Dark
Light
System
Security
J.P. MORGAN CHASE & CO
J.P. MORGAN CHASE & CO. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 59 Institutional holders with a total value of $628,453,854.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Capital World Investors 3,390,000 150,075,000 23.88%
2 MILLER VALUE PARTNERS, LLC 1,734,725 76,797,000 12.22%
3 VANTIS INVESTMENT ADVISERS L.P. 1,541,000 70,005,000 11.14%
4 RUANE, CUNNIFF & GOLDFARB INC 1,400,000 61,978,000 9.86%
5 Chou Associates Management Inc. 1,126,347 49,863,000 7.93%
6 OTA Financial Group L.P. 665,439 29,458,000 4.69%
7 VERTEX ONE ASSET MANAGEMENT INC. 486,379 21,532,000 3.43%
8 SCHWERIN BOYLE CAPITAL MANAGEMENT INC 395,053 17,489,000 2.78%
9 COURANT INVESTMENT MANAGEMENT LLC 356,462 15,781,000 2.51%
10 UNITED CAPITAL FINANCIAL ADVISORS, LLC 315,962 13,988,000 2.23%
11 Biondo Investment Advisors, LLC 312,002 13,812,000 2.20%
12 MORGAN STANLEY 236,725 10,480,000 1.67%
13 HOSKING PARTNERS LLP 198,557 8,790,000 1.40% PRN
14 WOLVERINE ASSET MANAGEMENT LLC 166,513 7,371,000 1.17%
15 MAGNOLIA GROUP, LLC 163,236 7,226,000 1.15%
16 Matthew 25 Management Corp 155,000 6,862,000 1.09%
17 SALZHAUER MICHAEL 150,593 6,667,000 1.06%
18 Twin Tree Management, LP 137,900 6,105,000 0.97%
19 PL Capital Advisors, LLC 110,500 4,892,000 0.78%
20 NEW GENERATION ADVISORS, LLC 101,235 4,482,000 0.71% Call
21 GUARDIAN POINT CAPITAL, LP 100,000 4,427,000 0.70%
22 Dalton Investments, Inc. 90,710 4,016,000 0.64%
23 AMI INVESTMENT MANAGEMENT INC 90,620 4,012,000 0.64%
24 Oxbow Advisors, LLC 66,325 2,938,000 0.47%
25 ROYAL BANK OF CANADA 57,951 2,565,000 0.41%
26 ONTARIO TEACHERS PENSION PLAN BOARD 52,400 2,320,000 0.37%
27 BRAVE ASSET MANAGEMENT INC 50,401 2,231,000 0.35%
28 West Family Investments, Inc. 50,200 2,222,000 0.35%
29 WITTENBERG INVESTMENT MANAGEMENT, INC. 48,595 2,151,000 0.34%
30 Neuberger Berman Group LLC 38,875 1,721,000 0.27%
31 Teewinot Capital Advisers, L.L.C. 36,656 1,623,000 0.26%
32 Cannell & Co. 36,125 1,599,000 0.25%
33 BANK OF AMERICA CORP /DE/ 35,600 1,576,000 0.25%
34 SCHARF INVESTMENTS, LLC 33,773 1,495,000 0.24%
35 LPL Financial LLC 24,477 1,113,000 0.18%
36 HARBOR ADVISORS LLC 25,000 1,107,000 0.18%
37 MALTESE CAPITAL MANAGEMENT LLC 20,000 885,000 0.14%
38 CONTINENTAL ADVISORS LLC 18,545 821,000 0.13%
39 Cutler Capital Management, LLC 16,000 708,000 0.11%
40 UBS Group AG 14,464 640,000 0.10%
41 Waverton Investment Management Ltd 600,000 600,000 0.10%
42 AMERIPRISE FINANCIAL INC 11,050 489,000 0.08%
43 ARROWGRASS CAPITAL PARTNERS (US) LP 10,000 443,000 0.07%
44 RAYMOND JAMES & ASSOCIATES 9,820 435,000 0.07%
45 WELLS FARGO & COMPANY/MN 8,225 364,000 0.06%
46 Concert Wealth Management Inc. 7,433 329,000 0.05%
47 ADVISOR GROUP, INC. 6,140 272,000 0.04%
48 BANK OF MONTREAL /CAN/ 6,481 249,000 0.04%
49 OPPENHEIMER & CO INC 5,238 232,000 0.04%
50 CIRCLE WEALTH MANAGEMENT, LLC 5,147 228,000 0.04%
Page 1 of 2

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.