How many institutions own JPM stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own JPM shares is 5799, representing 74.49% of the company's common stock.

Who are the major shareholders selling JPMorgan Chase & Co. stock?

US BANCORP \DE\, in the last quarter, reduced its stake in JPM by -1.89% restricting it's holding to 3.66 million shares of worth nearly $1.15B. PRIMECAP MANAGEMENT CO/CA/ also lessened -23.93% of the JPM shares from its portfolio, reducing its holding to 3.84 million shares of worth $1.21B. STIFEL FINANCIAL CORP also shunned JPM shares holding by -4.2% last quarter which brought its holding to 3.92 million shares worth $1.23B.

Investors who are buying JPM stock?

As per its latest 13F filing, ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. increased its stake in JPM by 2.68% in the last quarter. The institutional holder raised its holding to 3.79 million shares having worth more than $1.20B. also added 100% more shares of JPM to its portfolio, raising its holding to 4.17 million shares of worth $1.31B. HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND also increased its JPM shares holding by 28.12% which brought its holding to 4.83 million shares worth $1.52B.

JPM's major insiders: who are they?

The insider with the most stakes in JPM is DIMON JAMES , Chairman & CEO at the company. Additionally, JPM stock is highly held by CEO Asset & Wealth Management Erdoes Mary E. and President & COO, CEO CIB Pinto Daniel E among others.

Did an insider recently sell JPM stock?

Company executives, directors, and other insiders own 0.47% percent of JPMorgan Chase & Co.'s stock. Within the last six months, there have been 2 transaction(s) in which JPM insiders have sold stock, totaling 10.47K shares. Insiders that have sold shares include LEOPOLD ROBIN, BAMMANN LINDA, and BACON ASHLEY.

Which insider recently purchased JPM stock?

There have been 0 transaction(s) during the past 6-months in which JPMorgan Chase & Co. insiders have bought stock, totalling 0 shares

How much of JPM does insiders own?

Around 140.69K JPMorgan Chase & Co. shares are held by insiders, which represents about 0.47% of JPM stock.

Who is the insider with the largest stake?

JPM Chairman & CEO, DIMON JAMES holds the largest portfolio of the company's shares. JPM shares owned by DIMON total nearly 1.32 million.

Which institution holds the most shares in JPM?

US BANCORP \DE\ is the largest institutional owner in JPM which holds 3.66 million shares worth $1.15B or 0.13% of the total JPM shares outstanding followed by ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. with ownership of 3.79 million shares representing 0.14% of the JPM ownership. PRIMECAP MANAGEMENT CO/CA/ is the third largest stakeholder with 3.84 million shares or 0.14% of the ownership worth more than $1.21B.

Is JPMorgan Chase & Co. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the JPM is concerned, it is a stock which is optionable.

Is there a short position on JPM's shares?

Number of JPM shares short is 22.70M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding JPM shares are there?

As of today, 2.75B shares of JPM are outstanding.

Is there many float in JPM stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, JPM has 2.74B shares in float.

JPM short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for JPM is 2.47.

JPMorgan Chase & Co (JPM) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.83

Short Percent Of Float0.83

Shares Outstanding2.75B

Shares Float2.74B

Shares Short22.70M

Short Ratio2.47

0.83%

Short % of Float

0.83%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.47% Percentage of Shares held by All Insiders

