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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 271.08 M | $54.30 B | -0.50% | 9.32% |
| 05/10/2024 | BLACKROCK INC. | 196.12 M | $39.28 B | 2.28% | 6.74% |
| 05/15/2024 | STATE STREET CORP | 125.85 M | $25.21 B | 0.55% | 4.33% |
| 05/15/2024 | MORGAN STANLEY | 66.73 M | $13.37 B | 2.91% | 2.29% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 56.91 M | $11.37 B | 2.87% | 1.96% |
| 05/13/2024 | FMR LLC | 55.36 M | $11.09 B | 5.25% | 1.90% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 51.02 M | $10.22 B | -0.09% | 1.75% |
| 05/14/2024 | CAPITAL INTERNATIONAL INVESTORS | 42.29 M | $8.47 B | 1.87% | 1.45% |
| 05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 38.98 M | $7.81 B | -1.62% | 1.34% |
| 05/14/2024 | CAPITAL WORLD INVESTORS | 34.42 M | $6.89 B | 0.44% | 1.18% |
| 05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 31.48 M | $6.31 B | -1.93% | 1.08% |
| 05/14/2024 | NORTHERN TRUST CORP | 30.78 M | $6.16 B | -3.70% | 1.06% |
| 05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 28.83 M | $5.77 B | -2.26% | 0.99% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 27.89 M | $5.59 B | -3.19% | 0.96% |
| 05/15/2024 | ROYAL BANK OF CANADA | 26.14 M | $5.23 B | 12.69% | 0.90% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 24.94 M | $5.00 B | -0.11% | 0.86% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 24.36 M | $4.88 B | 4.07% | 0.84% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 23.61 M | $4.73 B | -0.42% | 0.81% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 21.66 M | $4.34 B | 1.49% | 0.74% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20.23 M | $4.00 B | 0.28% | 0.70% |
| 05/13/2024 | UBS GROUP AG | 17.60 M | $3.52 B | 9.37% | 0.61% |
| 05/14/2024 | CAPITAL RESEARCH GLOBAL INVESTORS | 17.20 M | $3.45 B | 23.32% | 0.59% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 17.13 M | $3.43 B | 3.48% | 0.59% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 16.37 M | $3.28 B | -9.60% | 0.56% |
| 05/13/2024 | FRANKLIN RESOURCES INC | 14.65 M | $2.93 B | 16.03% | 0.50% |
| 05/15/2024 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 13.84 M | $2.77 B | 7.58% | 0.48% |
| 05/14/2024 | INVESCO LTD. | 13.23 M | $2.65 B | -9.52% | 0.46% |
| 05/15/2024 | DEUTSCHE BANK AG\ | 12.94 M | $2.59 B | 1.04% | 0.45% |
| 05/09/2024 | FISHER ASSET MANAGEMENT, LLC | 12.25 M | $2.45 B | 3.52% | 0.42% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 11.62 M | $2.33 B | -1.66% | 0.40% |
| 05/15/2024 | BARCLAYS PLC | 11.02 M | $2.21 B | 27.67% | 0.38% |
| 05/13/2024 | NEUBERGER BERMAN GROUP LLC | 10.22 M | $2.05 B | -1.53% | 0.35% |
| 04/22/2024 | RAYMOND JAMES & ASSOCIATES | 9.32 M | $1.87 B | 2.24% | 0.32% |
| 05/28/2024 | BOSTON PARTNERS | 9.06 M | $1.81 B | -0.39% | 0.31% |
| 05/13/2024 | BANK OF MONTREAL /CAN/ | 8.79 M | $1.75 B | 15.57% | 0.30% |
| 05/10/2024 | SANDERS CAPITAL, LLC | 8.07 M | $1.62 B | 0.70% | 0.28% |
| 05/15/2024 | HSBC HOLDINGS PLC | 7.79 M | $1.56 B | 16.22% | 0.27% |
| 05/13/2024 | CLEARBRIDGE INVESTMENTS, LLC | 7.56 M | $1.51 B | -2.08% | 0.26% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.48 M | $1.50 B | 12.06% | 0.26% |
| 04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 7.25 M | $1.45 B | -3.39% | 0.25% |
| 05/15/2024 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7.19 M | $1.44 B | -16.38% | 0.25% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 7.13 M | $1.43 B | 10.43% | 0.25% |
| 05/10/2024 | PNC FINANCIAL SERVICES GROUP, INC. | 7.08 M | $1.42 B | -1.11% | 0.24% |
| 05/15/2024 | JANUS HENDERSON GROUP PLC | 7.03 M | $1.41 B | -10.64% | 0.24% |
| 05/15/2024 | CITADEL ADVISORS LLC | 6.96 M | $1.39 B | -0.59% | 0.24% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 6.54 M | $1.31 B | -9.07% | 0.22% |
| 04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6.35 M | $1.27 B | -1.55% | 0.22% |
| 05/13/2024 | BESSEMER GROUP INC | 5.96 M | $1.19 B | -3.91% | 0.21% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 5.89 M | $1.18 B | -3.45% | 0.20% |
| 05/14/2024 | BAIRD FINANCIAL GROUP, INC. | 5.70 M | $1.14 B | 1.71% | 0.20% |
A. During the previous two years, 5209 institutional investors and hedge funds held shares of JPMorgan Chase & Co.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 271.08 M
BlackRock Inc.: 196.12 M
STATE STREET CORP: 125.85 M
MORGAN STANLEY: 66.73 M
GEODE CAPITAL MANAGEMENT, LLC: 56.91 M
FMR LLC: 55.36 M
A. 69.81% of JPMorgan Chase & Co. stock is owned by institutional investors.
A. Institutional investors have bought a total of 3.12 B shares in the last 24 months. This purchase volume represents approximately $640.60 B in transactions.
