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Get Institutions for : 
JP Morgan Chase & Co (JPM)  
$191.66 0.20 (0.1%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 3740    8
Total shares held : 
 2,058,176,663  
% of shares held : 
 67.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -47  
Amount of shares held : 
 49,379,987  
% of shares held change : 
   1.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $143.77  
Last Quarter's Ending Price : 
 $170.10  
Last Quarter's Average Price : 
 $151.54  
Change from last quarter's     
avg. price to the last closing  : 
40.12 (26.47%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
109
 39,565,809
 1.92%
 
Increased Positions :
1,536
 55,362,081
 2.69%
 
Unchanged Positions :
504
 25,905,783
 1.26%
 
Decreased Positions :
1,591
-42,942,767
-2.09%
 
Closed Positions :
101
-2,605,136
-0.13%
 
Guru Positions :
6
12,372,909
 0.6%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 11 - 2023-12-31 272,426,004 $46,339,663,000 74,940
   BLACKROCK INC. 15 - 2023-12-31 191,756,566 $32,617,792,000 2,274,303
   STATE STREET CORP 12 - 2023-12-31 125,159,471 $21,289,626,000 3,192,375
   MORGAN STANLEY 9 - 2023-12-31 64,841,197 $11,029,488,000 1,899,854
   GEODE CAPITAL MANAGEMENT LLC 12 - 2023-12-31 55,324,255 $9,385,581,000 998,063
   FMR LLC 17 - 2023-12-31 52,605,082 $8,948,124,000 3,187,443
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 8 - 2023-12-31 41,516,695 $7,062,094,000 2,128,478
   PRICE T ROWE ASSOCIATES INC /MD/ 19 - 2023-12-31 32,103,099 $5,460,739,000 783,811
   WELLS FARGO & CO/MN 11 - 2023-12-31 24,965,329 $4,246,602,000 185,929
   LEGAL & GENERAL GROUP PLC 12 - 2023-12-31 23,406,286 $3,981,428,000 4,659,651
   ROYAL BANK OF CANADA 16 - 2023-12-31 23,193,345 $3,945,188,000 604,416
   DIMENSIONAL FUND ADVISORS INC 4 - 2023-12-31 21,338,704 $3,629,757,000 695,502
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 19 - 2023-12-31 20,170,399 $3,389,329,000 154,426
   NUVEEN ASSET MANAGEMENT, LLC 14 - 2023-12-31 16,556,482 $2,816,258,000 447,103
   UBS Group AG 9 - 2023-12-31 16,088,029 $2,736,574,000 471,407
   INVESCO LTD 11 - 2023-12-31 14,624,455 $2,487,620,000 79,397
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 20 - 2023-12-31 11,836,898 $2,013,457,000 450,098
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 18 - 2023-12-31 11,816,508 $2,009,988,000 404,802
   RAYMOND JAMES & ASSOCIATES 8 - 2024-03-31 9,320,640 $1,866,924,000 204,472
   BARCLAYS PLC 16 - 2023-12-31 8,634,552 $1,468,737,000 797,536
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 9 - 2023-12-31 8,603,095 $1,463,386,000 2,842,075
   SANDERS CAPITAL, LLC 12 - 2023-12-31 8,009,508 $1,362,417,000 246,158
   PNC FINANCIAL SERVICES GROUP INC 13 - 2023-12-31 7,155,911 $1,217,221,000 15,843
   ENVESTNET ASSET MANAGEMENT INC 40 - 2023-12-31 6,455,724 $1,098,119,000 333,322
   Baird Financial Group Inc. 3 - 2023-12-31 5,607,169 $953,779,000 329,139
   SCHRODER INVESTMENT MANAGEMENT GROUP 15 - 2023-12-31 5,104,331 $868,247,000 124,811