74.49% Percentage of Shares held by All Institutions

74.84% Percentage of Float held by Institutions

5799

Number of Institutions Holding Shares

Institutional Ownership

About 74.49% of JPM shares are held by financial institutions. US BANCORP \DE\ is the top corporate investor, holding 3.66M shares valued at $1.15B. A 0.13% stake in JPMorgan Chase & Co. is owned by the company. ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. owns 3.79M shares valued at $1.20B, which translates its holding of 0.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	US BANCORP \DE\	0.13%	3.66M	1.15B	-70.43K	-1.89%
Sep 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.14%	3.79M	1.2B	99.08K	+2.68%
Sep 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.14%	3.84M	1.21B	-1.21M	-23.93%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.14%	3.92M	1.23B	-171.74K	-4.20%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.15%	4.08M	1.29B	-356.02K	-8.02%
Sep 30, 2025		0.15%	4.17M	1.31B	4.17M	+100.00%
Sep 30, 2025	SANDERS CAPITAL, LLC	0.16%	4.34M	1.37T	-207.01K	-4.56%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.17%	4.82M	1.52B	-489.56K	-9.23%
Sep 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.17%	4.83M	1.52B	1.06M	+28.12%
Sep 30, 2025	SWEDBANK AB	0.17%	4.84M	1.53B	228.54K	+4.96%
Sep 30, 2025	JPMORGAN CHASE & CO	0.17%	4.85M	1.53B	48.37K	+1.01%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	5.63M	1.78B	195.43K	+3.60%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.2%	5.71M	1.8B	1.25M	+27.91%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.21%	5.78M	1.82B	145.37K	+2.58%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.22%	6.09M	1.92B	756.06K	+14.17%
Sep 30, 2025	AMUNDI	0.2%	5.48M	1.69B	61.59K	+1.14%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	5.52M	1.74B	398.9K	+7.79%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.75%	20.95M	6.61B	-954.76K	-4.36%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.79%	22.17M	6.99B	1.03M	+4.85%
Sep 30, 2025	RHUMBLINE ADVISERS	0.17%	4.88M	1.54B	-84.24K	-1.70%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.18%	5.08M	1.6B	-33.26K	-0.65%
Sep 30, 2025	CITIGROUP INC	0.18%	5.08M	1.6B	-515.42K	-9.20%
Sep 30, 2025	BARCLAYS PLC	0.5%	14.06M	4.44B	-459.65K	-3.17%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.59%	16.42M	5.18B	-950.39K	-5.47%
Sep 30, 2025	VANGUARD GROUP INC	9.53%	265.89M	83.87B	-6.06M	-2.23%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.23%	6.43M	2.03B	175.51K	+2.80%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.24%	6.62M	2.09B	1.08M	+19.57%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	6.81M	2.15B	31.42K	+0.46%
Sep 30, 2025	HSBC HOLDINGS PLC	0.24%	6.81M	2.15B	-156.19K	-2.24%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	7.08M	2.23B	-201.75K	-2.77%
Sep 30, 2025	BOSTON PARTNERS	0.27%	7.49M	2.36B	168.18K	+2.30%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.6%	16.63M	5.25B	-3.25M	-16.35%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.23%	6.4M	2.02B	-90.99K	-1.40%
Sep 30, 2025	DEUTSCHE BANK AG\	0.35%	9.89M	3.12B	-61.05K	-0.61%
Sep 30, 2025	NUVEEN, LLC	0.55%	15.37M	4.85B	-178.46K	-1.15%
Sep 30, 2025	LPL FINANCIAL LLC	0.19%	5.22M	1.65B	417.77K	+8.70%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.19%	5.3M	1.67B	-23.31K	-0.44%
Sep 30, 2025	BESSEMER GROUP INC	0.19%	5.4M	1.7B	-21.51K	-0.40%
Sep 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.28%	7.87M	2.48B	349.27K	+4.64%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.31%	8.77M	2.77B	-278.41K	-3.08%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.45%	12.6M	3.97B	-418.48K	-3.22%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.52%	14.45M	4.56B	-83.25K	-0.57%
Sep 30, 2025	INVESCO LTD.	0.53%	14.66M	4.62B	322.74K	+2.25%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.56%	15.72M	4.96B	347.03K	+2.26%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.83%	23.01M	7.26B	-490.94K	-2.09%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.83%	23.23M	7.33B	-422.38K	-1.79%
Sep 30, 2025	ROYAL BANK OF CANADA	0.86%	23.96M	7.56B	1.19M	+5.23%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.04%	29.02M	9.15B	290.02K	+1.01%
Sep 30, 2025	NORTHERN TRUST CORP	1.16%	32.36M	10.21B	-183.62K	-0.56%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.22%	6.13M	1.93B	406.19K	+7.09%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.67%	18.69M	5.9B	-587.25K	-3.05%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.68%	18.91M	5.96B	607.03K	+3.32%
Sep 30, 2025	UBS GROUP AG	0.7%	19.56M	6.17B	-875.38K	-4.28%
Sep 30, 2025	MORGAN STANLEY	2.35%	65.45M	20.64B	-1.54M	-2.30%
Sep 30, 2025	STATE STREET CORP	4.49%	125.2M	39.49B	-89.77K	-0.07%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.86%	24.1M	7.6B	-162.04K	-0.67%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	1.01%	28.14M	8.87B	-2.15K	-0.01%
Sep 30, 2025	FMR LLC	1.39%	38.74M	12.22B	-3.31M	-7.86%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.25%	6.85M	2.16B	93.54K	+1.38%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.5%	13.82M	4.36B	-6.71M	-32.68%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.67%	18.82M	5.94B	-971.1K	-4.91%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.8%	22.23M	7.01B	-1.19M	-5.09%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.07%	57.75M	18.22B	3.88M	+7.20%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.2%	61.28M	19.26B	152.43K	+0.25%
Sep 30, 2025	BLACKROCK, INC.	7.5%	209.19M	65.99B	3.3M	+1.60%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.2%	5.45M	1.72B	178.89K	+3.39%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.84%	23.51M	6.81B	2.11M	+9.86%
Jun 30, 2025	ROYAL BANK OF CANADA	0.82%	22.77M	6.6B	-575.45K	-2.47%
Jun 30, 2025		0.56%	15.55M	4.51B	-644.7K	-3.98%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.55%	15.38M	4.46B	-2.99M	-16.30%
Jun 30, 2025	BOSTON PARTNERS	0.26%	7.32M	2.12B	-28.39K	-0.39%
Jun 30, 2025	BESSEMER GROUP INC	0.19%	5.42M	1.57B	-19.55K	-0.36%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	3.39M	983.49M	39.89K	+1.19%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.12%	3.25M	941.64M	-2.06K	-0.06%
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.11%	3.2M	931.98M	-10.81K	-0.34%
Jun 30, 2025	FIL LTD	0.11%	3.13M	908.76M	10.93K	+0.35%
Jun 30, 2025	MARINER, LLC	0.11%	3.13M	907.49M	355.85K	+12.82%
Jun 30, 2025	RATHBONES GROUP PLC	0.1%	2.77M	803.94M	-71.96K	-2.53%
Jun 30, 2025	APG ASSET MANAGEMENT N.V.	0.1%	2.75M	678.91M	-23.76K	-0.86%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.09%	2.54M	735.06M	-65.16K	-2.51%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.09%	2.5M	723.43M	-24.5K	-0.97%
Jun 30, 2025	ABRDN PLC	0.09%	2.43M	709.93M	87.09K	+3.71%
Jun 30, 2025	CAPITAL WEALTH PLANNING, LLC	0.09%	2.41M	697.3M	-52.18K	-2.12%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.08%	2.34M	677.63M	143.2K	+6.53%
Jun 30, 2025	COLONY GROUP, LLC	0.08%	2.28M	660.99M	47.9K	+2.15%
Jun 30, 2025	NINETY ONE UK LTD	0.08%	2.28M	660.49M	258.97K	+12.82%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.2%	5.53M	1.6B	-405.98K	-6.84%
Jun 30, 2025	FMR LLC	1.51%	42.04M	12.19B	-4.96M	-10.56%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.62%	17.37M	5.03B	-831K	-4.57%
Jun 30, 2025	HSBC HOLDINGS PLC	0.25%	6.97M	2.02B	-522.06K	-6.97%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	6.78M	1.97B	56.03K	+0.83%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.24%	6.76M	1.96B	-33.88K	-0.50%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.23%	6.49M	1.88B	585.15K	+9.91%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	5.89M	1.71B	463.3K	+8.54%
Jun 30, 2025	CITIGROUP INC	0.2%	5.6M	1.62B	271.02K	+5.09%
Jun 30, 2025	NUVEEN, LLC	0.56%	15.55M	4.51B	-644.7K	-3.98%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.79%	21.91M	6.35B	-512K	-2.28%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.2%	5.63M	1.63T	135.07K	+2.46%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.76%	21.14M	6.13T	1.25M	+6.28%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.84%	23.42M	6.79B	-1.38M	-5.56%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.85%	23.65M	6.86B	-349.11K	-1.45%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.03%	28.73M	8.33B	-179.46K	-0.62%
