.59%
35 GOLDMAN SACHS GROUP INC 15,415,399 1,026,510,000 0.58%
36 Capital International Investors 14,636,931 974,673,000 0.55%
37 Capital Research Global Investors 13,928,002 927,466,000 0.52%
38 Fisher Asset Management, LLC 13,894,275 925,220,000 0.52%
39 LSV ASSET MANAGEMENT 13,845,401 921,965,000 0.52%
40 MANUFACTURERS LIFE INSURANCE COMPANY, THE 13,506,706 899,412,000 0.50%
41 EAGLE CAPITAL MANAGEMENT LLC 13,494,680 898,611,000 0.50%
42 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13,303,093 885,852,000 0.50%
43 ROYAL BANK OF CANADA 13,083,783 871,251,000 0.49%
44 UBS Group AG 12,451,388 829,139,000 0.46%
45 ALLIANCEBERNSTEIN L.P. 12,240,829 815,117,000 0.46%
46 CREDIT SUISSE AG/ 11,826,325 787,514,000 0.44%
47 PNC FINANCIAL SERVICES GROUP, INC. 11,800,652 785,803,000 0.44%
48 Allianz Asset Management GmbH 11,776,461 780,522,000 0.44%
49 NEW YORK STATE COMMON RETIREMENT FUND 11,508,041 766,320,000 0.43%
50 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 10,982,664 731,642,000 0.41%
Page 1 of 38

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.