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JPMorgan Chase & Co. (jpm)

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机构持股
持有者 持有份额 持股比例 份额变化 变化率 报告日期
Fidelity Management and Research Company 36041591 1.19% 1549637 4.49% 2020-12-31
State Street Global Advisors 97804031 3.23% -1078213 -1.09% 2021-04-30
Capital Group 100201394 3.31% 4504474 4.71% 2021-04-30
BlackRock Fund Advisors 119041231 3.93% -4788542 -3.87% 2021-04-30
Fidelity Management & Research Company LLC 131204235 4.33% -6143355 -4.47% 2021-04-30
State Street Corporation 135356075 4.47% 222433 0.16% 2020-12-31
BlackRock Inc 192569871 6.36% -1502688 -0.77% 2020-12-31
Vanguard Group Inc 243407749 8.04% 843422 0.35% 2020-12-31
Capital Research and Management Company 282587991 9.34% -10807962 -3.68% 2021-04-30
Vanguard Investments Australia Ltd 87452336 2.89% -543694 -0.62% 2021-04-30
Capital World Investors 80831721 2.67% 6062651 8.11% 2020-12-31
SSGA Funds Management Inc 61897497 2.04% -1365932 -2.16% 2021-04-30
Capital Research Global Investors 37708224 1.25% 14089562 59.65% 2020-12-31
FMR Inc 38458423 1.27% 1691888 4.60% 2020-12-31
Morgan Stanley - Brokerage Accounts 39207003 1.30% 2044249 5.50% 2020-12-31
Northern Trust Investments N A 41181994 1.36% -1260296 -2.97% 2020-12-31
Northern Trust Corp 41181994 1.36% -1260296 -2.97% 2020-12-31
Geode Capital Management, LLC 44515146 1.47% 600972 1.37% 2020-12-31
Bank of America Corp 52209351 1.72% -6209466 -10.63% 2020-12-31
Wellington Management Company LLP 58253693 1.92% 1906716 3.38% 2020-12-31
Vanguard 37704119 1.25% -1706758 -4.33% 2021-03-31
Frost Investment Advisors, LLC 49104085 1.61% -985260 -1.97% 2021-02-28
Russell Investments Group, LLC 3048203000 99.89% 2147483647 1693446016.00% 2021-02-28
Massachusetts Financial Services Company 34792092 1.14% 83138 0.24% 2020-09-30
State Street Global Advisors (Aus) Ltd 35796759 1.17% 766806 2.19% 2020-12-31
Fidelity Management & Research Company LLC 70659609 2.32% -6975077 -8.98% 2020-11-30
Berkshire Hathaway Inc 57714433 1.89% -1800499 -3.03% 2020-03-31
Fidelity Management & Research Company 78891132 2.47% -9368393 -10.61% 2020-05-31
T. Rowe Price Associates, Inc. 35488148 1.11% -13498090 -27.55% 2020-03-31
National Indemnity Company 41855394 1.31% 41855394 -- 2018-12-31
MFS Investment Management KK 36242358 1.13% -403946 -1.10% 2019-09-30
Bank of America Corporation 57802680 1.81% 51059 0.09% 2019-06-30
Putnam Investment Management, LLC 36914821 1.15% 282149 0.77% 2019-06-30
BlackRock Asset Management Canada Ltd 100969043 3.11% 125521 0.12% 2019-05-31
BlackRock Japan Co Ltd 48155096 1.48% -40404 -0.08% 2019-05-31
BlackRock Institutional Trust Company NA 83879143 2.52% -9705380 -10.37% 2018-06-30
State Street Corp 154399313 4.59% -2889614 -1.84% 2018-06-30
Morgan Stanley Smith Barney LLC 29474318 0.88% 571404 1.98% 2018-06-30
The JPMorgan Chase 401K Savings Plan 69263347 1.76% 69263347 -- 2009-12-31
Columbia Mangmt Investment Advisers, LLC 26881582 0.80% -1958027 -6.79% 2018-06-30
Dimensional Fund Advisors, Inc. 26431593 0.79% -1337774 -4.82% 2018-06-30
Dodge & Cox 25067202 0.75% -196888 -0.78% 2018-06-30