Jun 30, 2025	NORTHERN TRUST CORP	1.17%	32.54M	9.43B	-576.17K	-1.74%
Jun 30, 2025	NORGES BANK	1.27%	35.51M	10.3B	35.51M	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.93%	53.87M	15.62B	6.29M	+13.21%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.19%	61.13M	17.65B	300.16K	+0.49%
Jun 30, 2025	STATE STREET CORP	4.49%	125.29M	36.32B	-2.23M	-1.75%
Jun 30, 2025	VANGUARD GROUP INC	9.75%	271.95M	78.84B	-842.4K	-0.31%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.66%	18.3M	5.31B	-648.1K	-3.42%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.21%	5.73M	1.66B	-373.79K	-6.13%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.32%	9.05M	2.62B	204.52K	+2.31%
Jun 30, 2025	INVESCO LTD.	0.51%	14.33M	4.16B	577.86K	+4.20%
Jun 30, 2025	BARCLAYS PLC	0.52%	14.52M	4.21B	2.46M	+20.42%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.19%	5.31M	1.54B	-962.31K	-15.35%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.19%	5.34M	1.55B	344.67K	+6.91%
Jun 30, 2025	AMUNDI	0.19%	5.42M	1.58B	-345.98K	-6.00%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	5.43M	1.58B	335.22K	+6.57%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.22%	6.26M	1.81B	151.17K	+2.48%
Jun 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.27%	7.52M	2.18B	76.41K	+1.03%
Jun 30, 2025	DEUTSCHE BANK AG\	0.36%	9.96M	2.89B	-982.93K	-8.99%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.47%	13.02M	3.77B	-236.34K	-1.78%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.6%	16.79M	57.9M	16.73M	+28,813.74%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.69%	19.28M	5.59B	-818.45K	-4.07%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.71%	19.79M	5.74B	-57.5K	-0.29%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.1%	2.65M	769.77M	45.43K	+1.74%
Jun 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.12%	3.43M	989.09M	-1.95K	-0.06%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.12%	3.47M	1B	2.65K	+0.08%
Jun 30, 2025	FAYEZ SAROFIM & CO	0.13%	3.5M	1.02B	-138.92K	-3.82%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.13%	3.69M	1.07B	221.23K	+6.38%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.14%	3.77M	1.09B	59.57K	+1.60%
Jun 30, 2025	VIKING GLOBAL INVESTORS LP	0.14%	4.04M	1.17B	1.87M	+86.13%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.15%	4.18M	1.21B	-333.78K	-7.39%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.16%	4.37M	1.27T	-18.6K	-0.42%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.16%	4.44M	1.29B	157.69K	+3.69%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.16%	4.47M	1.29B	298.98K	+7.18%
Jun 30, 2025	SANDERS CAPITAL, LLC	0.16%	4.54M	1.32B	-3.22M	-41.49%
Jun 30, 2025	SWEDBANK AB	0.17%	4.61M	1.34B	522.42K	+12.79%
Jun 30, 2025	UNISPHERE ESTABLISHMENT	0.17%	4.83M	1.4B	0	0
Jun 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.18%	5.05M	1.46B	-3.25K	-0.06%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.18%	5.11M	1.48B	45.09K	+0.89%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.19%	5.27M	1.53B	72.81K	+1.40%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.52%	14.53M	4.21B	-88.91K	-0.61%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	1.01%	28.14M	8.16B	-640.66K	-2.23%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.74%	20.52M	5.95B	-3.34M	-14.01%
Jun 30, 2025	UBS GROUP AG	0.73%	20.44M	5.92B	-1.53M	-6.96%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.71%	19.88M	5.76B	1.44M	+7.83%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	7.28M	2.11B	202.79K	+2.87%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.19%	5.33M	1.54B	-93.4K	-1.72%
Jun 30, 2025	BLACKROCK, INC.	7.38%	205.89M	59.69B	-2.33M	-1.12%
Jun 30, 2025	MORGAN STANLEY	2.4%	66.99M	19.42T	-2.37M	-3.42%
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.87%	24.26M	7.03B	-921.24K	-3.66%
Mar 31, 2025	BOSTON PARTNERS	0.26%	7.35M	1.8B	-1.01M	-12.08%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	5.42M	1.33B	-958.6K	-15.02%
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.21%	5.9M	1.43B	-234.84K	-3.83%
Mar 31, 2025	BESSEMER GROUP INC	0.19%	5.44M	1.33B	-381.34K	-6.55%
Mar 31, 2025	CITIGROUP INC	0.19%	5.33M	1.31B	963.91K	+22.08%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.69%	47.59M	11.67B	-1.81M	-3.66%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.19%	5.42M	1.33B	-160.09K	-2.87%
Mar 31, 2025	HSBC HOLDINGS PLC	0.27%	7.49M	1.83B	209.51K	+2.88%
Mar 31, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.26%	7.45M	1.83B	-3.24M	-30.30%
Mar 31, 2025	AMUNDI	0.2%	5.77M	1.32B	452.59K	+8.52%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.19%	5.5M	1.35B	-613.94K	-10.05%
Mar 31, 2025	NORTHERN TRUST CORP	1.17%	33.12M	8.12B	-727.58K	-2.15%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.03%	28.91M	7.09B	-786.63K	-2.65%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	1.02%	28.78M	7.06B	-4.06M	-12.35%
Mar 31, 2025	CAPITAL WORLD INVESTORS	0.89%	25.18M	6.18B	-3.7M	-12.80%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	7.08M	1.74B	-5.66K	-0.08%
Mar 31, 2025	VANGUARD GROUP INC	9.68%	272.8M	66.92B	412.54K	+0.15%
Mar 31, 2025	BLACKROCK, INC.	7.39%	208.22M	51.08B	1.53M	+0.74%
Mar 31, 2025		0.57%	16.2M	3.97B	16.2M	+100.00%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.65%	18.2M	4.46B	-3.63M	-16.65%
Mar 31, 2025	INVESCO LTD.	0.49%	13.75M	3.37B	547.11K	+4.14%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.47%	13.25M	3.25B	-432.69K	-3.16%
Mar 31, 2025	BARCLAYS PLC	0.43%	12.06M	2.96B	4.05M	+50.60%
Mar 31, 2025	DEUTSCHE BANK AG\	0.39%	10.94M	2.68B	-1.57M	-12.57%
Mar 31, 2025	SANDERS CAPITAL, LLC	0.28%	7.77M	1.9B	-484.45K	-5.87%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.31%	8.84M	2.17B	-267.34K	-2.93%
Mar 31, 2025	STATE STREET CORP	4.52%	127.52M	31.28B	232.97K	+0.18%
Mar 31, 2025	MORGAN STANLEY	2.46%	69.35M	17.01B	510.14K	+0.74%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.16%	60.83M	14.87B	1.61M	+2.72%
Mar 31, 2025	FMR LLC	1.67%	47.01M	11.53B	-1.2M	-2.50%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.88%	24.8M	6.08B	454.23K	+1.87%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.85%	24M	5.89B	-239.38K	-0.99%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.85%	23.87M	5.85B	-5.47M	-18.63%
Mar 31, 2025	ROYAL BANK OF CANADA	0.83%	23.34M	5.73B	308.08K	+1.34%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.8%	22.42M	5.5B	-125.71K	-0.56%
Mar 31, 2025	UBS GROUP AG	0.78%	21.97M	5.39B	2.01M	+10.05%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.76%	21.4M	5.25B	-1.45M	-6.33%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.71%	20.1M	4.93B	-1.19M	-5.61%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	6.72M	1.65B	-76.45K	-1.12%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.65%	18.37M	4.51B	967.7K	+5.56%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.52%	14.62M	3.59B	-37.23K	-0.25%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.24%	6.79M	1.67B	-44.67K	-0.65%
Mar 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.22%	6.27M	1.54B	-441.79K	-6.58%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.22%	6.11M	1.5B	139.67K	+2.34%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.22%	6.1M	1.5B	-779.18K	-11.33%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.21%	5.94M	1.46B	-303.48K	-4.86%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.71%	19.89M	4.88B	-428.25K	-2.11%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.7%	19.85M	4.87B	-257K	-1.28%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.67%	18.95M	4.65B	339.39K	+1.82%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.65%	18.44M	4.52B	890.55K	+5.07%
Mar 31, 2024	INVESCO LTD.	0.46%	13.23M	2.65B	-1.39M	-9.52%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	0.59%	17.2M	3.45B	3.25M	+23.32%
Mar 31, 2024	UBS GROUP AG	0.61%	17.6M	3.52B	1.51M	+9.37%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.7%	20.23M	4B	56.14K	+0.28%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.74%	21.66M	4.34B	317.67K	+1.49%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.81%	23.61M	4.73B	-100.06K	-0.42%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.84%	24.36M	4.88B	952.06K	+4.07%
Mar 31, 2024	MORGAN STANLEY	2.29%	66.73M	13.37B	1.89M	+2.91%
