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Notable Holders of JPMorgan Chase & Co. (JPM)

  |   Expand Research on JPM   |   * Does Not Fully Represent All Holders
Fund Title Shares % Owned Source
KLINSKY STEVEN B 647,551,100 17.04% 13F
VANGUARD GROUP INC COM 150,566,676 3.96% 13F
BlackRock Institutional Trust Company, N.A. COM 101,965,380 2.68% 13F
Wellington COM 91,767,040 2.42% 13F
Fidelity Investments COM 89,824,104 2.36% 13F
PRICE T ROWE ASSOCIATES INC /MD/ COMM STK 89,331,706 2.35% 13F
NORTHERN TRUST CORP COM 54,987,664 1.45% 13F
AMERIPRISE FINANCIAL INC COM 41,631,325 1.10% 13F
Goldman Sachs Asset Management, L.P. CMN 36,463,295 0.96% 13F
BlackRock Fund Advisors COM 28,335,168 0.75% 13F
BlackRock Group LTD COM 27,952,884 0.74% 13F
BLACKROCK ADVISORS LLC COM 26,873,530 0.71% 13F
GEODE CAPITAL MANAGEMENT LLC COM 26,341,002 0.69% 13F
JPMORGAN CHASE & CO COMMON 26,209,436 0.69% 13F
MORGAN STANLEY COM 24,215,953 0.64% 13F
BARROW HANLEY MEWHINNEY & STRAUSS LLC COM 23,927,441 0.63% 13F
TIAA CREF INVESTMENT MANAGEMENT LLC COM 23,027,978 0.61% 13F
LANSDOWNE PARTNERS LIMITED PARTNERSHIP COM 22,749,759 0.60% 13F
DEUTSCHE BANK AG\ COM 21,759,420 0.57% 13F
LSV ASSET MANAGEMENT COM 20,525,950 0.54% 13F
OPPENHEIMER FUNDS INC COM 19,613,479 0.52% 13F
Clearbridge Advisors, LLC COM 18,928,426 0.50% 13F
WELLS FARGO & CO/MN DOMESTIC COMMON 18,336,904 0.48% 13F
RUSSELL FRANK CO/ COMMON STOCKS 17,371,010 0.46% 13F
LEGAL & GENERAL GROUP PLC COM 16,885,368 0.44% 13F
BlackRock Investment Management, LLC COM 15,675,535 0.41% 13F
NEW YORK STATE COMMON RETIREMENT FUND COMMON STOCK 15,529,767 0.41% 13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC COM 15,391,477 0.41% 13F
Sumitomo Mitsui Trust Holdings, Inc. COM 14,130,585 0.37% 13F
ARONSON & JOHNSON & ORTIZ, LP COM 14,033,600 0.37% 13F
UBS AG COM 13,374,289 0.35% 13F
CREDIT SUISSE AG/ COM 12,702,760 0.33% 13F
TCW GROUP INC COM 12,435,514 0.33% 13F
SCHWAB CHARLES INVESTMENT MANAGEMENT INC COM 11,413,765 0.30% 13F
MACKENZIE FINANCIAL CORP JPMORGAN CHASE & CO *W E 11,111,167 0.29% 13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM * JPMORGAN CHASE & CO 11,075,622 0.29% 13F
Mitsubishi UFJ Trust & Banking Corp COM 11,069,939 0.29% 13F
NEW YORK STATE TEACHERS RETIREMENT SYSTEM COM 10,985,179 0.29% 13F
Maverick Capital COM 10,792,867 0.28% 13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ COM 10,188,208 0.27% 13F
DIMENSIONAL FUND ADVISORS LP COM 9,858,928 0.26% 13F
SAROFIM FAYEZ COMMON 9,720,021 0.26% 13F
JANUS CAPITAL MANAGEMENT LLC COM 9,554,359 0.25% 13F
Neuberger Berman Group LLC COMMON STOCK 9,470,983 0.25% 13F
LAZARD ASSET MANAGEMENT LLC COMMON STOCK 9,339,033 0.25% 13F
ROYAL BANK OF CANADA \ COM 9,329,032 0.25% 13F
Highfields Capital COM 8,847,473 0.23% 13F
BAKER BROS ADVISORS LLC YM BIOSCIENCES 8,611,799 0.23% 13F
BlackRock Japan Co. Ltd COM 8,054,300 0.21% 13F
STATE OF WISCONSIN INVESTMENT BOARD COM 7,558,941 0.20% 13F
