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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
401 HSBC HOLDINGS PLC 396,000 34,785,000 0.01% Call
402 BALYASNY ASSET MANAGEMENT L.P. 395,049 34,701,000 0.01%
403 LOCUST WOOD CAPITAL ADVISERS, LLC 393,819 34,593,000 0.01%
404 ASSOCIATED BANC-CORP 393,585 34,573,000 0.01%
405 BAROMETER CAPITAL MANAGEMENT INC. 392,100 34,442,000 0.01%
406 WATERS PARKERSON & CO., LLC 391,403 34,381,000 0.01%
407 Sumitomo Mitsui DS Asset Management Company, Ltd 388,626 34,136,000 0.01%
408 GVO Asset Management Ltd 385,111 33,860,000 0.01%
409 ING GROEP NV 382,867 33,631,000 0.01%
410 Creative Planning 381,522 33,513,000 0.01%
411 PALLADIUM PARTNERS LLC 379,323 33,320,000 0.01%
412 GMT CAPITAL CORP 376,300 33,054,000 0.01%
413 MEYER HANDELMAN CO 375,137 32,952,000 0.01%
414 PM CAPITAL Ltd 349,763 32,797,000 0.01%
415 Paloma Partners Management Co 372,400 32,711,000 0.01% Call
416 BB&T SECURITIES, LLC 371,992 32,675,000 0.01%
417 ASSETMARK, INC 369,079 32,420,000 0.01%
418 Barrett Asset Management, LLC 367,703 32,299,000 0.01%
419 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 365,610 32,116,000 0.01%
420 WEDGE CAPITAL MANAGEMENT L L P/NC 362,281 31,823,000 0.01%
421 NEW MEXICO EDUCATIONAL RETIREMENT BOARD 362,150 31,811,000 0.01%
422 SECURIAN ASSET MANAGEMENT, INC 359,036 31,538,000 0.01%
423 TCTC Holdings, LLC 355,786 31,252,000 0.01%
424 COHEN & STEERS, INC. 352,199 30,937,000 0.01%
425 COMMERZBANK AKTIENGESELLSCHAFT /FI 351,450 30,871,000 0.01%
426 TYERS ASSET MANAGEMENT LLC 349,382 30,690,000 0.01%
427 HIGHLAND CAPITAL MANAGEMENT, LLC 349,163 30,670,000 0.01%
428 Paloma Partners Management Co 347,800 30,551,000 0.01% Put
429 Estabrook Capital Management 347,543 30,528,177 0.01%
430 Parsec Financial Management, Inc. 346,696 30,454,000 0.01%
431 PAYDEN & RYGEL 346,217 30,412,000 0.01%
432 LADENBURG THALMANN FINANCIAL SERVICES INC. 345,382 30,346,000 0.01%
433 BOKF, NA 344,175 30,233,000 0.01%
434 Nexus Investment Management ULC 338,395 29,725,000 0.01%
435 WESBANCO BANK INC 338,257 29,712,000 0.01%
436 Janney Capital Management LLC 337,222 29,621,000 0.01%
437 NORTH AMERICAN MANAGEMENT CORP 332,678 29,222,000 0.01%
438 Twin Tree Management, LP 332,100 29,172,000 0.01% Call
439 SHELL ASSET MANAGEMENT CO 330,590 29,039,000 0.01%
440 ACHMEA INVESTMENT MANAGEMENT B.V. 328,217 28,831,000 0.01%
441 MANNING & NAPIER ADVISORS LLC 326,677 28,694,000 0.01%
442 First Fiduciary Investment Counsel, Inc. 321,993 28,284,000 0.01%
443 DONALDSON CAPITAL MANAGEMENT, LLC 321,944 28,280,000 0.01%
444 CRAMER ROSENTHAL MCGLYNN LLC 321,000 28,197,000 0.01%
445 MADISON INVESTMENT HOLDINGS INC 319,864 28,097,000 0.01%
446 Wilmington Savings Fund Society, FSB 319,736 28,085,000 0.01%
447 FIRST NATIONAL BANK OF OMAHA 319,679 28,080,000 0.01%
448 Rathbones Group PLC 318,238 27,954,000 0.01%
449 BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 316,700 27,819,000 0.01%
450 STEWART & PATTEN CO LLC 315,515 27,715,000 0.01%
Page 9 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.