Mar 31, 2024	STATE STREET CORP	4.33%	125.85M	25.21B	689.94K	+0.55%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.2%	5.7M	1.14B	96.06K	+1.71%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.2%	5.89M	1.18B	-210.4K	-3.45%
Mar 31, 2024	BESSEMER GROUP INC	0.21%	5.96M	1.19B	-242.62K	-3.91%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.22%	6.35M	1.27B	-100.35K	-1.55%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.22%	6.54M	1.31B	-652.37K	-9.07%
Mar 31, 2024	CITADEL ADVISORS LLC	0.24%	6.96M	1.39B	-41K	-0.59%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.24%	7.03M	1.41B	-836.54K	-10.64%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	7.48M	1.5B	805.6K	+12.06%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	0.26%	7.56M	1.51B	-160.16K	-2.08%
Mar 31, 2024	HSBC HOLDINGS PLC	0.27%	7.79M	1.56B	1.09M	+16.22%
Mar 31, 2024	SANDERS CAPITAL, LLC	0.28%	8.07M	1.62B	55.95K	+0.70%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.3%	8.79M	1.75B	1.18M	+15.57%
Mar 31, 2024	BOSTON PARTNERS	0.31%	9.06M	1.81B	-35.34K	-0.39%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.32%	9.32M	1.87B	204.47K	+2.24%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.35%	10.22M	2.05B	-158.49K	-1.53%
Mar 31, 2024	BARCLAYS PLC	0.38%	11.02M	2.21B	2.39M	+27.67%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.4%	11.62M	2.33B	-196.72K	-1.66%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.42%	12.25M	2.45B	416.48K	+3.52%
Mar 31, 2024	DEUTSCHE BANK AG\	0.45%	12.94M	2.59B	133.62K	+1.04%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	7.25M	1.45B	-254.25K	-3.39%
Mar 31, 2024	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.48%	13.84M	2.77B	974.9K	+7.58%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.5%	14.65M	2.93B	2.02M	+16.03%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.56%	16.37M	3.28B	-1.74M	-9.60%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.59%	17.13M	3.43B	576.14K	+3.48%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.86%	24.94M	5B	-26.73K	-0.11%
Mar 31, 2024	ROYAL BANK OF CANADA	0.9%	26.14M	5.23B	2.94M	+12.69%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.96%	27.89M	5.59B	-919.31K	-3.19%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.99%	28.83M	5.77B	-667.38K	-2.26%
Mar 31, 2024	NORTHERN TRUST CORP	1.06%	30.78M	6.16B	-1.18M	-3.70%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	1.08%	31.48M	6.31B	-619.03K	-1.93%
Mar 31, 2024	CAPITAL WORLD INVESTORS	1.18%	34.42M	6.89B	150.81K	+0.44%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.34%	38.98M	7.81B	-640.82K	-1.62%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	1.45%	42.29M	8.47B	778.3K	+1.87%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.75%	51.02M	10.22B	-43.71K	-0.09%
Mar 31, 2024	FMR LLC	1.9%	55.36M	11.09B	2.76M	+5.25%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.96%	56.91M	11.37B	1.59M	+2.87%
Mar 31, 2024	BLACKROCK INC.	6.74%	196.12M	39.28B	4.37M	+2.28%
Mar 31, 2024	VANGUARD GROUP INC	9.32%	271.08M	54.3B	-1.35M	-0.50%
Mar 31, 2024	US BANCORP \DE\	0.14%	3.96M	793.95M	-54.52K	-1.36%
Mar 31, 2024		0.14%	3.99M	800.13M	3.99M	+100.00%
Mar 31, 2024	APG ASSET MANAGEMENT N.V.	0.14%	4.03M	747.76M	228.79K	+6.02%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.14%	4.1M	820.25M	-236.05K	-5.45%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.15%	4.26M	853.65M	15.66K	+0.37%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.15%	4.27M	855.92M	-20.95K	-0.49%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.15%	4.3M	862.18M	-28.44K	-0.66%
Mar 31, 2024	CREDIT SUISSE AG/	0.15%	4.31M	862.35M	-490.24K	-10.21%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.15%	4.51M	902.4M	40.25K	+0.90%
Mar 31, 2024	GREENHAVEN ASSOCIATES INC	0.16%	4.63M	926.66M	-97.12K	-2.06%
Mar 31, 2024	TD ASSET MANAGEMENT INC	0.16%	4.75M	951.99B	277.26K	+6.20%
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	0.18%	5.15M	1.03B	626.2K	+13.84%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.18%	5.25M	1.05B	142.82K	+2.80%
Mar 31, 2024	RHUMBLINE ADVISERS	0.19%	5.51M	1.1B	-76.5K	-1.37%
Mar 31, 2024	UNISPHERE ESTABLISHMENT	0.2%	5.68M	1.14B	75K	+1.34%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.24%	7.08M	1.42B	-79.7K	-1.11%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.25%	7.13M	1.43B	673.4K	+10.43%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.25%	7.19M	1.44B	-1.41M	-16.38%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.65%	55.32M	9.39B	998.06K	+1.84%
Dec 31, 2023	FMR LLC	1.57%	52.61M	8.95B	3.19M	+6.45%
Dec 31, 2023	MORGAN STANLEY	1.93%	64.84M	11.03B	1.9M	+3.02%
Dec 31, 2023	STATE STREET CORP	3.73%	125.16M	21.29B	3.19M	+2.62%
Dec 31, 2023	BLACKROCK INC.	5.71%	191.76M	32.62B	2.27M	+1.20%
Dec 31, 2023	VANGUARD GROUP INC	8.11%	272.43M	46.34B	74.94K	+0.03%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.18%	6.1M	1.04B	-54.42K	-0.88%
Dec 31, 2023	BESSEMER GROUP INC	0.18%	6.21M	1.06B	-314.46K	-4.82%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.19%	6.45M	1.1B	-857.52K	-11.73%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.19%	6.46M	1.1B	333.32K	+5.44%
Dec 31, 2023	HSBC HOLDINGS PLC	0.2%	6.7M	1.14B	-161.07K	-2.35%
Dec 31, 2023	CITADEL ADVISORS LLC	0.17%	5.68M	966.32M	-13.9K	-0.24%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.21%	7.16M	1.22B	15.84K	+0.22%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.21%	7.19M	1.22B	-265.43K	-3.56%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.22%	7.51M	1.28B	-181.43K	-2.36%
Dec 31, 2023	NORGES BANK	1.05%	35.37M	6.02B	35.37M	+100.00%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	1.18%	39.62M	6.74B	39.62M	+100.00%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	1.24%	41.52M	7.06B	2.13M	+5.40%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.52%	51.07M	8.69B	-1.91M	-3.61%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.23%	7.6M	1.3B	-325.47K	-4.10%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS, LLC	0.23%	7.72M	1.31B	-104.57K	-1.34%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.23%	7.86M	1.34B	-123.63K	-1.55%
Dec 31, 2023	SANDERS CAPITAL, LLC	0.24%	8.01M	1.36B	246.16K	+3.17%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.26%	8.6M	1.46B	2.84M	+49.33%
Dec 31, 2023	BARCLAYS PLC	0.26%	8.63M	1.47B	797.54K	+10.18%
Dec 31, 2023	BOSTON PARTNERS	0.27%	9.09M	1.55B	-215.25K	-2.31%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.27%	9.12M	1.55B	243.42K	+2.74%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.31%	10.38M	1.77B	-1.9M	-15.47%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.35%	11.82M	2.01B	404.8K	+3.55%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.35%	11.84M	2.01B	450.1K	+3.95%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.38%	12.63M	2.15B	-1.28M	-9.18%
Dec 31, 2023	DEUTSCHE BANK AG\	0.38%	12.81M	2.18B	-516.27K	-3.87%
Dec 31, 2023	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.38%	12.87M	2.19B	-263.2K	-2.00%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	0.42%	13.95M	2.37B	-705.14K	-4.81%
Dec 31, 2023	INVESCO LTD.	0.44%	14.62M	2.49B	79.4K	+0.55%
Dec 31, 2023	UBS GROUP AG	0.48%	16.09M	2.74B	471.41K	+3.02%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.49%	16.56M	2.82B	447.1K	+2.78%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.54%	18.11M	3.08B	-92.56K	-0.51%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.6%	20.17M	3.39B	154.43K	+0.77%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.64%	21.34M	3.63B	695.5K	+3.37%
Dec 31, 2023	ROYAL BANK OF CANADA	0.69%	23.19M	3.95B	604.42K	+2.68%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.7%	23.41M	3.98B	4.66M	+24.86%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.71%	23.71M	4.04B	-11.34K	-0.05%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.74%	24.97M	4.25B	185.93K	+0.75%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.86%	28.81M	4.9B	-311.9K	-1.07%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.88%	29.5M	5.02B	-1.07M	-3.52%
Dec 31, 2023	NORTHERN TRUST CORP	0.95%	31.96M	5.44B	-1.13M	-3.41%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.96%	32.1M	5.46B	783.81K	+2.50%
Dec 31, 2023	CAPITAL WORLD INVESTORS	1.02%	34.27M	5.83B	-2.99M	-8.04%