Brandywine Global Investment Management, LLC COM 7,526,789 0.20% 13F
First Eagle Investment Management, LLC *W EXP 10/28/201 7,503,826 0.20% 13F
CITIGROUP INC (CALL) COM 7,485,685 0.20% 13F
TD ASSET MANAGEMENT INC COM 7,392,773 0.19% 13F
SCHRODER INVESTMENT MANAGEMENT GROUP COM 7,013,629 0.18% 13F
MAVERICK CAPITAL LTD COM 7,005,686 0.18% 13F
BMO FINANCIAL CORP COM 6,981,108 0.18% 13F
PRINCIPAL FINANCIAL GROUP INC COM 6,916,953 0.18% 13F
Mizuho Trust & Banking Co., Ltd. COM 6,780,417 0.18% 13F
CREDIT AGRICOLE S A COM 6,772,768 0.18% 13F
Timber Hill LLC (CALL) CALL 6,772,400 0.18% 13F
ING INVESTMENT MANAGEMENT CO COM 6,650,947 0.18% 13F
THORNBURG INVESTMENT MANAGEMENT INC COM 6,599,706 0.17% 13F
BlackRock Inc. COM 6,425,614 0.17% 13F
WINSLOW CAPITAL MANAGEMENT INC /MN COM 6,391,164 0.17% 13F
BARCLAYS PLC (PUT) OPT 6,010,600 0.16% 13F
WADDELL & REED FINANCIAL INC COM 5,934,440 0.16% 13F
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO COM 5,713,421 0.15% 13F
THRIVENT FINANCIAL FOR LUTHERANS COM 5,712,026 0.15% 13F
PARAMETRIC PORTFOLIO ASSOCIATES Common Stock 5,690,826 0.15% 13F
Goodman & Company, Investment Counsel Ltd. COM 5,620,065 0.15% 13F
RENAISSANCE TECHNOLOGIES LLC COM 5,568,786 0.15% 13F
ING Investment Management (Europe) B.V. COM 5,496,333 0.14% 13F
Invesco Ltd. COMMON 5,466,107 0.14% 13F
Robeco Institutional Asset Management B.V. COM 5,419,502 0.14% 13F
MFC GLOBAL INVESTMENT MANAGEMENT (U.S.), LLC COM 5,372,025 0.14% 13F
Adage Capital COM 5,107,207 0.13% 13F
Eton Park Capital Management, L.P. (CALL) COM 5,000,000 0.13% 13F
BESSEMER GROUP INC SC 4,991,012 0.13% 13F
ATALANTA SOSNOFF CAPITAL, LLC COM 4,969,677 0.13% 13F
STATE STREET CORP SHARES 4,668,864 0.12% 13F
Blue Ridge Capital COM 4,585,000 0.12% 13F
MCLEAN BUDDEN LTD COMMON 4,482,120 0.12% 13F
PIONEER INVESTMENT MANAGEMENT INC COMMSTCK 4,478,464 0.12% 13F
Manulife Asset Management (North America) Ltd COM 4,295,559 0.11% 13F
PGGM Investments COM 4,178,676 0.11% 13F
Pentwater Capital (PUT) COM 4,130,000 0.11% 13F
BNP Paribas Investment Partners S.A. COM 4,040,327 0.11% 13F
MONTAG & CALDWELL, LLC 4,007,683 0.11% 13F
TEACHERS ADVISORS INC COM 3,940,250 0.10% 13F
SUNTRUST BANKS INC 3,897,486 0.10% 13F
SAMLYN CAPITAL, LLC COM 3,857,872 0.10% 13F
SYSTEMATIC FINANCIAL MANAGEMENT LP 3,841,002 0.10% 13F
LEGG MASON CAPITAL MANAGEMENT INC COM 3,622,319 0.10% 13F
WESTWOOD MANAGEMENT CORP /TX COM 3,611,076 0.10% 13F
FIL Ltd COM 3,480,761 0.09% 13F
Numeric Investors LLC COMM 3,410,985 0.09% 13F
CS MCKEE LP COMMON 3,390,701 0.09% 13F
OZ MANAGEMENT LP (PUT) COM 3,387,100 0.09% 13F
RAINIER INVESTMENT MANAGEMENT INC/ COM 3,330,866 0.09% 13F
PNC FINANCIAL SERVICES GROUP INC COM 3,299,871 0.09% 13F
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC COMMON 3,294,900 0.09% 13F
WELLCOME TRUST LTD COM 3,100,000 0.08% 13F
MADISON SQUARE INVESTORS LLC. COM 2,866,117 0.08% 13F
