Security key
46625H100
- Type / Class
- Equity / COM
- Total 13F shares
- 72,621,163
- Share change
- +3,045,421
- Total reported value
- $3,754,180,745
- Put/Call ratio
- 124%
- Price per share
- $51.69
- Number of holders
- 50
- Value change
- +$157,407,077
- Number of buys
- 15
- Number of sells
- 18
Report period
Q3 2013
Institutions
50
Top holders
10
JPM full security history
Newer quarter: Q4 2013
Previous quarter: Q2 2013
JPMORGAN CHASE & CO SEC filings
JPMORGAN CHASE & CO company facts
JPMORGAN CHASE & CO 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 46625H100
Recent filing periods:
Top shareholders of JPM - JPMORGAN CHASE & CO - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
24,725,435
|
$1,305,254,000 | — | 30 Jun 2013 | |
| Sanders Capital, LLC |
13F
|
Company |
—
class O/S missing
|
5,947,879
|
$313,989,000 | — | 30 Jun 2013 | |
| Retirement Systems of Alabama |
13F
|
Company |
—
class O/S missing
|
3,469,232
|
$183,141,000 | — | 30 Jun 2013 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
1,494,451
|
$78,892,000 | — | 30 Jun 2013 | |
| HUNTINGTON NATIONAL BANK |
13F
|
Company |
—
class O/S missing
|
1,353,213
|
$71,437,000 | — | 30 Jun 2013 | |
| HARTFORD INVESTMENT MANAGEMENT CO |
13F
|
Company |
—
class O/S missing
|
1,174,574
|
$62,006,000 | — | 30 Jun 2013 | |
| Employees Provident Fund Board |
13F
|
Company |
—
class O/S missing
|
1,139,124
|
$60,134,356 | — | 30 Jun 2013 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
1,019,222
|
$54,046,000 | — | 30 Jun 2013 | |
| MUFG Americas Holdings Corp |
13F
|
Company |
—
class O/S missing
|
937,089
|
$49,467,000 | — | 30 Jun 2013 | |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
13F
|
Company |
—
class O/S missing
|
386,474
|
$20,402,000 | — | 30 Jun 2013 | |
| Perpetual Ltd |
13F
|
Company |
—
class O/S missing
|
361,570
|
$19,087,000 | — | 30 Jun 2013 | |
| Veritable, L.P. |
13F
|
Company |
—
class O/S missing
|
356,971
|
$18,844,000 | — | 30 Jun 2013 | |
| SECURIAN ASSET MANAGEMENT, INC |
13F
|
Company |
—
class O/S missing
|
339,381
|
$17,916,000 | — | 30 Jun 2013 | |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
13F
|
Company |
—
class O/S missing
|
275,985
|
$14,569,000 | — | 30 Jun 2013 | |
| Northwest & Ethical Investments L.P. |
13F
|
Company |
—
class O/S missing
|
251,425
|
$13,272,725 | — | 30 Jun 2013 | |
| Citizens Business Bank |
13F
|
Company |
—
class O/S missing
|
205,854
|
$10,867,000 | — | 30 Jun 2013 | |
| RATIONAL ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
187,752
|
$9,911,000 | — | 30 Jun 2013 | |
| Baskin Financial Services Inc. |
13F
|
Company |
—
class O/S missing
|
141,365
|
$7,453,000 | — | 30 Jun 2013 | |
| NEVILLE RODIE & SHAW INC |
13F
|
Company |
—
class O/S missing
|
128,284
|
$6,773,000 | — | 30 Jun 2013 | |
| E. Ohman J:or Asset Management AB |
13F
|
Company |
—
class O/S missing
|
98,600
|
$5,205,094 | — | 30 Jun 2013 | |
| SPX Gestao de Recursos Ltda |
13F
|
Company |
—
class O/S missing
|
89,300
|
$4,714,000 | — | 30 Jun 2013 | |
| NWAM LLC |
13F
|
Company |
—
class O/S missing
|
37,354
|
$1,972,000 | — | 30 Jun 2013 | |
| Forward Management, LLC |
13F
|
Company |
—
class O/S missing
|
33,302
|
$1,758,000 | — | 30 Jun 2013 | |
| MONETA GROUP INVESTMENT ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
25,175
|
$1,329,000 | — | 30 Jun 2013 | |
| Rehmann Capital Advisory Group |
13F
|
Company |
—
class O/S missing
|
23,985
|
$1,266,000 | — | 30 Jun 2013 | |
| Joel Isaacson & Co., LLC |
13F
|
Company |
—
class O/S missing
|
20,302
|
$1,072,000 | — | 30 Jun 2013 | |
| PDT Partners, LLC |
13F
|
Company |
—
class O/S missing
|
18,293
|
$966,000 | — | 30 Jun 2013 | |
| Harbour Capital Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
17,906
|
$945,000 | — | 30 Jun 2013 | |
| First Horizon Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
17,726
|
$936,000 | — | 30 Jun 2013 | |
| MCF Advisors LLC |
13F
|
Company |
—
class O/S missing
|
7,922
|
$481,000 | — | 30 Jun 2013 | |
| Capital Analysts, LLC |
13F
|
Company |
—
class O/S missing
|
7,166
|
$378,321 | — | 30 Jun 2013 | |
| Valentine Capital Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
7,116
|
$376,000 | — | 30 Jun 2013 | |
| CPWM, LLC |
13F
|
Company |
—
class O/S missing
|
6,991
|
$369,000 | — | 30 Jun 2013 | |
| Conestoga Capital Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
4,891
|
$258,000 | — | 30 Jun 2013 | |
| Elite Wealth Management, Inc. |
13F
|
Company |
—
class O/S missing
|
2,635
|
$139,000 | — | 30 Jun 2013 | |
| Se Flossbach von Storch |
13F
|
Individual |
—
class O/S missing
|
2,220
|
$117,000 | — | 30 Jun 2013 | |
| Tortoise Investment Management, LLC |
13F
|
Company |
—
class O/S missing
|
700
|
$37,000 | — | 30 Jun 2013 | |
| Signator Financial Services, Inc. |
13F
|
Company |
—
class O/S missing
|
500
|
$26,000 | — | 30 Jun 2013 | |
| EMORY UNIVERSITY |
13F
|
Company |
—
class O/S missing
|
200
|
$11,000 | — | 30 Jun 2013 |
Institutional Holders of JPMORGAN CHASE & CO - COM (JPM) as of Q3 2013
As of 30 Sep 2013,
JPMORGAN CHASE & CO - COM (JPM) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
72,621,163 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, INSTITUTIONAL CAPITAL LLC, BANK OF MONTREAL /CAN/, Sanders Capital, LLC, State of Tennessee, Treasury Department, Retirement Systems of Alabama, Citadel Advisors LLC, VICTORY CAPITAL MANAGEMENT INC, HUNTINGTON NATIONAL BANK, and HARTFORD INVESTMENT MANAGEMENT CO.
This page lists
51
institutional shareholders reporting positions in this security
for the Q3 2013 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2013 vs Q2 2013 Across Filers
Q2 2013 holders
39
Q3 2013 holders
50
Holder diff
11
| Investor | Q2 2013 Shares | Q3 2013 Shares | Share Diff | Share Chg % | Q2 2013 Value $ | Q3 2013 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.