Insiders

Among the JPM insiders holding of 0.47% of the stake in company, DIMON JAMES, Chairman & CEO, holds the largest shares of 1.32M. ERDOES MARY E., CEO Asset & Wealth Management, is the second largest JPM insider with ownership of 608.41K shares. PINTO DANIEL E, President & COO, CEO CIB, stands third with possession of 566.67K shares of that stake.

Insiders	Designation	Shares Held
DIMON JAMES	Chairman & CEO	1.32M
ERDOES MARY E.	CEO Asset & Wealth Management	608.41K
PINTO DANIEL E	President & COO, CEO CIB	566.67K
SMITH GORDON	Co-President & COO, CEO CCB	467.61K
PETNO DOUGLAS B	Co-CEO CIB	353.66K
BACON ASHLEY	Chief Risk Officer	229.79K
ROHRBAUGH TROY L	Co-CEO CIB	151.13K
BAMMANN LINDA	director	82.21K
BURKE STEPHEN B	director	75K
LAKE MARIANNE	CEO CCB	63.4K
PIEPSZAK JENNIFER	Chief Operating Officer	62.46K
LEOPOLD ROBIN	Head of Human Resources	58.48K
BEER LORI A	Chief Information Officer	56.36K
SCHER PETER	Vice Chairman	44.96K
FRIEDMAN STACEY	General Counsel	36.52K
HOBSON MELLODY L	director	22.04K
BARNUM JEREMY	Chief Financial Officer	18.02K
GILES NICOLE	Corporate Controller	9.69K
KORABLINA ELENA A	Corporate Controller	6.48K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 07, 2025	LEOPOLD ROBIN	SALE	311.92	966	301.31K	58.48K
Sep 02, 2025	BAMMANN LINDA	SALE	297.94	9.5K	2.83M	82.21K
Jun 12, 2025	BACON ASHLEY	SALE	267.44	5.2K	1.39M	229.79K
Jun 05, 2025	PIEPSZAK JENNIFER	SALE	262.47	6.13K	1.61M	62.46K
May 20, 2025	FRIEDMAN STACEY	SALE	265.71	6.61K	1.76M	36.52K
May 16, 2025	BEER LORI A	SALE	267.09	5.87K	1.57M	56.36K
May 16, 2025	LAKE MARIANNE	SALE	267.08	12.27K	3.28M	63.4K
May 15, 2025	PETNO DOUGLAS B	SALE	266.89	10.14K	2.71M	353.66K
May 13, 2025	BACON ASHLEY	SALE	262.53	5.2K	1.37M	234.99K
May 13, 2025	ERDOES MARY E.	SALE	262.54	14.06K	3.69M	608.41K
May 12, 2025	ROHRBAUGH TROY L	SALE	263.08	12.5K	3.29M	151.13K
May 06, 2025	BARNUM JEREMY	SALE	250.77	40.01K	10.03M	18.02K
May 06, 2025	BAMMANN LINDA	SALE	250.00	9.5K	2.38M	91.54K
May 06, 2025	PIEPSZAK JENNIFER	SALE	250.76	6.13K	1.54M	68.58K
Apr 14, 2025	DIMON JAMES	SALE	235.68	133.64K	31.5M	1.32M
Mar 24, 2025	ROHRBAUGH TROY L	SALE	247.02	25K	6.18M	133.38K
Mar 24, 2025	PIEPSZAK JENNIFER	SALE	247.03	4.27K	1.06M	50.2K
Mar 24, 2025	BEER LORI A	SALE	246.93	2.05K	506.7K	50.48K
Mar 24, 2025	LEOPOLD ROBIN	SALE	246.92	1.25K	308.65K	49.13K
Feb 20, 2025	LEOPOLD ROBIN	SALE	270.09	1.25K	337.61K	50.38K
Feb 20, 2025	PIEPSZAK JENNIFER	SALE	269.85	4.27K	1.15M	54.47K
Feb 20, 2025	BEER LORI A	SALE	269.88	2.05K	554.05K	52.53K
Feb 20, 2025	ROHRBAUGH TROY L	SALE	269.84	37.5K	10.12M	158.38K
Feb 20, 2025	DIMON JAMES	SALE	269.84	27.59K	7.44M	116.47K
Feb 18, 2025	LAKE MARIANNE	SALE	278.36	4.23K	1.18M	114.28K
Feb 18, 2025	FRIEDMAN STACEY	SALE	278.34	3.3K	919.37K	44.32K
Feb 18, 2025	PETNO DOUGLAS B	SALE	278.41	3.49K	971.65K	335.45K
Feb 18, 2025	ERDOES MARY E.	SALE	278.37	5.28K	1.47M	594.35K
Jan 16, 2025	LAKE MARIANNE	SALE	254.00	4.23K	1.08M	118.51K
Jan 16, 2025	FRIEDMAN STACEY	SALE	253.94	3.3K	838.78K	47.62K
Jan 16, 2025	PETNO DOUGLAS B	SALE	253.96	3.49K	886.57K	338.94K
Jan 16, 2025	BACON ASHLEY	SALE	253.94	7.12K	1.81M	219.39K
Jan 16, 2025	ERDOES MARY E.	SALE	253.97	5.28K	1.34M	599.63K
Jun 20, 2024	FRIEDMAN STACEY	SALE	197.58	4.42K	872.31K	37.71K
Jun 10, 2024	BACON ASHLEY	SALE	199.54	5.09K	1.01M	212.27K
May 20, 2024	BEER LORI A	SALE	200.64	5.3K	1.06M	46.38K
May 20, 2024	FRIEDMAN STACEY	SALE	200.65	4.42K	885.86K	42.12K
May 14, 2024	LAKE MARIANNE	SALE	200.02	11.73K	2.35M	122.74K
May 10, 2024	LEOPOLD ROBIN	SALE	198.86	3K	596.58K	44.11K
May 08, 2024	ERDOES MARY E.	SALE	193.66	15.9K	3.08M	585.9K
May 08, 2024	BACON ASHLEY	SALE	193.64	5.09K	984.88K	217.35K
May 08, 2024	PIEPSZAK JENNIFER	SALE	193.66	8.83K	1.71M	41.65K
May 06, 2024	KORABLINA ELENA A	SALE	190.91	21.83K	4.17M	6.48K
Apr 15, 2024	DIMON JAMES	SALE	184.18	178.22K	32.82M	264.46K
Mar 25, 2024	BEER LORI A	SALE	195.36	3.92K	765.8K	64.78K
Feb 22, 2024	DIMON JAMES	SALE	182.73	138.74K	25.35M	595.32K
Feb 22, 2024	FRIEDMAN STACEY	SALE	182.73	6.03K	1.1M	59.46K
Feb 22, 2024	BEER LORI A	SALE	182.74	3.92K	716.36K	45K
Feb 22, 2024	ROHRBAUGH TROY L	SALE	182.74	75K	13.71M	166.29K
Feb 16, 2024	PIEPSZAK JENNIFER	SALE	178.96	1.65K	294.92K	32.82K
Feb 16, 2024	SCHER PETER	SALE	178.96	1.81K	323.92K	44.96K
Feb 16, 2024	PETNO DOUGLAS B	SALE	178.99	3.27K	584.59K	289.77K
Feb 16, 2024	BACON ASHLEY	SALE	179.00	3.37K	602.86K	202.09K
Feb 16, 2024	ERDOES MARY E.	SALE	178.99	4.81K	861.66K	570K
Feb 16, 2024	LAKE MARIANNE	SALE	178.97	4.46K	798.04K	71.35K
Jan 16, 2024	PETNO DOUGLAS B	SALE	166.70	3.27K	544.6K	295.91K
Jan 16, 2024	LAKE MARIANNE	SALE	166.72	4.46K	743.42K	65K
Jan 16, 2024	BACON ASHLEY	SALE	166.73	3.37K	561.55K	205.46K
Jan 16, 2024	PIEPSZAK JENNIFER	SALE	166.59	1.65K	274.71K	34.47K
Jan 16, 2024	SCHER PETER	SALE	166.65	1.81K	301.97K	46.77K
Jan 16, 2024	ERDOES MARY E.	SALE	166.73	4.81K	802.62K	574.82K
Dec 12, 2023	LAKE MARIANNE	SALE	160.00	32.24K	5.16M	131.96K
Sep 06, 2023	FRIEDMAN STACEY	SALE	144.86	4.31K	624.33K	53.43K
Aug 07, 2023	FRIEDMAN STACEY	SALE	157.16	4.31K	677.34K	57.74K
Jun 15, 2023	ERDOES MARY E.	SALE	142.15	8.12K	1.15M	560.37K
Jun 15, 2023	SCHER PETER	SALE	141.39	2.48K	350.93K	41.33K
Jun 15, 2023	PETNO DOUGLAS B	SALE	142.16	4.93K	700.86K	277.16K
Jun 12, 2023	PIEPSZAK JENNIFER	SALE	140.70	1.87K	263.24K	22.93K
May 19, 2023	SCHER PETER	SALE	140.08	1.24K	173.84K	43.82K
May 15, 2023	PETNO DOUGLAS B	SALE	134.90	4.93K	665.33K	282.09K
May 15, 2023	SCHER PETER	SALE	135.02	1.24K	167.42K	45.06K
May 15, 2023	BEER LORI A	SALE	135.00	15.93K	2.15M	41.2K
May 15, 2023	BACON ASHLEY	SALE	135.00	16.77K	2.26M	195.36K
May 15, 2023	ERDOES MARY E.	SALE	134.81	8.12K	1.09M	568.49K
May 11, 2023	PINTO DANIEL E	SALE	135.93	113.64K	15.45M	566.67K
May 11, 2023	PIEPSZAK JENNIFER	SALE	135.97	1.87K	254.41K	24.8K
Jan 19, 2023	HOBSON MELLODY L	PURCHASE	134.53	375	50.45K	22.04K
Jan 17, 2023	ERDOES MARY E.	SALE	140.29	10.34K	1.45M	544.14K
Jan 17, 2023	SCHER PETER	SALE	140.32	4.4K	617.25K	36.37K
Jan 17, 2023	PIEPSZAK JENNIFER	SALE	140.32	10.46K	1.47M	11.7K
Jan 17, 2023	PETNO DOUGLAS B	SALE	140.30	11.64K	1.63M	242.73K
Jan 17, 2023	FRIEDMAN STACEY	SALE	140.31	23.15K	3.25M	48.31K
Jan 17, 2023	LAKE MARIANNE	SALE	141.00	10K	1.41M	86.86K
Nov 10, 2022	SCHER PETER	SALE	133.02	1.31K	174.39K	33.66K
Nov 10, 2022	PETNO DOUGLAS B	SALE	135.01	5.14K	693.83K	242.87K
Oct 26, 2022	PETNO DOUGLAS B	SALE	125.02	5.14K	642.46K	248.01K
Oct 26, 2022	SCHER PETER	SALE	125.02	1.31K	163.77K	34.97K
Oct 26, 2022	LEOPOLD ROBIN	SALE	125.07	2K	250.14K	19.03K
Oct 18, 2022	PETNO DOUGLAS B	SALE	120.05	5.14K	617.05K	253.15K
Oct 17, 2022	ERDOES MARY E.	SALE	115.77	33.52K	3.88M	533.8K
Apr 19, 2022	BACON ASHLEY	SALE	130.04	21.01K	2.73M	178.59K
Apr 14, 2022	PIEPSZAK JENNIFER	SALE	126.19	4.67K	589.05K	11.14K
Jan 19, 2022	HOBSON MELLODY L	PURCHASE	149.68	670	100.28K	18.3K
Oct 25, 2021	BEER LORI A	SALE	171.22	5.21K	892.06K	16.75K
Oct 25, 2021	PIEPSZAK JENNIFER	SALE	171.26	3.17K	543.4K	3.04K
Oct 14, 2021	LEOPOLD ROBIN	SALE	162.41	1.24K	201.07K	8.62K
Oct 14, 2021	BEER LORI A	SALE	162.46	7.83K	1.27M	21.96K
Oct 14, 2021	SCHER PETER	SALE	162.41	4.37K	710.07K	15.3K
Jul 14, 2021	ERDOES MARY E.	SALE	154.78	17.39K	2.69M	512.19K
Apr 19, 2021	HOBSON MELLODY L	PURCHASE	153.12	660	101.06K	15.09K
Apr 15, 2021	BACON ASHLEY	SALE	150.91	11.93K	1.8M	157.57K
Apr 15, 2021	BEER LORI A	SALE	150.90	15K	2.26M	29.79K
Apr 15, 2021	LAKE MARIANNE	SALE	150.90	13.05K	1.97M	103.9K
Apr 15, 2021	FRIEDMAN STACEY	SALE	150.90	16.97K	2.56M	56.21K
Apr 15, 2021	ERDOES MARY E.	SALE	150.90	19.19K	2.9M	501.17K
Apr 15, 2021	PETNO DOUGLAS B	SALE	150.90	11.51K	1.74M	373.53K
Jan 29, 2021	PETNO DOUGLAS B	SALE	129.84	22.01K	2.86M	362.02K
Jan 19, 2021	ERDOES MARY E.	SALE	138.77	13.27K	1.84M	481.98K
Jan 19, 2021	GILES NICOLE	SALE	138.75	3.15K	437.62K	9.69K
Jan 19, 2021	BACON ASHLEY	SALE	138.76	8.4K	1.17M	145.64K
Jan 19, 2021	PIEPSZAK JENNIFER	SALE	138.76	12.88K	1.79M	6.21K
Jan 19, 2021	LAKE MARIANNE	SALE	138.75	9.48K	1.32M	81.67K
Jan 19, 2021	FRIEDMAN STACEY	SALE	138.77	16.65K	2.31M	46.75K
Jan 19, 2021	SMITH GORDON	SALE	138.77	40.18K	5.58M	467.61K
Nov 24, 2020	LAKE MARIANNE	SALE	120.01	15.81K	1.9M	63.42K
Oct 26, 2020	GILES NICOLE	SALE	100.98	2.28K	230.33K	7.72K
Oct 26, 2020	PIEPSZAK JENNIFER	SALE	101.11	3.3K	333.36K	6.21K
Jul 15, 2020	ERDOES MARY E.	SALE	99.52	24.55K	2.44M	468.71K
Apr 16, 2020	BURKE STEPHEN B	PURCHASE	87.99	75K	6.6M	75K
Apr 15, 2020	BACON ASHLEY	SALE	91.12	13.03K	1.19M	137.24K
Feb 04, 2020	PINTO DANIEL E	SALE	135.72	15.21K	2.06M	0
Jan 27, 2020	PETNO DOUGLAS B	SALE	131.94	62.09K	8.19M	304.67K
Jan 15, 2020	LAKE MARIANNE	SALE	137.10	9.42K	1.29M	49.98K
Jan 15, 2020	PIEPSZAK JENNIFER	SALE	137.05	8.31K	1.14M	6.47K
Jan 15, 2020	HOBSON MELLODY L	PURCHASE	136.39	14.6K	1.99M	124.16K
Jan 15, 2020	GILES NICOLE	SALE	137.10	3.02K	413.36K	7.72K
Jan 15, 2020	FRIEDMAN STACEY	SALE	137.10	6.44K	883.05K	30.09K
Jan 15, 2020	ERDOES MARY E.	PURCHASE	100.00	51K	5.1M	51K
Jan 15, 2020	SCHER PETER	SALE	137.11	21.95K	3.01M	2.18K
Jan 15, 2020	SMITH GORDON	SALE	137.04	11.8K	1.62M	410.9K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES10.47K2