DAVIS SELECTED ADVISERS COMMON 2,830,898 0.07% 13F
QVT Financial COM 2,808,248 0.07% 13F
COHEN & STEERS INC COM 2,757,594 0.07% 13F
UNITED SERVICES AUTOMOBILE ASSOCIATION COMMON 2,657,844 0.07% 13F
IG INVESTMENT MANAGEMENT LTD COM 2,645,553 0.07% 13F
SNOW CAPITAL MANAGEMENT LP COM 2,594,089 0.07% 13F
HSBC HOLDINGS PLC 2,561,986 0.07% 13F
MANUFACTURERES LIFE INSURANCE CO COM 2,516,373 0.07% 13F
COMERICA BANK COM 2,450,663 0.06% 13F
TWO SIGMA INVESTMENTS LLC COM 2,414,795 0.06% 13F
LMM LLC /MD/ *W EXP 10/28/201 2,401,160 0.06% 13F
Irish Life Investment Managers COM 2,369,697 0.06% 13F
STATE TREASURER STATE OF MICHIGAN COM 2,369,552 0.06% 13F
KINGDON CAPITAL MANAGEMENT LLC COM 2,350,000 0.06% 13F
DEPRINCE RACE & ZOLLO INC COM 2,333,760 0.06% 13F
EMINENCE CAPITAL LLC COM 2,325,788 0.06% 13F
ALGER FRED MANAGEMENT INC COMMON 2,315,161 0.06% 13F
REGIONS FINANCIAL CORP COM 2,285,329 0.06% 13F
MASON STREET ADVISORS LLC COM 2,181,972 0.06% 13F
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION COM 2,173,400 0.06% 13F
ROYAL BANK OF SCOTLAND GROUP PLC COM 2,166,054 0.06% 13F
IRONBRIDGE CAPITAL MANAGEMENT LP COM 2,154,002 0.06% 13F
Parallax Volatility Advisers, LLC (PUT) COM 2,069,700 0.05% 13F
Odey Asset Management Group Ltd COM 2,064,300 0.05% 13F
Employees Retirement System of Texas COM 2,008,355 0.05% 13F
COOKE & BIELER LP COM 2,006,865 0.05% 13F
TRILOGY GLOBAL ADVISORS LP COM 1,994,484 0.05% 13F
DIAMONDBACK CAPITAL MANAGEMENT, LLC COM 1,887,308 0.05% 13F
AQR CAPITAL MANAGEMENT LLC COM 1,850,762 0.05% 13F
NOMURA ASSET MANAGEMENT CO LTD 1,726,049 0.05% 13F
COMMONWEALTH BANK OF AUSTRALIA COM 1,726,011 0.05% 13F
PARNASSUS INVESTMENTS /CA COMMON STOCK 1,700,000 0.04% 13F
MARATHON ASSET MANAGEMENT LP (CALL) COM 1,645,000 0.04% 13F
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD COM 1,640,838 0.04% 13F
ANALYTIC INVESTORS INC/CA 1,576,155 0.04% 13F
QUAKER CAPITAL MANAGEMENT CORP COM 1,552,827 0.04% 13F
Citadel (PUT) CMN 1,551,800 0.04% 13F
KNOTT DAVID M COMMON 1,512,600 0.04% 13F
OMERS ADMINISTRATION CORP COM 1,484,242 0.04% 13F
BATTERYMARCH FINANCIAL MANAGEMENT INC COM 1,470,548 0.04% 13F
GMT CAPITAL CORP COM 1,468,600 0.04% 13F
SHELL ASSET MANAGEMENT CO COM 1,461,764 0.04% 13F
Legg Mason Investment Counsel, LLC COM 1,451,060 0.04% 13F
SG Americas Securities, LLC 1,447,576 0.04% 13F
IVORY INVESTMENT MANAGEMENT. L.P. COM 1,445,555 0.04% 13F
PUBLIC SECTOR PENSION INVESTMENT BOARD COMMON 1,436,799 0.04% 13F
MARTIN CURRIE LTD COM 1,397,840 0.04% 13F
GLENMEDE TRUST CO NA COMMON 1,371,365 0.04% 13F
SEIZERT CAPITAL PARTNERS, LLC COM 1,363,907 0.04% 13F
GAMCO Investors COM 1,361,033 0.04% 13F
KING LUTHER CAPITAL MANAGEMENT CORP COM 1,340,512 0.04% 13F
CHICAGO EQUITY PARTNERS LLC COM 1,279,665 0.03% 13F
Chou Associates Management Inc. W EXP 10/28/201 1,279,423 0.03% 13F
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1,244,874 0.03% 13F
GABELLI FUNDS LLC COM 1,219,287 0.03% 13F
