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

Institutional Holders (2017Q1)
Portfolio Summary: 2,128 Institutional holders with a total value of $238,465,216,659.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Allianz Asset Management GmbH 9,089,616 798,432,000 0.33%
52 AJO, LP 8,980,565 788,853,000 0.33%
53 TEACHERS ADVISORS, LLC 8,644,738 759,354,000 0.32%
54 PRINCIPAL FINANCIAL GROUP INC 8,476,180 744,548,000 0.31%
55 PUTNAM INVESTMENTS LLC 8,424,764 740,031,000 0.31%
56 SCHRODER INVESTMENT MANAGEMENT GROUP 8,001,754 712,396,000 0.30%
57 WADDELL & REED FINANCIAL INC 7,931,798 696,729,000 0.29%
58 CREDIT SUISSE AG/ 7,753,265 681,047,000 0.29%
59 CANADA PENSION PLAN INVESTMENT BOARD 7,743,217 680,164,000 0.29%
60 Clearbridge Investments, LLC 7,723,535 678,435,000 0.28%
61 BANK OF MONTREAL /CAN/ 7,653,144 672,253,000 0.28%
62 abrdn Investment Management Ltd 7,539,587 662,315,000 0.28%
63 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 7,487,350 657,688,000 0.28%
64 Mitsubishi UFJ Trust & Banking Corp 7,411,007 650,983,000 0.27%
65 AMUNDI ASSET MANAGEMENT US, INC. 7,402,919 650,272,000 0.27%
66 APG Asset Management N.V. 7,356,857 646,226,000 0.27%
67 GREENHAVEN ASSOCIATES INC 7,323,232 643,273,000 0.27%
68 FIL Ltd 7,219,282 634,141,000 0.27%
69 RUSSELL INVESTMENTS GROUP, LTD. 6,968,815 612,274,000 0.26%
70 PARAMETRIC PORTFOLIO ASSOCIATES LLC 6,834,855 600,374,000 0.25%
71 HSBC HOLDINGS PLC 6,806,638 599,066,000 0.25%
72 PRUDENTIAL PLC 6,617,131 581,249,000 0.24%
73 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 6,335,273 556,490,000 0.23%
74 Sanders Capital, LLC 6,137,671 556,077,000 0.23%
75 RHUMBLINE ADVISERS 6,207,226 545,243,000 0.23%
76 THORNBURG INVESTMENT MANAGEMENT INC 6,149,419 540,165,000 0.23%
77 NORDEA INVESTMENT MANAGEMENT AB 5,947,949 522,468,000 0.22%
78 ADAGE CAPITAL PARTNERS GP, L.L.C. 5,750,307 505,107,000 0.21%
79 Asset Management One Co., Ltd. 5,735,711 504,243,000 0.21%
80 AQR CAPITAL MANAGEMENT LLC 5,513,388 484,296,000 0.20%
81 LORD, ABBETT & CO. LLC 5,508,461 483,863,000 0.20%
82 Brandywine Global Investment Management, LLC 5,504,257 483,494,000 0.20%
83 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 5,288,473 464,539,000 0.19%
84 Swedbank 5,261,038 462,130,000 0.19%
85 VOYA INVESTMENT MANAGEMENT LLC 5,157,488 453,034,000 0.19%
86 OppenheimerFunds, Inc. 4,767,521 418,779,000 0.18%
87 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,728,400 415,343,000 0.17% Call
88 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 4,700,000 412,848,000 0.17%
89 STATE OF MICHIGAN RETIREMENT SYSTEM 4,670,500 410,257,000 0.17%
90 FAYEZ SAROFIM & CO 4,641,065 407,671,000 0.17%
91 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,473,200 392,926,000 0.16% Put
92 RAYMOND JAMES & ASSOCIATES 4,405,545 386,984,000 0.16%
93 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 4,382,844 384,989,000 0.16%
94 JPMORGAN CHASE & CO 4,334,655 380,755,000 0.16%
95 CANADA LIFE ASSURANCE Co 4,284,956 376,288,000 0.16%
96 DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN 4,221,227 370,800,000 0.16%
97 PZENA INVESTMENT MANAGEMENT LLC 4,169,609 366,258,000 0.15%
98 DIAMOND HILL CAPITAL MANAGEMENT INC 4,132,185 362,971,000 0.15%
99 State of New Jersey Common Pension Fund D 4,122,000 362,076,000 0.15%
100 STIFEL FINANCIAL CORP 4,076,049 358,076,000 0.15%
Page 2 of 43

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.