NET SHARES-10.47K2

SHARES HELD140.69K2

% NET SHARES-107.44%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.83

Short Percent Of Float0.83

Shares Outstanding2.75B

Shares Float2.74B

Shares Short22.70M

Short Ratio2.47

0.83%

Short % of Float

0.83%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.47% Percentage of Shares held by All Insiders

74.49% Percentage of Shares held by All Institutions

74.84% Percentage of Float held by Institutions

5799

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	US BANCORP \DE\	0.13%	3.66M	1.15B	-70.43K	-1.89%
Sep 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.14%	3.79M	1.2B	99.08K	+2.68%
Sep 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.14%	3.84M	1.21B	-1.21M	-23.93%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.14%	3.92M	1.23B	-171.74K	-4.20%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.15%	4.08M	1.29B	-356.02K	-8.02%
Sep 30, 2025		0.15%	4.17M	1.31B	4.17M	+100.00%
Sep 30, 2025	SANDERS CAPITAL, LLC	0.16%	4.34M	1.37T	-207.01K	-4.56%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.17%	4.82M	1.52B	-489.56K	-9.23%
Sep 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.17%	4.83M	1.52B	1.06M	+28.12%
Sep 30, 2025	SWEDBANK AB	0.17%	4.84M	1.53B	228.54K	+4.96%
Sep 30, 2025	JPMORGAN CHASE & CO	0.17%	4.85M	1.53B	48.37K	+1.01%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	5.63M	1.78B	195.43K	+3.60%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.2%	5.71M	1.8B	1.25M	+27.91%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.21%	5.78M	1.82B	145.37K	+2.58%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.22%	6.09M	1.92B	756.06K	+14.17%
Sep 30, 2025	AMUNDI	0.2%	5.48M	1.69B	61.59K	+1.14%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	5.52M	1.74B	398.9K	+7.79%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.75%	20.95M	6.61B	-954.76K	-4.36%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.79%	22.17M	6.99B	1.03M	+4.85%
Sep 30, 2025	RHUMBLINE ADVISERS	0.17%	4.88M	1.54B	-84.24K	-1.70%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.18%	5.08M	1.6B	-33.26K	-0.65%
Sep 30, 2025	CITIGROUP INC	0.18%	5.08M	1.6B	-515.42K	-9.20%
Sep 30, 2025	BARCLAYS PLC	0.5%	14.06M	4.44B	-459.65K	-3.17%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.59%	16.42M	5.18B	-950.39K	-5.47%
Sep 30, 2025	VANGUARD GROUP INC	9.53%	265.89M	83.87B	-6.06M	-2.23%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.23%	6.43M	2.03B	175.51K	+2.80%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.24%	6.62M	2.09B	1.08M	+19.57%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	6.81M	2.15B	31.42K	+0.46%
Sep 30, 2025	HSBC HOLDINGS PLC	0.24%	6.81M	2.15B	-156.19K	-2.24%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	7.08M	2.23B	-201.75K	-2.77%
Sep 30, 2025	BOSTON PARTNERS	0.27%	7.49M	2.36B	168.18K	+2.30%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.6%	16.63M	5.25B	-3.25M	-16.35%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.23%	6.4M	2.02B	-90.99K	-1.40%
Sep 30, 2025	DEUTSCHE BANK AG\	0.35%	9.89M	3.12B	-61.05K	-0.61%
Sep 30, 2025	NUVEEN, LLC	0.55%	15.37M	4.85B	-178.46K	-1.15%
Sep 30, 2025	LPL FINANCIAL LLC	0.19%	5.22M	1.65B	417.77K	+8.70%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.19%	5.3M	1.67B	-23.31K	-0.44%
Sep 30, 2025	BESSEMER GROUP INC	0.19%	5.4M	1.7B	-21.51K	-0.40%
Sep 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.28%	7.87M	2.48B	349.27K	+4.64%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.31%	8.77M	2.77B	-278.41K	-3.08%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.45%	12.6M	3.97B	-418.48K	-3.22%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.52%	14.45M	4.56B	-83.25K	-0.57%
Sep 30, 2025	INVESCO LTD.	0.53%	14.66M	4.62B	322.74K	+2.25%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.56%	15.72M	4.96B	347.03K	+2.26%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.83%	23.01M	7.26B	-490.94K	-2.09%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.83%	23.23M	7.33B	-422.38K	-1.79%
Sep 30, 2025	ROYAL BANK OF CANADA	0.86%	23.96M	7.56B	1.19M	+5.23%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.04%	29.02M	9.15B	290.02K	+1.01%
Sep 30, 2025	NORTHERN TRUST CORP	1.16%	32.36M	10.21B	-183.62K	-0.56%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.22%	6.13M	1.93B	406.19K	+7.09%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.67%	18.69M	5.9B	-587.25K	-3.05%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.68%	18.91M	5.96B	607.03K	+3.32%
Sep 30, 2025	UBS GROUP AG	0.7%	19.56M	6.17B	-875.38K	-4.28%
Sep 30, 2025	MORGAN STANLEY	2.35%	65.45M	20.64B	-1.54M	-2.30%
Sep 30, 2025	STATE STREET CORP	4.49%	125.2M	39.49B	-89.77K	-0.07%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.86%	24.1M	7.6B	-162.04K	-0.67%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	1.01%	28.14M	8.87B	-2.15K	-0.01%
Sep 30, 2025	FMR LLC	1.39%	38.74M	12.22B	-3.31M	-7.86%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.25%	6.85M	2.16B	93.54K	+1.38%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.5%	13.82M	4.36B	-6.71M	-32.68%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.67%	18.82M	5.94B	-971.1K	-4.91%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.8%	22.23M	7.01B	-1.19M	-5.09%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.07%	57.75M	18.22B	3.88M	+7.20%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.2%	61.28M	19.26B	152.43K	+0.25%
Sep 30, 2025	BLACKROCK, INC.	7.5%	209.19M	65.99B	3.3M	+1.60%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.2%	5.45M	1.72B	178.89K	+3.39%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.84%	23.51M	6.81B	2.11M	+9.86%
Jun 30, 2025	ROYAL BANK OF CANADA	0.82%	22.77M	6.6B	-575.45K	-2.47%
Jun 30, 2025		0.56%	15.55M	4.51B	-644.7K	-3.98%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.55%	15.38M	4.46B	-2.99M	-16.30%
Jun 30, 2025	BOSTON PARTNERS	0.26%	7.32M	2.12B	-28.39K	-0.39%
Jun 30, 2025	BESSEMER GROUP INC	0.19%	5.42M	1.57B	-19.55K	-0.36%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	3.39M	983.49M	39.89K	+1.19%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.12%	3.25M	941.64M	-2.06K	-0.06%
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.11%	3.2M	931.98M	-10.81K	-0.34%
Jun 30, 2025	FIL LTD	0.11%	3.13M	908.76M	10.93K	+0.35%
Jun 30, 2025	MARINER, LLC	0.11%	3.13M	907.49M	355.85K	+12.82%
Jun 30, 2025	RATHBONES GROUP PLC	0.1%	2.77M	803.94M	-71.96K	-2.53%
Jun 30, 2025	APG ASSET MANAGEMENT N.V.	0.1%	2.75M	678.91M	-23.76K	-0.86%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.09%	2.54M	735.06M	-65.16K	-2.51%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.09%	2.5M	723.43M	-24.5K	-0.97%
Jun 30, 2025	ABRDN PLC	0.09%	2.43M	709.93M	87.09K	+3.71%
Jun 30, 2025	CAPITAL WEALTH PLANNING, LLC	0.09%	2.41M	697.3M	-52.18K	-2.12%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.08%	2.34M	677.63M	143.2K	+6.53%
Jun 30, 2025	COLONY GROUP, LLC	0.08%	2.28M	660.99M	47.9K	+2.15%
Jun 30, 2025	NINETY ONE UK LTD	0.08%	2.28M	660.49M	258.97K	+12.82%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.2%	5.53M	1.6B	-405.98K	-6.84%
Jun 30, 2025	FMR LLC	1.51%	42.04M	12.19B	-4.96M	-10.56%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.62%	17.37M	5.03B	-831K	-4.57%
Jun 30, 2025	HSBC HOLDINGS PLC	0.25%	6.97M	2.02B	-522.06K	-6.97%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	6.78M	1.97B	56.03K	+0.83%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.24%	6.76M	1.96B	-33.88K	-0.50%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.23%	6.49M	1.88B	585.15K	+9.91%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	5.89M	1.71B	463.3K	+8.54%
Jun 30, 2025	CITIGROUP INC	0.2%	5.6M	1.62B	271.02K	+5.09%
Jun 30, 2025	NUVEEN, LLC	0.56%	15.55M	4.51B	-644.7K	-3.98%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.79%	21.91M	6.35B	-512K	-2.28%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.2%	5.63M	1.63T	135.07K	+2.46%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.76%	21.14M	6.13T	1.25M	+6.28%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.84%	23.42M	6.79B	-1.38M	-5.56%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.85%	23.65M	6.86B	-349.11K	-1.45%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.03%	28.73M	8.33B	-179.46K	-0.62%
Jun 30, 2025	NORTHERN TRUST CORP	1.17%	32.54M	9.43B	-576.17K	-1.74%
Jun 30, 2025	NORGES BANK	1.27%	35.51M	10.3B	35.51M	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.93%	53.87M	15.62B	6.29M	+13.21%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.19%	61.13M	17.65B	300.16K	+0.49%
Jun 30, 2025	STATE STREET CORP	4.49%	125.29M	36.32B	-2.23M	-1.75%
Jun 30, 2025	VANGUARD GROUP INC	9.75%	271.95M	78.84B	-842.4K	-0.31%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.66%	18.3M	5.31B	-648.1K	-3.42%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.21%	5.73M	1.66B	-373.79K	-6.13%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.32%	9.05M	2.62B	204.52K	+2.31%
Jun 30, 2025	INVESCO LTD.	0.51%	14.33M	4.16B	577.86K	+4.20%
Jun 30, 2025	BARCLAYS PLC	0.52%	14.52M	4.21B	2.46M	+20.42%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.19%	5.31M	1.54B	-962.31K	-15.35%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.19%	5.34M	1.55B	344.67K	+6.91%
Jun 30, 2025	AMUNDI	0.19%	5.42M	1.58B	-345.98K	-6.00%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	5.43M	1.58B	335.22K	+6.57%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.22%	6.26M	1.81B	151.17K	+2.48%
Jun 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.27%	7.52M	2.18B	76.41K	+1.03%
Jun 30, 2025	DEUTSCHE BANK AG\	0.36%	9.96M	2.89B	-982.93K	-8.99%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.47%	13.02M	3.77B	-236.34K	-1.78%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.6%	16.79M	57.9M	16.73M	+28,813.74%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.69%	19.28M	5.59B	-818.45K	-4.07%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.71%	19.79M	5.74B	-57.5K	-0.29%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.1%	2.65M	769.77M	45.43K	+1.74%
Jun 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.12%	3.43M	989.09M	-1.95K	-0.06%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.12%	3.47M	1B	2.65K	+0.08%
Jun 30, 2025	FAYEZ SAROFIM & CO	0.13%	3.5M	1.02B	-138.92K	-3.82%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.13%	3.69M	1.07B	221.23K	+6.38%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.14%	3.77M	1.09B	59.57K	+1.60%
Jun 30, 2025	VIKING GLOBAL INVESTORS LP	0.14%	4.04M	1.17B	1.87M	+86.13%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.15%	4.18M	1.21B	-333.78K	-7.39%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.16%	4.37M	1.27T	-18.6K	-0.42%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.16%	4.44M	1.29B	157.69K	+3.69%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.16%	4.47M	1.29B	298.98K	+7.18%
Jun 30, 2025	SANDERS CAPITAL, LLC	0.16%	4.54M	1.32B	-3.22M	-41.49%
Jun 30, 2025	SWEDBANK AB	0.17%	4.61M	1.34B	522.42K	+12.79%
Jun 30, 2025	UNISPHERE ESTABLISHMENT	0.17%	4.83M	1.4B	0	0
Jun 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.18%	5.05M	1.46B	-3.25K	-0.06%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.18%	5.11M	1.48B	45.09K	+0.89%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.19%	5.27M	1.53B	72.81K	+1.40%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.52%	14.53M	4.21B	-88.91K	-0.61%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	1.01%	28.14M	8.16B	-640.66K	-2.23%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.74%	20.52M	5.95B	-3.34M	-14.01%
Jun 30, 2025	UBS GROUP AG	0.73%	20.44M	5.92B	-1.53M	-6.96%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.71%	19.88M	5.76B	1.44M	+7.83%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	7.28M	2.11B	202.79K	+2.87%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.19%	5.33M	1.54B	-93.4K	-1.72%
Jun 30, 2025	BLACKROCK, INC.	7.38%	205.89M	59.69B	-2.33M	-1.12%
Jun 30, 2025	MORGAN STANLEY	2.4%	66.99M	19.42T	-2.37M	-3.42%
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.87%	24.26M	7.03B	-921.24K	-3.66%
Mar 31, 2025	BOSTON PARTNERS	0.26%	7.35M	1.8B	-1.01M	-12.08%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	5.42M	1.33B	-958.6K	-15.02%
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.21%	5.9M	1.43B	-234.84K	-3.83%
Mar 31, 2025	BESSEMER GROUP INC	0.19%	5.44M	1.33B	-381.34K	-6.55%
