AAPL $278.13 +1.24% MSFT $413.39 -0.93% GOOGL $333.12 -1.35% AMZN $232.80 +0.47% NVDA $175.00 +1.43% TSLA $406.72 -0.83% META $669.18 -1.32% JPM $317.49 -1.32% V $329.40 +0.00% WMT $127.95 +0.95% AAPL $278.13 +1.24% MSFT $413.39 -0.93% GOOGL $333.12 -1.35% AMZN $232.80 +0.47% NVDA $175.00 +1.43% TSLA $406.72 -0.83% META $669.18 -1.32% JPM $317.49 -1.32% V $329.40 +0.00% WMT $127.95 +0.95%

NYSE: JPM

JPMorgan Chase & Co.

Financial Services • Banks - Diversified • www.jpmorganchase.com

$314.85 $-4.13 (-1.32%)

As of Feb 4, 8:58 PM UTC

JPM Institutional Ownership

Institutional Ownership Summary

46.79% Institutional Ownership
Institutions Holding 50
Total Shares Held $1.28B
Total Value $404.19B

Top Institutional Holders

Institution Shares Value % Outstanding Change
The Vanguard Group, Inc. 270,695,591 $85.23B 9.87%
BlackRock Institutional Trust Company, N.A. 132,617,661 $41.75B 4.83%
State Street Investment Management (US) 125,287,735 $39.45B 4.57%
Geode Capital Management, L.L.C. 61,129,271 $19.25B 2.23%
Fidelity Management & Research Company LLC 39,304,817 $12.38B 1.43%
Morgan Stanley Smith Barney LLC 36,396,258 $11.46B 1.33%
Norges Bank Investment Management (NBIM) 35,511,741 $11.18B 1.29%
BofA Global Research (US) 30,128,606 $9.49B 1.10%
Capital International Investors 28,137,573 $8.86B 1.03%
T. Rowe Price Associates, Inc. 24,535,300 $7.72B 0.89%
Capital World Investors 24,257,328 $7.64B 0.88%
Managed Account Advisors LLC 23,744,408 $7.48B 0.87%
Capital Research Global Investors 23,505,294 $7.40B 0.86%
Columbia Threadneedle Investments (US) 21,357,033 $6.72B 0.78%
Northern Trust Investments, Inc. 20,676,686 $6.51B 0.75%
Wellington Management Company, LLP 20,522,665 $6.46B 0.75%
BlackRock Asset Management Ireland Limited 20,424,289 $6.43B 0.74%
Charles Schwab Investment Management, Inc. 19,788,561 $6.23B 0.72%
Wells Fargo Advisors 19,736,185 $6.21B 0.72%
Dimensional Fund Advisors, L.P. 19,280,322 $6.07B 0.70%
UBS Financial Services, Inc. 18,884,755 $5.95B 0.69%
Legal & General Investment Management Ltd. 18,301,953 $5.76B 0.67%
Goldman Sachs Asset Management, L.P. 16,562,192 $5.21B 0.60%
MFS Investment Management 16,013,894 $5.04B 0.58%
Parametric Portfolio Associates LLC 15,389,838 $4.85B 0.56%
Fisher Investments 15,375,410 $4.84B 0.56%
BlackRock Investment Management (UK) Ltd. 14,107,330 $4.44B 0.51%
Nuveen LLC 13,618,421 $4.29B 0.50%
Mellon Investments Corporation 10,595,829 $3.34B 0.39%
BlackRock Financial Management, Inc. 9,721,324 $3.06B 0.35%
Neuberger Berman, LLC 9,047,799 $2.85B 0.33%
Raymond James & Associates, Inc. 9,013,675 $2.84B 0.33%
Barclays Bank PLC 7,852,952 $2.47B 0.29%
Northern Trust Global Investments 7,632,702 $2.40B 0.28%
Boston Partners 7,324,579 $2.31B 0.27%
Envestnet Asset Management, Inc. 7,280,489 $2.29B 0.27%
RBC Capital Markets Wealth Management 7,262,357 $2.29B 0.26%
Dimon (James) 7,185,771 $2.26B 0.26%
Morgan Stanley & Co. LLC 7,123,616 $2.24B 0.26%
BlackRock (Netherlands) B.V. 6,922,938 $2.18B 0.25%
Invesco Advisers, Inc. 6,894,431 $2.17B 0.25%
Sumitomo Mitsui Trust Bank, Limited 6,809,417 $2.14B 0.25%
Invesco Capital Management LLC 6,670,189 $2.10B 0.24%
Union Investment Privatfonds GmbH 6,451,311 $2.03B 0.24%
UBS Asset Management (Americas) LLC 6,047,628 $1.90B 0.22%
UBS Asset Management (Switzerland) 5,888,085 $1.85B 0.21%
RBC Dominion Securities, Inc. 5,744,202 $1.81B 0.21%
HSBC Global Asset Management (UK) Limited 5,684,662 $1.79B 0.21%
PNC Investments LLC 5,677,959 $1.79B 0.21%
AllianceBernstein L.P. 5,630,274 $1.77B 0.21%

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