PRIMECAP Management Company 23264270 0.69% 2720 0.01% 2018-06-30
Managed Account Advisors LLC 21502078 0.64% 411947 1.95% 2018-06-30
NORGES BANK 31608928 0.92% -2454528 -7.21% 2017-12-31
Robeco Investment Management, Inc. 19294570 0.56% -551477 -2.78% 2017-12-31
Lansdowne Partners Limited Partnership 19957949 0.58% -2733389 -12.05% 2017-09-30
BlackRock Advisors LLC 24413740 0.68% -1676498 -6.43% 2016-09-30
Harris Associates L.P. 24434835 0.68% -1770712 -6.76% 2016-09-30
Barrow Hanley Mewhinney & Strauss LLC 21999551 0.61% -3624629 -14.15% 2016-12-31
Invesco Advisers, Inc 29440266 0.82% -617517 -2.05% 2016-09-30
共同基金持股
持有者 持有份额 持股比例 份额变化 变化率 报告日期
American Funds New Perspective Fund 14196787 0.47% -900264 -5.96% 2021-03-31
iShares Core S&P 500 ETF 23965821 0.79% -- -- 2021-04-30
Vanguard Institutional Index Fund 24400959 0.81% -274800 -1.11% 2021-03-31
American Funds Income Fund of Amer 24592155 0.81% 606000 2.53% 2021-03-31
Fidelity 27937421 0.92% 333410 1.21% 2021-03-31
Financial Select Sector SPDR 30950275 1.02% 189596 0.62% 2021-04-30
SPDR 31363427 1.04% 272992 0.88% 2021-04-30
Vanguard 500 Index Fund 62469386 2.06% 287784 0.46% 2021-03-31
Vanguard Total Stock Market Index Fund 85976851 2.84% -2024 -- 2021-03-31
Vanguard Value Index Fund 22003737 0.73% 632894 2.96% 2021-03-31
Capital Group Investment Co of Amer Comp 15289598 0.51% 1991171 14.97% 2021-03-31
Capital Group Growth Fnd of Amer Comp 14221454 0.47% 2700193 23.44% 2021-03-31
American Funds Growth Fund of Amer 14221454 0.47% 2700193 23.44% 2021-03-31
American Funds Invmt Co of Amer 15289598 0.51% 1991171 14.97% 2021-03-31
American Funds American Balanced Fund 16708749 0.55% 1401000 9.15% 2021-03-31
Vanguard Dividend Appreciation Index Fd 17230048 0.57% 17230048 -- 2021-03-31
MFS Value Fund 17774539 0.59% -208179 -1.16% 2021-03-31
Vanguard Wellington 18759884 0.62% 181004 0.97% 2021-01-31
American Funds Washington Mutual Fund 20087114 0.66% -159888 -0.79% 2021-03-31
Capital Group Wash Mutual Invtrs Comp 20087114 0.66% -159888 -0.79% 2021-03-31
Capital Group New Perspective Comp 15097051 0.50% 2335003 18.30% 2020-12-31
State Street S&P 500 Index Fund 13298873 0.44% 90500 0.69% 2021-03-31
American Funds Fundamental Invs 13126849 0.43% 2444716 22.89% 2020-12-31
Capital Group Fundamental Invtrs Comp 13126849 0.43% 2444716 22.89% 2020-12-31
Russell Inv Tax-Managed DI Large Cap SMA 3048203000 99.89% 2147483647 -- 2020-12-31
Franklin Income Fund 15000000 0.49% -- -- 2020-12-31
Vanguard High Dividend Yield Index Fund 10939212 0.36% 126093 1.17% 2020-12-31
Vanguard Equity Income Fund 11376319 0.37% 1297775 12.88% 2020-09-30
State Street S&P 500 Index Fund 13125594 0.43% -189800 -1.43% 2020-10-31
iShares Core S&P 500 ETF 23726348 0.78% 1836 0.01% 2020-11-27
CREF Stock Account 10444328 0.34% -150034 -1.42% 2020-07-31
FICP TEST Fund 116 21495880 0.67% 21495880 -- 2019-12-31
MFS Large Cap Value CIT 18332920 0.57% 17789100 3271.14% 2020-03-31
Vanguard PrimeCap Fund 11220975 0.35% -79300 -0.70% 2019-12-31
Dodge & Cox Stock Fund 13553400 0.42% -2743100 -16.83% 2019-09-30
iShares Core MSCI AllCntry Wld exCan ETF 23985052 0.74% 7872 0.03% 2019-05-23