Mar 31, 2025	CITIGROUP INC	0.19%	5.33M	1.31B	963.91K	+22.08%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.69%	47.59M	11.67B	-1.81M	-3.66%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.19%	5.42M	1.33B	-160.09K	-2.87%
Mar 31, 2025	HSBC HOLDINGS PLC	0.27%	7.49M	1.83B	209.51K	+2.88%
Mar 31, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.26%	7.45M	1.83B	-3.24M	-30.30%
Mar 31, 2025	AMUNDI	0.2%	5.77M	1.32B	452.59K	+8.52%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.19%	5.5M	1.35B	-613.94K	-10.05%
Mar 31, 2025	NORTHERN TRUST CORP	1.17%	33.12M	8.12B	-727.58K	-2.15%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.03%	28.91M	7.09B	-786.63K	-2.65%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	1.02%	28.78M	7.06B	-4.06M	-12.35%
Mar 31, 2025	CAPITAL WORLD INVESTORS	0.89%	25.18M	6.18B	-3.7M	-12.80%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	7.08M	1.74B	-5.66K	-0.08%
Mar 31, 2025	VANGUARD GROUP INC	9.68%	272.8M	66.92B	412.54K	+0.15%
Mar 31, 2025	BLACKROCK, INC.	7.39%	208.22M	51.08B	1.53M	+0.74%
Mar 31, 2025		0.57%	16.2M	3.97B	16.2M	+100.00%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.65%	18.2M	4.46B	-3.63M	-16.65%
Mar 31, 2025	INVESCO LTD.	0.49%	13.75M	3.37B	547.11K	+4.14%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.47%	13.25M	3.25B	-432.69K	-3.16%
Mar 31, 2025	BARCLAYS PLC	0.43%	12.06M	2.96B	4.05M	+50.60%
Mar 31, 2025	DEUTSCHE BANK AG\	0.39%	10.94M	2.68B	-1.57M	-12.57%
Mar 31, 2025	SANDERS CAPITAL, LLC	0.28%	7.77M	1.9B	-484.45K	-5.87%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.31%	8.84M	2.17B	-267.34K	-2.93%
Mar 31, 2025	STATE STREET CORP	4.52%	127.52M	31.28B	232.97K	+0.18%
Mar 31, 2025	MORGAN STANLEY	2.46%	69.35M	17.01B	510.14K	+0.74%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.16%	60.83M	14.87B	1.61M	+2.72%
Mar 31, 2025	FMR LLC	1.67%	47.01M	11.53B	-1.2M	-2.50%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.88%	24.8M	6.08B	454.23K	+1.87%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.85%	24M	5.89B	-239.38K	-0.99%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.85%	23.87M	5.85B	-5.47M	-18.63%
Mar 31, 2025	ROYAL BANK OF CANADA	0.83%	23.34M	5.73B	308.08K	+1.34%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.8%	22.42M	5.5B	-125.71K	-0.56%
Mar 31, 2025	UBS GROUP AG	0.78%	21.97M	5.39B	2.01M	+10.05%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.76%	21.4M	5.25B	-1.45M	-6.33%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.71%	20.1M	4.93B	-1.19M	-5.61%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	6.72M	1.65B	-76.45K	-1.12%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	0.65%	18.37M	4.51B	967.7K	+5.56%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.52%	14.62M	3.59B	-37.23K	-0.25%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.24%	6.79M	1.67B	-44.67K	-0.65%
Mar 31, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.22%	6.27M	1.54B	-441.79K	-6.58%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.22%	6.11M	1.5B	139.67K	+2.34%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.22%	6.1M	1.5B	-779.18K	-11.33%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.21%	5.94M	1.46B	-303.48K	-4.86%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.71%	19.89M	4.88B	-428.25K	-2.11%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.7%	19.85M	4.87B	-257K	-1.28%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.67%	18.95M	4.65B	339.39K	+1.82%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.65%	18.44M	4.52B	890.55K	+5.07%
Mar 31, 2024	INVESCO LTD.	0.46%	13.23M	2.65B	-1.39M	-9.52%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	0.59%	17.2M	3.45B	3.25M	+23.32%
Mar 31, 2024	UBS GROUP AG	0.61%	17.6M	3.52B	1.51M	+9.37%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.7%	20.23M	4B	56.14K	+0.28%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.74%	21.66M	4.34B	317.67K	+1.49%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.81%	23.61M	4.73B	-100.06K	-0.42%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.84%	24.36M	4.88B	952.06K	+4.07%
Mar 31, 2024	MORGAN STANLEY	2.29%	66.73M	13.37B	1.89M	+2.91%
Mar 31, 2024	STATE STREET CORP	4.33%	125.85M	25.21B	689.94K	+0.55%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.2%	5.7M	1.14B	96.06K	+1.71%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.2%	5.89M	1.18B	-210.4K	-3.45%
Mar 31, 2024	BESSEMER GROUP INC	0.21%	5.96M	1.19B	-242.62K	-3.91%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.22%	6.35M	1.27B	-100.35K	-1.55%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.22%	6.54M	1.31B	-652.37K	-9.07%
Mar 31, 2024	CITADEL ADVISORS LLC	0.24%	6.96M	1.39B	-41K	-0.59%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.24%	7.03M	1.41B	-836.54K	-10.64%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	7.48M	1.5B	805.6K	+12.06%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	0.26%	7.56M	1.51B	-160.16K	-2.08%
Mar 31, 2024	HSBC HOLDINGS PLC	0.27%	7.79M	1.56B	1.09M	+16.22%
Mar 31, 2024	SANDERS CAPITAL, LLC	0.28%	8.07M	1.62B	55.95K	+0.70%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.3%	8.79M	1.75B	1.18M	+15.57%
Mar 31, 2024	BOSTON PARTNERS	0.31%	9.06M	1.81B	-35.34K	-0.39%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.32%	9.32M	1.87B	204.47K	+2.24%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.35%	10.22M	2.05B	-158.49K	-1.53%
Mar 31, 2024	BARCLAYS PLC	0.38%	11.02M	2.21B	2.39M	+27.67%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.4%	11.62M	2.33B	-196.72K	-1.66%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.42%	12.25M	2.45B	416.48K	+3.52%
Mar 31, 2024	DEUTSCHE BANK AG\	0.45%	12.94M	2.59B	133.62K	+1.04%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	7.25M	1.45B	-254.25K	-3.39%
Mar 31, 2024	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.48%	13.84M	2.77B	974.9K	+7.58%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.5%	14.65M	2.93B	2.02M	+16.03%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.56%	16.37M	3.28B	-1.74M	-9.60%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.59%	17.13M	3.43B	576.14K	+3.48%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.86%	24.94M	5B	-26.73K	-0.11%
Mar 31, 2024	ROYAL BANK OF CANADA	0.9%	26.14M	5.23B	2.94M	+12.69%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.96%	27.89M	5.59B	-919.31K	-3.19%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.99%	28.83M	5.77B	-667.38K	-2.26%
Mar 31, 2024	NORTHERN TRUST CORP	1.06%	30.78M	6.16B	-1.18M	-3.70%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	1.08%	31.48M	6.31B	-619.03K	-1.93%
Mar 31, 2024	CAPITAL WORLD INVESTORS	1.18%	34.42M	6.89B	150.81K	+0.44%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	1.34%	38.98M	7.81B	-640.82K	-1.62%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	1.45%	42.29M	8.47B	778.3K	+1.87%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.75%	51.02M	10.22B	-43.71K	-0.09%
Mar 31, 2024	FMR LLC	1.9%	55.36M	11.09B	2.76M	+5.25%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.96%	56.91M	11.37B	1.59M	+2.87%
Mar 31, 2024	BLACKROCK INC.	6.74%	196.12M	39.28B	4.37M	+2.28%
Mar 31, 2024	VANGUARD GROUP INC	9.32%	271.08M	54.3B	-1.35M	-0.50%
Mar 31, 2024	US BANCORP \DE\	0.14%	3.96M	793.95M	-54.52K	-1.36%
Mar 31, 2024		0.14%	3.99M	800.13M	3.99M	+100.00%
Mar 31, 2024	APG ASSET MANAGEMENT N.V.	0.14%	4.03M	747.76M	228.79K	+6.02%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.14%	4.1M	820.25M	-236.05K	-5.45%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.15%	4.26M	853.65M	15.66K	+0.37%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.15%	4.27M	855.92M	-20.95K	-0.49%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.15%	4.3M	862.18M	-28.44K	-0.66%
Mar 31, 2024	CREDIT SUISSE AG/	0.15%	4.31M	862.35M	-490.24K	-10.21%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.15%	4.51M	902.4M	40.25K	+0.90%
Mar 31, 2024	GREENHAVEN ASSOCIATES INC	0.16%	4.63M	926.66M	-97.12K	-2.06%
Mar 31, 2024	TD ASSET MANAGEMENT INC	0.16%	4.75M	951.99B	277.26K	+6.20%
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	0.18%	5.15M	1.03B	626.2K	+13.84%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.18%	5.25M	1.05B	142.82K	+2.80%
Mar 31, 2024	RHUMBLINE ADVISERS	0.19%	5.51M	1.1B	-76.5K	-1.37%
Mar 31, 2024	UNISPHERE ESTABLISHMENT	0.2%	5.68M	1.14B	75K	+1.34%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.24%	7.08M	1.42B	-79.7K	-1.11%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.25%	7.13M	1.43B	673.4K	+10.43%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.25%	7.19M	1.44B	-1.41M	-16.38%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.65%	55.32M	9.39B	998.06K	+1.84%
Dec 31, 2023	FMR LLC	1.57%	52.61M	8.95B	3.19M	+6.45%
Dec 31, 2023	MORGAN STANLEY	1.93%	64.84M	11.03B	1.9M	+3.02%
Dec 31, 2023	STATE STREET CORP	3.73%	125.16M	21.29B	3.19M	+2.62%
Dec 31, 2023	BLACKROCK INC.	5.71%	191.76M	32.62B	2.27M	+1.20%
Dec 31, 2023	VANGUARD GROUP INC	8.11%	272.43M	46.34B	74.94K	+0.03%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.18%	6.1M	1.04B	-54.42K	-0.88%
Dec 31, 2023	BESSEMER GROUP INC	0.18%	6.21M	1.06B	-314.46K	-4.82%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.19%	6.45M	1.1B	-857.52K	-11.73%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.19%	6.46M	1.1B	333.32K	+5.44%
Dec 31, 2023	HSBC HOLDINGS PLC	0.2%	6.7M	1.14B	-161.07K	-2.35%
Dec 31, 2023	CITADEL ADVISORS LLC	0.17%	5.68M	966.32M	-13.9K	-0.24%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.21%	7.16M	1.22B	15.84K	+0.22%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.21%	7.19M	1.22B	-265.43K	-3.56%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.22%	7.51M	1.28B	-181.43K	-2.36%
Dec 31, 2023	NORGES BANK	1.05%	35.37M	6.02B	35.37M	+100.00%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	1.18%	39.62M	6.74B	39.62M	+100.00%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	1.24%	41.52M	7.06B	2.13M	+5.40%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.52%	51.07M	8.69B	-1.91M	-3.61%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.23%	7.6M	1.3B	-325.47K	-4.10%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS, LLC	0.23%	7.72M	1.31B	-104.57K	-1.34%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.23%	7.86M	1.34B	-123.63K	-1.55%
Dec 31, 2023	SANDERS CAPITAL, LLC	0.24%	8.01M	1.36B	246.16K	+3.17%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.26%	8.6M	1.46B	2.84M	+49.33%
Dec 31, 2023	BARCLAYS PLC	0.26%	8.63M	1.47B	797.54K	+10.18%
Dec 31, 2023	BOSTON PARTNERS	0.27%	9.09M	1.55B	-215.25K	-2.31%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.27%	9.12M	1.55B	243.42K	+2.74%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.31%	10.38M	1.77B	-1.9M	-15.47%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.35%	11.82M	2.01B	404.8K	+3.55%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.35%	11.84M	2.01B	450.1K	+3.95%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.38%	12.63M	2.15B	-1.28M	-9.18%
Dec 31, 2023	DEUTSCHE BANK AG\	0.38%	12.81M	2.18B	-516.27K	-3.87%
Dec 31, 2023	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.38%	12.87M	2.19B	-263.2K	-2.00%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	0.42%	13.95M	2.37B	-705.14K	-4.81%
Dec 31, 2023	INVESCO LTD.	0.44%	14.62M	2.49B	79.4K	+0.55%
Dec 31, 2023	UBS GROUP AG	0.48%	16.09M	2.74B	471.41K	+3.02%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.49%	16.56M	2.82B	447.1K	+2.78%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.54%	18.11M	3.08B	-92.56K	-0.51%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.6%	20.17M	3.39B	154.43K	+0.77%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.64%	21.34M	3.63B	695.5K	+3.37%
Dec 31, 2023	ROYAL BANK OF CANADA	0.69%	23.19M	3.95B	604.42K	+2.68%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.7%	23.41M	3.98B	4.66M	+24.86%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.71%	23.71M	4.04B	-11.34K	-0.05%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.74%	24.97M	4.25B	185.93K	+0.75%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.86%	28.81M	4.9B	-311.9K	-1.07%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.88%	29.5M	5.02B	-1.07M	-3.52%
Dec 31, 2023	NORTHERN TRUST CORP	0.95%	31.96M	5.44B	-1.13M	-3.41%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.96%	32.1M	5.46B	783.81K	+2.50%
Dec 31, 2023	CAPITAL WORLD INVESTORS	1.02%	34.27M	5.83B	-2.99M	-8.04%

