Please wait..Institutional Holdings of JPMORGAN CHASE & CO. (JPM) on 3/31/2010
1. Company Information
| Company/Stock | JPMORGAN CHASE & CO. (stock symbol: JPM) |
| Funds Ownership | 1322 out of total 2687 funds (49%) own this stock |
| Funds own total 2,861,450,033 shares, 72.63% of all outstanding shares | |
| Funds BOUGHT 38,801,676 more shares (+1.37%) in the quarter ended on 3/31/2010 |
2. Top 20 Funds Held JPM in this Quarter (By Shares) 
| No. | Fund | Shares | Put/Call | Activity(Shr) | % Port. | % Out. Shrs |
|---|---|---|---|---|---|---|
| 1.) | STATE STREET CORP | 148,253,144 | Added 0.55% | 1.25% | 3.76% | |
| 2.) | VANGUARD GROUP INC | 142,563,462 | Added 4.00% | 1.13% | 3.62% | |
| 3.) | FMR LLC | 130,690,894 | Cut -13.45% | 1.11% | 3.32% | |
| 4.) | BLACKROCK INSTITUTIONAL TRUST COMPANY NA | 118,118,242 | Cut -2.16% | 1.31% | 3.00% | |
| 5.) | PRICE T ROWE ASSOCIATES INC MD | 105,060,677 | Added 2.01% | 1.70% | 2.67% | |
| 6.) | AXA | 92,296,286 | Added 0.35% | 2.39% | 2.34% | |
| 7.) | CAPITAL WORLD INVESTORS | 76,205,700 | Added 9.04% | 1.12% | 1.93% | |
| 8.) | CAPITAL RESEARCH GLOBAL INVESTORS | 69,546,900 | Added 8.33% | 1.21% | 1.77% | |
| 9.) | NORTHERN TRUST CORP | 56,796,898 | Added 4.96% | 1.27% | 1.44% | |
| 10.) | BANK OF NEW YORK MELLON CORP | 53,408,927 | Added 1.15% | 1.08% | 1.36% | |
| 11.) | WELLINGTON MANAGEMENT CO LLP | 48,514,338 | New | 0.82% | 1.23% | |
| 12.) | INVESCO LTD | 42,612,831 | Added 498.66% | 1.05% | 1.08% | |
| 13.) | GOLDMAN SACHS GROUP INC | 35,443,329 | Cut -8.29% | 0.73% | 0.90% | |
| 14.) | WELLS FARGO & CO MN | 32,180,196 | Added 0.93% | 0.95% | 0.82% | |
| 15.) | MASSACHUSETTS FINANCIAL SERVICES CO MA | 31,461,600 | Added 3.78% | 1.66% | 0.80% | |
| 16.) | AMERIPRISE FINANCIAL INC | 30,424,080 | Added 124.37% | 1.01% | 0.77% | |
| 17.) | WEIL COMPANY INC | 28,960,800 | PUT | New | 0.30% | 0.74% |
| 18.) | BLACKROCK GROUP LTD | 28,366,286 | Cut -5.66% | 1.07% | 0.72% | |
| 19.) | BLACKROCK FUND ADVISORS | 28,117,475 | Cut -1.64% | 0.66% | 0.71% | |
| 20.) | BARROW HANLEY MEWHINNEY & STRAUSS INC | 25,584,900 | Added 0.02% | 2.37% | 0.65% |
3. Top 20 Funds Held JPM in this Quarter (By % of Portfolio) 
| No. | Fund | Shares | Put/Call | Activity(Shr) | % Port. | % Out. Shrs |
|---|---|---|---|---|---|---|
| 1.) | ALGEBRIS INVESTMENTS (UK) LLP | 2,630,071 | Added 3,032.72% | 20.55% | 0.07% | |
| 2.) | LANSDOWNE PARTNERS LIMITED PARTNERSHIP | 22,969,827 | Added 4.52% | 11.78% | 0.58% | |
| 3.) | OAKMONT CORP CA | 1,163,040 | Cut -34.91% | 11.55% | 0.03% | |
| 4.) | MITSUBISHI UFJ SECURITIES CO LTD | 27,000 | Added 400.00% | 11.13% | 0.00% | |
| 5.) | REDWOOD CAPITAL MANAGEMENT LLC | 659,000 | Unchanged | 9.86% | 0.02% | |
| 6.) | KNOTT DAVID M | 2,278,600 | Added 2.29% | 8.70% | 0.06% | |
| 7.) | TOSCAFUND ASSET MANAGEMENT LLP | 290,000 | Added 31.82% | 8.45% | 0.01% | |
| 8.) | CYPRESS FUNDS LLC CA | 503,160 | Cut -28.53% | 8.20% | 0.01% | |
| 9.) | CINCINNATI SPECIALTY UNDERWRITERS INSURANCE CO | 46,500 | Unchanged | 7.95% | 0.00% | |
| 10.) | HIGHFIELDS CAPITAL MANAGEMENT LP | 15,194,720 | Cut -13.71% | 7.60% | 0.39% | |
| 11.) | QVT FINANCIAL LP | 3,960,369 | Added 39.84% | 7.58% | 0.10% | |
| 12.) | ENDEAVOUR CAPITAL ADVISORS INC | 978,420 | Added 60.55% | 7.36% | 0.02% | |
| 13.) | CI INVESTMENTS INC | 13,797,785 | Added 157.84% | 7.03% | 0.35% | |
| 14.) | BLUE RIDGE CAPITAL HOLDINGS LLC BLUE RIDGE CAPITAL OFFSHORE | 11,000,000 | Added 14.58% | 7.03% | 0.28% | |