Korea Investment CORP COM 1,200,200 0.03% 13F
KBC Group NV COM 1,194,765 0.03% 13F
F&C Asset Management plc USD1 1,182,887 0.03% 13F
Taconic Capital Advisors LP (CALL) COM 1,178,400 0.03% 13F
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. ALERIAN ML ETN 1,157,523 0.03% 13F
Focused Investors LLC COM 1,151,900 0.03% 13F
MACQUARIE GROUP LTD COMMON STOCK 1,127,949 0.03% 13F
HBK Sorce Advisory LLC ALERIAN ML ETN 1,119,139 0.03% 13F
WOLVERINE ASSET MANAGEMENT LLC COM 1,115,716 0.03% 13F
Walleye Trading LLC (PUT) COM 1,113,800 0.03% 13F
GUGGENHEIM CAPITAL LLC COM 1,111,280 0.03% 13F
DIAM Co., Ltd. COM 1,103,729 0.03% 13F
Greystone Managed Investments Inc. COM 1,093,030 0.03% 13F
UNIONBANCAL CORP COM 1,057,523 0.03% 13F
VALINOR MANAGEMENT, LLC COM 1,055,267 0.03% 13F
RiverFront Investment Group, LLC COM 1,029,862 0.03% 13F
ING GROEP NV COM 1,014,976 0.03% 13F
CAPITAL GROWTH MANAGEMENT LP 1,010,000 0.03% 13F
Tricadia Capital Management, LLC (CALL) COM 1,000,000 0.03% 13F
BLAIR WILLIAM & CO/IL COM 977,978 0.03% 13F
JACOBS ASSET MANAGEMENT, LLC COM 962,900 0.03% 13F
PEAK6 Investments, L.P. (PUT) COM 957,900 0.03% 13F
EARNEST PARTNERS LLC COM 946,225 0.02% 13F
CIBC Global Asset Management Inc COM 929,656 0.02% 13F
CANYON CAPITAL ADVISORS LLC COM 927,288 0.02% 13F
SCHNEIDER CAPITAL MANAGEMENT CORP COM 897,080 0.02% 13F
MILLENNIUM MANAGEMENT LLC COM 886,522 0.02% 13F
Iridian Asset Management COM 884,370 0.02% 13F
SAC Capital COMMON 875,884 0.02% 13F
VIRGINIA RETIREMENT SYSTEMS ET AL COM 874,948 0.02% 13F
GW CAPITAL MANAGEMENT LLC COMMON STOCK 865,145 0.02% 13F
NORTH RUN CAPITAL, L P COM 860,000 0.02% 13F
BECKER CAPITAL MANAGEMENT INC Common Stock 834,368 0.02% 13F
SANTA BARBARA ASSET MANAGEMENT COM 830,028 0.02% 13F
TDAM USA INC. COM 821,934 0.02% 13F
JACOBS LEVY EQUITY MANAGEMENT INC COM 816,850 0.02% 13F
APEX CAPITAL, LLC (CALL) COM 802,000 0.02% 13F
BASSWOOD CAPITAL MANAGEMENT LLC COM 797,692 0.02% 13F
NEW AMSTERDAM PARTNERS LLC/NY COM 796,068 0.02% 13F
PROSPECTOR PARTNERS LLC COM 753,100 0.02% 13F
CAMBRIDGE TRUST CO COM 752,291 0.02% 13F
REED CONNER & BIRDWELL LLC COM 740,350 0.02% 13F
MATRIX ASSET ADVISORS INC/NY COM 740,093 0.02% 13F
GRISANTI BROWN & PARTNERS LLC COM 737,143 0.02% 13F
Boston Advisors COM 732,915 0.02% 13F
WASHINGTON TRUST CO COMMON STOCK 711,913 0.02% 13F
FIRST INVESTORS MANAGEMENT CO INC CSD 709,118 0.02% 13F
THOMPSON SIEGEL & WALMSLEY LLC COM 702,129 0.02% 13F
HBK INVESTMENTS L P COM 696,900 0.02% 13F
ALLIED IRISH BANKS PLC COM 693,309 0.02% 13F
Leon Cooperman COM 689,364 0.02% 13F
ROYAL LONDON ASSET MANAGEMENT LTD COM 675,484 0.02% 13F
GOLDEN CAPITAL MANAGEMENT LLC 670,418 0.02% 13F
KNIGHT CAPITAL GROUP, INC. (PUT) PUT 667,400 0.02% 13F
FIFTH THIRD ASSET MANAGEMENT INC COM 658,720 0.02% 13F
CAPSTONE INVESTMENT ADVISORS, LLC (CALL) COMMON 654,600 0.02% 13F
Ionic Capital Management LLC (PUT) COM 644,600 0.02% 13F
Estabrook Capital Management 640,254 0.02% 13F