   AMUNDI 60 - 2023-12-31 4,688,012 $800,056,000 352,195
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 10 - 2023-12-31 4,669,412 $794,267,000 20,815
   TD ASSET MANAGEMENT INC 29 - 2023-12-31 4,475,574 $761,295,000 756,220
   National Pension Service 12 - 2023-12-31 4,464,974 $759,492,000 87,000
   STIFEL FINANCIAL CORP 12 - 2023-12-31 4,332,777 $737,017,000 64,313
   NATIONAL BANK OF CANADA /FI/ 13 - 2023-12-31 4,142,984 $712,823,000 719,060
   DEKABANK DEUTSCHE GIROZENTRALE 12 - 2024-03-31 3,429,115 $686,746,000 34,054
   PUTNAM INVESTMENTS LLC 39 - 2023-12-31 3,638,999 $618,994,000 69,723
   CI Private Wealth LLC 10 - 2023-12-31 3,532,454 $600,871,000 558,446
   ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 11 - 2024-03-31 2,923,969 $585,671,000 460,270
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 23 - 2023-12-31 3,338,608 $567,897,000 1,214,986
   MANUFACTURERES LIFE INSURANCE CO 44 - 2023-12-31 3,219,342 $547,610,000 56,840
   LPL FINANCIAL CORP 64 - 2023-12-31 3,143,993 $534,793,000 144,633
   HIGHTOWER ADVISORS, LLC 12 - 2023-12-31 3,116,208 $530,400,000 29,459
   BANK OF NOVA SCOTIA / 24 - 2023-12-31 3,009,958 $511,972,000 2,330,360
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 13 - 2023-12-31 3,006,368 $511,383,000 77,431
   VICTORY CAPITAL MANAGEMENT INC 13 - 2023-12-31 3,003,422 $510,882,000 260,916
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 23 - 2023-12-31 2,981,381 $510,800,000 165,576
   ALLIANZ ASSET MANAGEMENT AG 17 - 2023-12-31 2,952,733 $502,260,000 304,991
   CANADA PENSION PLAN INVESTMENT BOARD 39 - 2023-12-31 2,914,619 $495,777,000 151,234
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 11 - 2023-12-31 2,815,151 $478,857,000 1,207,872
   BNP PARIBAS ARBITRAGE SA 13 - 2023-12-31 2,563,990 $436,094,000 227,327
   NATIXIS ASSET MANAGEMENT ADVISORS LP 10 - 2024-03-31 2,157,416 $432,130,000 206,717
   RATHBONE BROTHERS PLC 6 - 2023-12-31 2,434,170 $414,052,000 33,951
   GREAT WEST LIFE ASSURANCE CO /CAN/ 18 - 2023-12-31 2,333,340 $395,353,000 104,686
   Standard Life Aberdeen plc 15 - 2023-12-31 2,288,745 $389,316,000 561,844
   JENNISON ASSOCIATES LLC 52 - 2023-12-31 2,260,149 $384,451,000 428,204
   MARINER WEALTH ADVISORS, LLC 16 - 2023-12-31 2,229,943 $379,313,000 285,331
   ROYAL LONDON ASSET MANAGEMENT LTD 14 - 2023-12-31 2,225,921 $378,629,000 57,344
   BLAIR WILLIAM & CO/IL 15 - 2023-12-31 2,215,395 $376,839,000 41,885
   Bank Julius Baer & Co. Ltd Zurich 12 - 2023-12-31 2,154,041 $366,402,000 30,891
   Russell Investments Group Ltd. 18 - 2023-12-31 1,777,588 $302,391,000 134,824
   JANNEY MONTGOMERY SCOTT LLC 11 - 2023-12-31 1,763,717 $300,008,000 12,070
   MAIRS & POWER INC 8 - 2023-12-31 1,727,101 $293,780,000 41,810
   KBC GROUP NV 13 - 2023-12-31 1,712,901 $291,365,000 629
   MENORA MIVTACHIM HOLDINGS LTD. 13 - 2023-12-31 1,562,174 $265,726,000 362,100
   Pictet Asset Management Holding SA 95 - 2023-12-31 1,562,138 $265,720,000 75,290
   VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 7 - 2024-03-31 1,292,959 $258,980,000 471,991
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 19 - 2024-03-31 1,287,369 $257,860,000 115,673
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 13 - 2023-12-31 1,512,411 $257,261,000 3,268
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 26 - 2023-09-30 1,745,109 $253,076,000 1,745,109
   PANAGORA ASSET MANAGEMENT INC 9 - 2023-12-31 1,464,530 $249,117,000 276,389
   AVIVA PLC 15 - 2023-12-31 1,405,905 $239,144,000 93,935
   SMEAD CAPITAL MANAGEMENT INC 11 - 2023-12-31 1,391,211 $236,645,000 9,782
   HPM Partners LLC - 2023-12-31 2,246,582 $224,300,000 1,366,360
   Treasurer of the State of North Carolina 13 - 2023-12-31 1,281,719 $218,020,000 12,520
   COMERICA BANK 9 - 2023-12-31 1,273,048 $216,545,000 5,593
   LOOMIS SAYLES & CO L P 49 - 2023-12-31 1,262,434 $214,740,000 288
   MORNINGSTAR INVESTMENT SERVICES, INC. 24 - 2023-12-31 1,214,819 $206,883,000 600,580
   Granite Bay Wealth Management LLC 16 - 2023-12-31 1,324,858 $201,048,000 262,515
   OMERS ADMINISTRATION CORP 10 - 2023-12-31 1,166,064 $198,347,000 523,300
   BALYASNY ASSET MANAGEMENT LLC 23 - 2023-12-31 1,149,372 $195,508,000 118,819
   Handelsbanken Fonder AB 14 - 2023-12-31 1,149,088 $195,460,000 66,383
   Empower Advisory Group LLC 25 - 2023-12-31 1,127,250 $191,745,000 16,000
   BRADLEY FOSTER & SARGENT INC/CT 3 - 2023-12-31 1,070,027 $182,012,000 6,403
   EAGLE ASSET MANAGEMENT INC 11 - 2023-12-31 1,057,533 $179,886,000 4,988
   ROTHSCHILD ASSET MANAGEMENT INC 2 - 2022-12-31 1,301,150 $174,484,000 24,181
   RAFFERTY ASSET MANAGEMENT LLC 29 - 2023-12-31 1,024,730 $174,307,000 49,600
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 61 - 2023-12-31 977,688 $166,305,000 11,540
   UniSuper Management Pty Ltd 12 - 2023-12-31 961,573 $163,564,000 174,460
   WESTWOOD HOLDINGS GROUP INC 3 - 2023-12-31 958,096 $162,972,000 24,293
   TD Waterhouse Canada Inc. 16 - 2023-12-31 860,649 $161,378,000 2,531
   STATE TREASURER STATE OF MICHIGAN 18 - 2024-03-31 792,131 $158,664,000 600
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 5 - 2024-03-31 786,454 $157,527,000 12,033
   Sarasin & Partners LLP 26 - 2024-03-31 779,034 $156,041,000 12,895
   Allspring Global Investments Holdings LLC 100 - 2024-03-31 774,304 $155,093,000 23,015
   CIBC WORLD MARKETS CORP 16 - 2023-12-31 904,857 $153,916,000 119,590
   iA Global Asset Management Inc. 10 - 2023-12-31 892,701 $151,848,000 84,388
   LSV ASSET MANAGEMENT 101 - 2023-12-31 861,500 $146,541,000 44,700
   Personal Capital Advisors Corp 26 - 2022-12-31 1,071,509 $143,689,000 83,224
   Stonegate Investment Group LLC 3 - 2024-03-31 715,015 $143,218,000 5,374
   Skandinaviska Enskilda Banken AB (publ) 20 - 2023-12-31 829,767 $141,359,000 36,674
   CAPTRUST FINANCIAL ADVISORS 41 - 2023-12-31 826,851 $140,647,000 80,881
   BARTLETT & CO. WEALTH MANAGEMENT LLC 6 - 2023-12-31 821,117 $139,836,000 2,427
  100 Records found
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