JPMORGAN CHASE & CO Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 3,529
New Positions 198
Increased Positions 1,659
Decreased Positions 1,808
Positions with Activity 3,467
Sold Out Positions 316
Total Mkt Value (in $ millions) 370,848

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

Sector Weighting

Basic Materials 4.15%
Capital Goods 3.74%
Conglomerates 0.09%
Consumer Cyclical 3.5%
Consumer/Non-Cyclical 4.38%
Energy 8.39%
Financial 27.5%
Healthcare 9.05%
Services 15.79%
Technology 15.61%
Transportation 2.37%
Utilities 3.63%

3,529 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 16,418,154 1,266,438 8.36 82,648,648
ISHARES TR MSCI EAFE ETF 6,506,740 2,139,934 49.01 95,364,790
JOHNSON & JOHNSON COM 6,311,232 486,560 8.35 61,753,734
EXXON MOBIL CORP COM 5,480,209 50,164 .92 52,552,827
APPLE INC COM 5,132,319 -20,666 (0.4) 52,894,142
WELLS FARGO & CO NEW COM 5,108,883 236,848 4.86 99,028,546
TIME WARNER INC COM NEW 3,991,832 371,440 10.26 47,516,149
MICROSOFT CORP COM 3,877,481 -302,454 (7.24) 87,330,653
GOOGLE INC CL A 3,753,573 7,068 .19 6,224,728
GOOGLE INC CL C 3,693,442 6,955 .19 6,224,728
VERIZON COMMUNICATIONS INC COM 3,552,619 1,528,485 75.51 69,590,966
ISHARES TR CORE S&P MCP ETF 3,424,159 159,440 4.88 24,233,253
SCHLUMBERGER LTD COM 3,234,827 515,189 18.94 28,601,477
ISHARES TR RUSSELL 2000 ETF 3,153,819 480,739 17.98 27,510,632
HOME DEPOT INC COM 3,007,818 44,029 1.49 37,042,099
COMCAST CORP NEW CL A 2,504,734 51,389 2.10 45,433,232
PROCTER & GAMBLE CO COM 2,477,332 135,616 5.79 30,866,340
HONEYWELL INTL INC COM 2,471,703 249,583 11.23 25,744,229
UNITED TECHNOLOGIES CORP COM 2,448,384 -202,174 (7.63) 22,472,544
UNITEDHEALTH GROUP INC COM 2,417,045 -406,908 (14.41) 28,210,148