JPM : NYSE
Industry: Banks

HOLDINGS SUMMARY

Shareholders

Top Shareholders

Large Block Owners 4,865
Total Number of Shares Held 2.1B
% Change in Ownership -7%
% Shares Owned 73%
 
Monthly Rotation Number
of Shares		 Value of
Change (MM)		 % of Shrs.
Outstanding
Buyers 4/17/24 120,884,421 $20,777.27 59.1%
Sellers 4/17/24 134,620,929 $21,293.37 31.7%
 
Holdings chart
Institutions:
4,796 Holders
$148,004,561,145 Value
73.4% Owned of O/S
Mutual Funds:
4,807 Holders
$194,772,275,648 Value
37.3% Owned of O/S
Other Major Holders:
69 Holders
$19,105,562,469 Value
3.9% Owned of O/S
Institutions		 4,796 Holders
Mutual Funds		 4,807 Holders
Other Major Holders		 69 Holders
 

SHAREHOLDERS CONCENTRATION

56.0% 8.2% 1.0% 0.1%

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
Name
Shares Held
Position Value
Percentage of
Total Holdings
since 4/17/24
% Owned
of Shares
Outstanding
Turnover
Rating
The Vanguard Group, Inc.
271.2M
 $46,126,252,759 +13% 9.4%
Low
BlackRock Institutional Trust Company, N.A.
128.3M
 $21,831,460,856 +6% 4.5%
Low
State Street Global Advisors (US)
125.2M
 $21,289,626,017 +6% 4.4%
Low
Geode Capital Management, L.L.C.
55.3M
 $9,410,655,776 +3% 1.9%
Low
Fidelity Management & Research Company LLC
46.2M
 $7,856,457,008 +2% 1.6%
Low
Capital International Investors
41.5M
 $7,061,989,820 +2% 1.5%
Low
Wellington Management Company, LLP
39.6M
 $6,738,735,692 +2% 1.4%
Low
Morgan Stanley Smith Barney LLC
36.9M
 $6,284,995,983 +2% 1.3%
Low
Norges Bank Investment Management (NBIM)
35.4M
 $6,016,878,410 +2% 1.2%
Low
Capital World Investors
34.3M
 $5,829,530,950 +2% 1.2%
Low

Top Mutual Fund Holders

Percentage of Outstanding Shares per Holdings Style (Top 10)
Index 16.6%
Core Value 3.4%
Yield 2.2%
Income Value 1.9%
Core Growth 1.4%
Deep Value 0.5%
Growth 0.5%
Specialty 0.2%
GARP 0.2%
Aggres. Gr. 0.0%
Low
Avg. Turnover Rating
Name
Shares Held
Position Value
Percentage of
Total Holdings
since 4/17/24
% Owned
of Shares
Outstanding
Investment
Style
Vanguard Total Stock Market Index Fund
90.7M
 $16,867,424,288 +4% 3.2%
Index
Vanguard 500 Index Fund
72.2M
 $13,429,958,718 +3% 2.5%
Index
SPDR S&P 500 ETF
35.1M
 $7,036,981,463 +2% 1.2%
Index
Fidelity 500 Index Fund
34.7M
 $6,451,286,289 +2% 1.2%
Index
Statens Pensjonsfond Utland
34.7M
 $5,895,878,625 +2% 1.2%
Core Value
iShares Core S&P 500 ETF
29.7M
 $5,958,651,791 +1% 1.0%
Index
Vanguard Value Index Fund
24.1M
 $4,493,069,910 +1% 0.8%
Index
Financial Select Sector SPDR Fund
19.1M
 $3,831,785,670 +1% 0.7%
Index
Vanguard Institutional Index Fund
19.0M
 $3,543,497,629 +1% 0.7%
Index
Vanguard Dividend Appreciation Index Fund
16.7M
 $3,103,275,948 +1% 0.6%
Index