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

Institutional Holders (2017Q1)
Portfolio Summary: 1,496 Institutional holders with a total value of $227,187,791,075.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 246,169,939 21,623,568,000 9.52%
2 BlackRock Finance, Inc. 230,231,208 20,223,510,000 8.90%
3 STATE STREET CORP 170,534,760 14,979,775,000 6.59%
4 FMR LLC 99,991,151 8,783,222,000 3.87%
5 Capital World Investors 98,942,021 8,691,067,000 3.83%
6 PRICE T ROWE ASSOCIATES INC /MD/ 71,679,176 6,296,299,000 2.77%
7 WELLINGTON MANAGEMENT GROUP LLP 62,677,811 5,505,618,000 2.42%
8 BANK OF AMERICA CORP /DE/ 53,553,914 4,704,176,000 2.07%
9 NORTHERN TRUST CORP 48,118,271 4,226,709,000 1.86%
10 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 46,369,741 4,073,118,000 1.79%
11 Bank of New York Mellon Corp 41,747,729 3,667,120,000 1.61%
12 MORGAN STANLEY 36,675,899 3,221,612,000 1.42%
13 GEODE CAPITAL MANAGEMENT, LLC 35,529,837 3,116,592,000 1.37%
14 NORGES BANK 34,063,456 2,992,134,000 1.32%
15 AMERIPRISE FINANCIAL INC 31,986,181 2,809,477,000 1.24%
16 Capital Research Global Investors 30,949,681 2,718,620,000 1.20%
17 FRANKLIN RESOURCES INC 30,007,142 2,635,874,000 1.16%
18 DIMENSIONAL FUND ADVISORS LP 28,507,217 2,504,275,000 1.10%
19 Invesco Ltd. 27,598,658 2,424,264,000 1.07%
20 WELLS FARGO & COMPANY/MN 26,600,016 2,336,546,000 1.03%
21 DODGE & COX 26,367,890 2,316,155,000 1.02%
22 PRIMECAP MANAGEMENT CO/CA/ 23,388,282 2,054,427,000 0.90%
23 Boston Partners 21,474,745 1,886,341,000 0.83%
24 GOLDMAN SACHS GROUP INC 20,695,175 1,817,865,000 0.80%
25 BARROW HANLEY MEWHINNEY & STRAUSS LLC 20,439,595 1,795,414,000 0.79%
26 Legal & General Group Plc 17,399,473 1,528,449,000 0.67%
27 TIAA CREF INVESTMENT MANAGEMENT LLC 17,239,530 1,514,320,000 0.67%
28 Neuberger Berman Group LLC 16,088,157 1,413,184,000 0.62%
29 DAVIS SELECTED ADVISERS 15,274,029 1,341,671,000 0.59%
30 ROYAL BANK OF CANADA 14,534,265 1,276,691,000 0.56%
31 Fisher Asset Management, LLC 13,889,188 1,220,026,000 0.54%
32 ALLIANCEBERNSTEIN L.P. 13,510,751 1,186,784,000 0.52%
33 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13,423,257 1,179,098,894 0.52%
34 HARRIS ASSOCIATES L P 12,621,130 1,108,640,000 0.49%
35 EAGLE CAPITAL MANAGEMENT LLC 12,385,322 1,087,927,000 0.48%
36 LSV ASSET MANAGEMENT 12,352,894 1,085,078,000 0.48%
37 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11,817,131 1,038,017,000 0.46%
38 MANUFACTURERS LIFE INSURANCE COMPANY, THE 11,789,966 1,035,631,000 0.46%
39 DEUTSCHE BANK AG\ 11,747,652 1,031,906,000 0.45%
40 JENNISON ASSOCIATES LLC 11,580,533 1,017,234,000 0.45%
41 NEW YORK STATE COMMON RETIREMENT FUND 11,024,406 968,384,000 0.43%
42 PNC FINANCIAL SERVICES GROUP, INC. 10,997,451 966,017,000 0.43%
43 Sumitomo Mitsui Trust Group, Inc. 10,659,876 936,364,000 0.41%
44 PRUDENTIAL FINANCIAL INC 10,341,678 908,414,000 0.40%
45 EATON VANCE MANAGEMENT 10,187,217 894,845,000 0.39%
46 AMERICAN CENTURY COMPANIES INC 9,311,151 817,892,000 0.36%
47 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 9,215,976 809,531,000 0.36%
48 Allianz Asset Management GmbH 9,089,616 798,432,000 0.35%
49 AJO, LP 8,980,565 788,853,000 0.35%
50 TEACHERS ADVISORS, LLC 8,644,738 759,354,000 0.33%
Page 1 of 30

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.