JPM : NYSE
Industry: Banks

HOLDINGS SUMMARY

Shareholders

Top Shareholders

Large Block Owners 7,516
Total Number of Shares Held 5.9B
% Change in Ownership -3%
% Shares Owned 99%
 
Monthly Rotation Number
of Shares
Value of
Change (MM)
% of Shrs.
Outstanding
Buyers 11/22/09 356,410,808 $14,313.81 53.0%
Sellers 11/22/09 368,219,894 $14,300.20 39.6%
 
Holdings chart
Institutions:
1,862 Holders
$127,949,026,719 Value
74.6% Owned of O/S
Mutual Funds:
3,780 Holders
$54,672,381,247 Value
35.7% Owned of O/S
Other Major Holders:
1,874 Holders
$128,520,234,791 Value
75.0% Owned of O/S
Institutions
1,862 Holders
Mutual Funds
3,780 Holders
Other Major Holders
1,874 Holders
 

SHAREHOLDERS CONCENTRATION

64.0% 5.9% 0.6%

Top Institutional Holders

Concentration of Current % Held
Top 10 Institutions: Ownership by top 10 institutions Top 20 Institutions: Ownership by top 20 institutions Top 50 Institutions: Ownership by top 50 institutions All: Ownership by all institutions
Low
Avg. Turnover Rating
Fidelity ...
183.7M
$8,047,976,467 +6% 4.7%
Low
State Street ...
149.9M
$6,568,553,497 +5% 3.8%
Low
Barclays Global ...
138.5M
$6,070,769,383 +5% 3.5%
Low
Vanguard Group, Inc.
133.0M
$5,826,899,121 +4% 3.4%
Low
AllianceBernstei ...
92.8M
$4,065,919,416 +3% 2.4%
Moderate
T. Rowe Price ...
86.4M
$3,786,997,273 +3% 2.2%
Low
Capital World ...
77.5M
$3,397,347,072 +3% 2.0%
Low
Capital Research ...
56.3M
$2,467,806,558 +2% 1.4%
Low
Marsico Capital ...
52.0M
$2,277,650,106 +2% 1.3%
Moderate
Davis Selected ...
45.2M
$1,980,732,797 +2% 1.2%
Low

Top Mutual Fund Holders

Percentage of Outstanding Shares per Holdings Style (Top 10)
Index 6.9%
Core Value 3.5%
GARP 2.4%
Growth 2.2%
Yield 2.1%
Deep Value 1.7%
Low
Avg. Turnover Rating
American Funds ...
42.3M
$1,855,557,900 +1% 1.1%
Growth
Vanguard 500 ...
37.4M
$1,276,191,983 +1% 1.0%
Index
Vanguard Total ...
34.5M
$1,178,401,206 +1% 0.9%
Index
SPDR Trust Series 1
29.1M
$1,217,260,003 +1% 0.7%
Index
Vanguard ...
26.6M
$908,608,365 +1% 0.7%
Index
Vanguard Windsor ...
26.3M
$1,017,513,428 +1% 0.7%
Income Value
Fidelity Contrafund
24.6M
$1,078,670,009 +1% 0.6%
Core Growth
CREF Stock Account
23.4M
$796,945,528 +1% 0.6%
Index
Davis New York ...
23.0M
$889,591,551 +1% 0.6%
GARP
Financial Select ...
20.5M
$699,202,402 +1% 0.5%
Index