• JPMORGAN & CHASE & CO Ownership Breakdown

  • Ownership Breakdown: JPM

    as of 7/23/08
    Large Block Holder Type Number  
    Institutions 1,731
     
    Total Number of Shares Held
    3.4 B
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 3,583
    Other Major 20
    Total Number of Large Block Holders 5,334
  • Top 10 Institutional Holders: JPM

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Barclays Global Investors, N.A. 131.11 M 5.63 B 0.77% 3.86% Low
    AllianceBernstein L.P. 130.31 M 5.60 B 1.59% 3.83% Low
    State Street Global Advisors (US) 129.43 M 5.56 B 1.07% 3.81% Low
    Fidelity Management & Research 111.06 M 4.77 B 0.70% 3.27% Low
    Vanguard Group, Inc. 104.47 M 4.49 B 0.82% 3.07% Low
    Davis Selected Advisers, L.P. 73.71 M 3.17 B 3.54% 2.17% Low
    Capital Research Global Investors 56.54 M 2.43 B 0.51% 1.66% Medium
    Marsico Capital Management, L.L.C. 50.29 M 2.16 B 2.63% 1.48% Medium
    Legg Mason Capital Management, Inc. 36.57 M 1.57 B 3.78% 1.08% Low
    BNY Mellon Wealth Management 34.71 M 1.49 B 1.19% 1.02% Low

    Total % of Shares Owned by:

    Top 10 Holders
    25.24%
    Top 25 Holders
    36.84%
    Top 50 Holders
    46.49%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: JPM

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Davis New York Venture Fund 33.16 M 1.58 B 3.45% 0.98% Low
    Vanguard 500 Index Fund 32.29 M 1.39 B 1.27% 0.95% Low
    Vanguard Windsor II Fund 26.23 M 1.25 B 2.87% 0.77% Low
    American Funds Washington Mutual Investors Fund 24.57 M 1.17 B 1.61% 0.72% Low
    Vanguard Total Stock Market Index Fund 23.87 M 1.03 B 1.01% 0.70% Low
    CREF Stock Account 21.26 M 912.92 M 0.77% 0.63% Low
    Vanguard Institutional Index Fund 19.8 M 850.47 M 1.27% 0.58% Low
    American Funds Investment Company of America 18.27 M 784.70 M 1.27% 0.54% Low
    SPDR Trust Series 1 22.45 M 770.33 M 1.06% 0.66% Low
    Fidelity Equity-Income Fund 15.12 M 650.05 M 2.32% 0.44% Low

    Total % of Shares Owned by:

    Top 10 Holders
    6.97%
    Top 25 Holders
    11.52%
    Top 50 Holders
    15.35%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: JPM

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Crown (James S) 11.17 M 383.27 M 0.33% Low
    BNP Paribas Arbitrage SA 5.46 M 234.58 M 0.16% High
    Dimon (James) 4.02 M 190.60 M 0.12% Low
    Winters (William T) 659,894 31.28 M 0.02% Low
    Black (Steven D) 443,517 21.02 M 0.01% Medium
    Staley (James E) 415,163 17.85 M 0.01% Medium
    KBC Group NV 412,331 17.71 M 0.01% Medium
    Cavanagh (Michael J) 192,569 9.13 M 0.01% Low
    Lipp (Robert I) 70,389 3.34 M 0.00% Low
    SEIU Master Trust 69,900 3.05 M 0.00%

    Total % of Shares Owned by:

    Top 10 Holders
    0.67%
    Top 25 Holders
    0.68%
    Top 50 Holders
    0.68%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.