| 15.) | QUAKER CAPITAL MANAGEMENT CORP | 1,070,782 | Added 42.88% | 6.32% | 0.03% | |
| 16.) | NEVSKY CAPITAL LLP | 2,225,000 | Added 201.49% | 6.11% | 0.06% | |
| 17.) | LONE PINE CAPITAL LLC | 16,436,305 | Cut -7.74% | 5.93% | 0.42% | |
| 18.) | WELLCOME TRUST LTD | 2,500,000 | Unchanged | 5.92% | 0.06% | |
| 19.) | GRISANTI BROWN & PARTNERS LLC | 722,209 | Added 7.30% | 5.68% | 0.02% | |
| 20.) | NORTH STAR INVESTMENT MANAGEMENT CORP | 258,154 | Cut -0.12% | 5.63% | 0.01% |
4. Top 20 Funds BOUGHT NEW JPM in this Quarter (By Shares) 
| No. | Fund | Shares | Put/Call | % Port. | % Out. Shrs |
|---|---|---|---|---|---|
| 1.) | WELLINGTON MANAGEMENT CO LLP | 48,514,338 | 0.82% | 1.23% | |
| 2.) | WEIL COMPANY INC | 28,960,800 | PUT | 0.30% | 0.74% |
| 3.) | UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | 25,362,537 | 1.70% | 0.64% | |
| 4.) | BESSEMER GROUP INC | 5,241,928 | 2.00% | 0.13% | |
| 5.) | SG AMERICAS SECURITIES LLC | 4,340,100 | PUT | 0.19% | 0.11% |
| 6.) | CS MCKEE LP | 3,681,319 | 2.88% | 0.09% | |
| 7.) | PGGM INVESTMENTS | 3,513,462 | 1.16% | 0.09% | |
| 8.) | GARTMORE GROUP LTD | 3,490,970 | 2.92% | 0.09% | |
| 9.) | RCM (UK) LTD | 2,923,854 | 3.23% | 0.07% | |
| 10.) | BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | 2,870,267 | 1.66% | 0.07% | |
| 11.) | NORTHERN TRUST CO OF CONNECTICUT | 2,735,372 | 1.38% | 0.07% | |
| 12.) | PENTWATER CAPITAL MANAGEMENT LP | 2,715,500 | PUT | 4.96% | 0.07% |
| 13.) | SG AMERICAS SECURITIES LLC | 2,368,300 | CALL | 0.03% | 0.06% |
| 14.) | SAMLYN CAPITAL LLC | 1,600,000 | PUT | 2.24% | 0.04% |
| 15.) | HUNTINGTON NATIONAL BANK | 1,403,239 | 1.66% | 0.04% | |
| 16.) | IVORY INVESTMENT MANAGEMENT LP | 1,163,700 | 1.66% | 0.03% | |
| 17.) | KINGDON CAPITAL MANAGEMENT LLC | 1,000,000 | PUT | 1.49% | 0.03% |
| 18.) | PENTWATER CAPITAL MANAGEMENT LP | 969,500 | CALL | 1.77% | 0.02% |
| 19.) | SCHNEIDER CAPITAL MANAGEMENT CORP | 889,950 | 2.14% | 0.02% | |
| 20.) | AM INVESTMENT PARTNERS LLC | 800,000 | PUT | 3.56% | 0.02% |
5. Top 20 Funds SOLD OUT JPM in this Quarter (By Shares) 
| No. | Fund | Shares | Put/Call | % Port. | % Out. Shrs |
|---|---|---|---|---|---|
| 1.) | OWL CREEK ASSET MANAGEMENT LP | 6,320,500 | 3.56% | 0.16% | |
| 2.) | BESSEMER GROUP INC | 5,112,324 | 2.11% | 0.13% | |
| 3.) | SG AMERICAS SECURITIES LLC | 4,969,600 | PUT | 0.05% | 0.13% |
| 4.) | SHUMWAY CAPITAL PARTNERS LLC | 3,638,525 | 2.06% | 0.09% | |
| 5.) | GARTMORE INVESTMENT MANAGEMENT LTD | 3,296,597 | 2.72% | 0.08% | |
| 6.) | SG AMERICAS SECURITIES LLC | 2,727,100 | CALL | 0.04% | 0.07% |
| 7.) | HIGHFIELDS CAPITAL MANAGEMENT LP | 2,694,800 | CALL | 1.55% | 0.07% |
| 8.) | FRIESS ASSOCIATES LLC | 2,610,370 | 1.33% | 0.07% | |
| 9.) | BROOKSIDE CAPITAL MANAGEMENT LLC | 1,900,000 | 1.03% | 0.05% | |
| 10.) | KINGDON CAPITAL MANAGEMENT LLC | 1,740,000 | CALL | 1.66% | 0.04% |
| 11.) | CONATUS CAPITAL MANAGEMENT LP | 1,629,253 | 2.74% | 0.04% | |
| 12.) | COBALT PARTNERS LP | 1,467,200 | 3.40% | 0.04% | |
| 13.) | AGF FUNDS INC | 1,148,253 | 1.01% | 0.03% | |
| 14.) | PARTNER FUND MANAGEMENT LP | 1,013,445 | 2.27% | 0.03% | |
| 15.) | LABRANCHE & CO INC | 765,687 | 1.83% | 0.02% | |
| 16.) | DREMAN VALUE MANAGEMENT L L C | 642,659 | 0.68% | 0.02% | |
| 17.) | BP PLC | 570,000 | 1.51% | 0.01% | |
| 18.) | PARTNER INVESTMENT MANAGEMENT LP | 437,394 | 2.25% | 0.01% | |
| 19.) | HIGHLINE CAPITAL MANAGEMENT LLC | 425,000 | 1.15% | 0.01% | |
| 20.) | SILVER POINT CAPITAL LP | 425,000 | 3.99% | 0.01% |