iShares MSCI World ETF 23985052 0.74% 7872 0.03% 2019-05-23
iShares Core S&P US Total Market ETF 24077548 0.74% 21648 0.09% 2019-05-30
iShares S&P 500 ETF 24077548 0.74% 21648 0.09% 2019-05-30
iShares Core S&P 500 ETF (CAD-Hedged) 24077548 0.74% 21648 0.09% 2019-05-30
iShares Core MSCI Kokusai ETF 24077548 0.74% 21648 0.09% 2019-05-30
VA CollegeAmerica The Gr Fd of Amer 14520567 0.44% 7828567 116.98% 2018-12-31
VA CollegeAmerica The Inc Fd of Amer 15225539 0.47% 198000 1.32% 2018-12-31
VA CollegeAmerica WA Mutl Inv Fd 15497400 0.47% -484100 -3.03% 2018-12-31
OH Putnam Fidelity Spartan 500 Index 24912491 0.76% 720823 2.98% 2019-01-31
VA CollegeAmerica New Perspective Fd 12741200 0.39% 1200000 10.40% 2018-12-31
VA CollegeAmerica Fundamental Inv 12213600 0.37% -- -- 2018-12-31
iShares Russell 1000 Value ETF 9760598 0.30% -71438 -0.73% 2019-01-31
BlackRock Russell 1000 Index Fund 9081018 0.27% 86538 0.96% 2018-12-31
Undrly L&G Diversified Life 14285526 0.43% 14217325 20846.21% 2018-09-30
Undrly L&G Pen PMC Diversified 14285526 0.43% 14217325 20846.21% 2018-09-30
MFS 19928119 0.60% -298925 -1.48% 2018-09-30
Vanguard Windsor 9625619 0.29% -1191116 -11.01% 2018-06-30
VA CollegeAmerica WA Mutual 529B 17987000 0.54% -- -- 2018-06-30
Vanguard Value Index Inv 18913477 0.56% 463115 2.51% 2018-07-31
MFS Value A 20863048 0.62% -- -- 2018-07-31
Fidelity Spartan 22679887 0.67% 267511 1.19% 2018-07-31
Vanguard 500 Index Inv 61655424 1.83% 70187 0.11% 2018-07-31
Vanguard Total Stock Mkt Idx 85607808 2.55% 370834 0.44% 2018-07-31
Dodge & Cox Stock 16329700 0.49% -100000 -0.61% 2018-06-30
Vanguard Institutional Index I 32940115 0.98% 39039 0.12% 2018-07-31
CREF Stock R1 12692809 0.38% 83549 0.66% 2018-07-31
iShares Russell 1000 Value 9381293 0.28% -9426 -0.10% 2018-09-12
Vanguard High Dividend Yield ETF 9882343 0.29% 25601 0.26% 2018-07-31
Vanguard Equity-Income Inv 11171617 0.33% 148687 1.35% 2018-06-30
Vanguard PRIMECAP Inv 11296795 0.34% 36195 0.32% 2018-06-30
VA CollegeAmerica New Perspective 529E 13139700 0.39% 192000 1.48% 2018-06-30
VA CollegeAmerica Fundamental Invs 529E 12040000 0.36% -- -- 2018-06-30
VA CollegeAmerica Inc Fund of Amer 529E 12428539 0.37% -- -- 2018-06-30
T. Rowe Price Value 10271457 0.30% -2340700 -18.56% 2018-03-31
VA CollegeAmerica Invmt Co of Amer 529E 11362000 0.33% -- -- 2017-12-31
VA CollegeAmerica Amercn Bal 529E 19761000 0.55% 520000 2.70% 2016-12-31
VA CollegeAmerica Grth Fund of Amer 529F 10800000 0.30% 400000 3.85% 2016-12-31
SPDR® S&P 500 ETF 36308777 1.00% 217776 0.60% 2015-11-27
Financial Select Sector SPDR® Fund 23228623 0.70% -197638 -0.80% 2015-11-27
VA CollegeAmerica Washington Mutual 22229800 0.60% 517000 2.40% 2015-09-30
SPDR® S&P 500® ETF Trust 36465926 1.00% 2124881 6.20% 2015-10-31
VA CollegeAmerica American Balanced 21561000 0.60% 350000 1.60% 2015-09-30
VA CollegeAmerica Income Fund of America 19330200 0.50% -- -- 2015-09-30
VA CollegeAmerica Fundamental Investors 19000000 0.50% 500000 2.70% 2015-09-30
Fidelity Spartan® 500 Index Fd 18284173 0.50% 89311 0.50% 2015-10-31
Vanguard Windsor II Fund 21150209 0.60% -829200 -3.80% 2015-09-30