JPMORGAN CHASE & CO Information

270 PARK AVE, NEW YORK, New York, 10017, (212) 270-6000

Report Date: 09/30/2014

Position Statistics

Total Positions 3,380
New Positions 220
Increased Positions 1,645
Decreased Positions 1,657
Positions with Activity 3,302
Sold Out Positions 213
Total Mkt Value (in $ millions) 396,507

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.54%
Capital Goods 3.31%
Conglomerates 0.12%
Consumer Cyclical 3.49%
Consumer/Non-Cyclical 4.47%
Energy 5.92%
Financial 28.27%
Healthcare 9.66%
Services 16.6%
Technology 16.11%
Transportation 2.67%
Utilities 3.8%

3,380 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 17,974,820 -113,981 (0.63) 87,694,883
ISHARES TR MSCI EAFE ETF 7,077,589 699,090 10.96 115,345,329
APPLE INC COM 6,611,497 72,824 1.11 58,519,182
JOHNSON & JOHNSON COM 5,852,880 -195,479 (3.23) 57,268,883
WELLS FARGO & CO NEW COM 5,461,254 -109,490 (1.97) 102,539,501
EXXON MOBIL CORP COM 4,437,600 -218,151 (4.69) 48,823,850
ISHARES TR RUSSELL 2000 ETF 4,327,007 1,211,054 38.87 36,632,296
MICROSOFT CORP COM 4,317,240 -2,977 (0.07) 91,505,729
GOOGLE INC CL C 3,953,211 -15,995 (0.4) 7,321,439
HOME DEPOT INC COM 3,894,221 -13,176 (0.34) 36,957,589
ISHARES TR CORE S&P MCP ETF 3,768,534 153,252 4.24 25,955,879
UNITEDHEALTH GROUP INC COM 3,296,471 -204,561 (5.84) 29,432,778
TIME WARNER INC COM NEW 3,220,563 -558,102 (14.77) 40,272,137
GOOGLE INC CL A 3,116,242 -87,995 (2.75) 5,750,055
HONEYWELL INTL INC COM 2,939,386 135,387 4.83 28,676,936
PROCTER & GAMBLE CO COM 2,837,732 70,871 2.56 31,502,355
BANK AMER CORP COM 2,745,028 39,655 1.47 174,509,105
UNITED TECHNOLOGIES CORP COM 2,738,098 188,266 7.38 22,821,284
MERCK & CO INC NEW COM 2,724,632 461,003 20.37 43,601,085
CELGENE CORP COM 2,687,183 -319,960 (10.64) 21,690,071


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