CITY NATIONAL BANK COMMON STOCK 632,312 0.02% 13F
First Allied Securities, Inc. 623,866 0.02% 13F
DAI ICHI LIFE INSURANCE CO., LTD. COM 620,154 0.02% 13F
GREAT WEST LIFE ASSURANCE CO /CAN/ COM 613,994 0.02% 13F
ALLIANZ GLOBAL INVESTORS OF AMERICA L P COM 592,272 0.02% 13F
Rafferty Asset Management, LLC COM 589,994 0.02% 13F
RAYMOND JAMES & ASSOCIATES COM 588,148 0.02% 13F
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC COM 571,092 0.02% 13F
DREMAN VALUE MANAGEMENT L L C COM 567,915 0.01% 13F
WILMINGTON TRUST CO COMMON 563,316 0.01% 13F
SENTINEL ASSET MANAGEMENT, INC. COM 560,194 0.01% 13F
LEVIN CAPITAL STRATEGIES, L.P. COM 556,726 0.01% 13F
VALLEY FORGE ASSET MANAGEMENT CORP /PA/ COM 555,662 0.01% 13F
Placemark Investments, Inc. COM 546,085 0.01% 13F
PAX WORLD MANAGEMENT LLC COM 528,143 0.01% 13F
KILLEN GROUP INC COM 527,420 0.01% 13F
OAK ASSOCIATES LTD /OH/ COM 523,566 0.01% 13F
VINIK ASSET MANAGEMENT L P COM 510,000 0.01% 13F
Eli & Edythe Broad Foundation *W EXP 10/28/2018 500,000 0.01% 13F
MCKINLEY CAPITAL MANAGEMENT LLC /DELAWARE COM 499,305 0.01% 13F
MENORA MIVTACHIM HOLDINGS LTD. COM 499,155 0.01% 13F
Ally Financial Inc. COM 495,000 0.01% 13F
FIRST QUADRANT L P/CA COM 490,844 0.01% 13F
SIRIOS CAPITAL MANAGEMENT L P COMMON 490,104 0.01% 13F
Spot Trading L.L.C (CALL) COM 485,400 0.01% 13F
SEGALL BRYANT & HAMILL -COMMON STOCK 484,614 0.01% 13F
LEUTHOLD WEEDEN CAPITAL MANAGEMENT COM 478,836 0.01% 13F
TAYLOR INVESTMENT COUNSELORS LLC TR UNIT 478,202 0.01% 13F
CLARK ESTATES INC/NY COM 477,990 0.01% 13F
STEWART & PATTEN CO LLC COM 467,241 0.01% 13F
Stux Capital Management, LLC COM 455,200 0.01% 13F
SILVERCREST ASSET MANAGEMENT GROUP LLC COM 455,042 0.01% 13F
OLD NATIONAL BANCORP /IN/ COM 454,334 0.01% 13F
WILMINGTON TRUST FSB COMMON 449,304 0.01% 13F
ALLSTATE CORP COMMON 448,673 0.01% 13F
Windham Capital Management, LLC ALERIAN ML ETN 438,418 0.01% 13F
Old Mutual Capital Inc COM 437,301 0.01% 13F
ARTIO GLOBAL MANAGEMENT LLC COM 433,663 0.01% 13F
Daiwa Securities Group Inc. COM 431,710 0.01% 13F
AMERICAN FINANCIAL GROUP INC COM 430,000 0.01% 13F
SUFFOLK CAPITAL MANAGEMENT LLC COM 422,600 0.01% 13F
Hillman Capital Management, Inc. COMMON 413,453 0.01% 13F
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO COM 409,000 0.01% 13F
BRANDES INVESTMENT PARTNERS, LP COM 407,817 0.01% 13F
PHILADELPHIA TRUST CO COM 406,839 0.01% 13F
BAIRD ROBERT W & CO INC /WI/ COMMON 406,312 0.01% 13F
CRAMER ROSENTHAL MCGLYNN LLC COMMON STOCKS 404,320 0.01% 13F
ZACKS INVESTMENT MANAGEMENT COM 402,857 0.01% 13F
PINNACLE ASSOCIATES LTD COM 402,173 0.01% 13F
BRUNI J V & CO /CO COM 400,848 0.01% 13F
REDWOOD CAPITAL MANAGEMENT, LLC COM 400,000 0.01% 13F
BRAUN STACEY ASSOCIATES INC COMMON 394,191 0.01% 13F
MAYO INVESTMENT ADVISERS LLC COM 392,000 0.01% 13F
Barrett Asset Management, LLC COM 388,308 0.01% 13F
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. ETN 382,862 0.01% 13F