Insiders

Insiders	Designation	Shares Held
DIMON JAMES	Chairman & CEO	1.32M
ERDOES MARY E.	CEO Asset & Wealth Management	608.41K
PINTO DANIEL E	President & COO, CEO CIB	566.67K
SMITH GORDON	Co-President & COO, CEO CCB	467.61K
PETNO DOUGLAS B	Co-CEO CIB	353.66K
BACON ASHLEY	Chief Risk Officer	229.79K
ROHRBAUGH TROY L	Co-CEO CIB	151.13K
BAMMANN LINDA	director	82.21K
BURKE STEPHEN B	director	75K
LAKE MARIANNE	CEO CCB	63.4K
PIEPSZAK JENNIFER	Chief Operating Officer	62.46K
LEOPOLD ROBIN	Head of Human Resources	58.48K
BEER LORI A	Chief Information Officer	56.36K
SCHER PETER	Vice Chairman	44.96K
FRIEDMAN STACEY	General Counsel	36.52K
HOBSON MELLODY L	director	22.04K
BARNUM JEREMY	Chief Financial Officer	18.02K
GILES NICOLE	Corporate Controller	9.69K
KORABLINA ELENA A	Corporate Controller	6.48K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 07, 2025	LEOPOLD ROBIN	SALE	311.92	966	301.31K	58.48K
Sep 02, 2025	BAMMANN LINDA	SALE	297.94	9.5K	2.83M	82.21K
Jun 12, 2025	BACON ASHLEY	SALE	267.44	5.2K	1.39M	229.79K
Jun 05, 2025	PIEPSZAK JENNIFER	SALE	262.47	6.13K	1.61M	62.46K
May 20, 2025	FRIEDMAN STACEY	SALE	265.71	6.61K	1.76M	36.52K
May 16, 2025	BEER LORI A	SALE	267.09	5.87K	1.57M	56.36K
May 16, 2025	LAKE MARIANNE	SALE	267.08	12.27K	3.28M	63.4K
May 15, 2025	PETNO DOUGLAS B	SALE	266.89	10.14K	2.71M	353.66K
May 13, 2025	BACON ASHLEY	SALE	262.53	5.2K	1.37M	234.99K
May 13, 2025	ERDOES MARY E.	SALE	262.54	14.06K	3.69M	608.41K
May 12, 2025	ROHRBAUGH TROY L	SALE	263.08	12.5K	3.29M	151.13K
May 06, 2025	BARNUM JEREMY	SALE	250.77	40.01K	10.03M	18.02K
May 06, 2025	BAMMANN LINDA	SALE	250.00	9.5K	2.38M	91.54K
May 06, 2025	PIEPSZAK JENNIFER	SALE	250.76	6.13K	1.54M	68.58K
Apr 14, 2025	DIMON JAMES	SALE	235.68	133.64K	31.5M	1.32M
Mar 24, 2025	ROHRBAUGH TROY L	SALE	247.02	25K	6.18M	133.38K
Mar 24, 2025	PIEPSZAK JENNIFER	SALE	247.03	4.27K	1.06M	50.2K
Mar 24, 2025	BEER LORI A	SALE	246.93	2.05K	506.7K	50.48K
Mar 24, 2025	LEOPOLD ROBIN	SALE	246.92	1.25K	308.65K	49.13K
Feb 20, 2025	LEOPOLD ROBIN	SALE	270.09	1.25K	337.61K	50.38K
Feb 20, 2025	PIEPSZAK JENNIFER	SALE	269.85	4.27K	1.15M	54.47K
Feb 20, 2025	BEER LORI A	SALE	269.88	2.05K	554.05K	52.53K
Feb 20, 2025	ROHRBAUGH TROY L	SALE	269.84	37.5K	10.12M	158.38K
Feb 20, 2025	DIMON JAMES	SALE	269.84	27.59K	7.44M	116.47K
Feb 18, 2025	LAKE MARIANNE	SALE	278.36	4.23K	1.18M	114.28K
Feb 18, 2025	FRIEDMAN STACEY	SALE	278.34	3.3K	919.37K	44.32K
Feb 18, 2025	PETNO DOUGLAS B	SALE	278.41	3.49K	971.65K	335.45K
Feb 18, 2025	ERDOES MARY E.	SALE	278.37	5.28K	1.47M	594.35K
Jan 16, 2025	LAKE MARIANNE	SALE	254.00	4.23K	1.08M	118.51K
Jan 16, 2025	FRIEDMAN STACEY	SALE	253.94	3.3K	838.78K	47.62K
Jan 16, 2025	PETNO DOUGLAS B	SALE	253.96	3.49K	886.57K	338.94K
Jan 16, 2025	BACON ASHLEY	SALE	253.94	7.12K	1.81M	219.39K
Jan 16, 2025	ERDOES MARY E.	SALE	253.97	5.28K	1.34M	599.63K
Jun 20, 2024	FRIEDMAN STACEY	SALE	197.58	4.42K	872.31K	37.71K
Jun 10, 2024	BACON ASHLEY	SALE	199.54	5.09K	1.01M	212.27K
May 20, 2024	BEER LORI A	SALE	200.64	5.3K	1.06M	46.38K
May 20, 2024	FRIEDMAN STACEY	SALE	200.65	4.42K	885.86K	42.12K
May 14, 2024	LAKE MARIANNE	SALE	200.02	11.73K	2.35M	122.74K
May 10, 2024	LEOPOLD ROBIN	SALE	198.86	3K	596.58K	44.11K
May 08, 2024	ERDOES MARY E.	SALE	193.66	15.9K	3.08M	585.9K
May 08, 2024	BACON ASHLEY	SALE	193.64	5.09K	984.88K	217.35K
May 08, 2024	PIEPSZAK JENNIFER	SALE	193.66	8.83K	1.71M	41.65K
May 06, 2024	KORABLINA ELENA A	SALE	190.91	21.83K	4.17M	6.48K
Apr 15, 2024	DIMON JAMES	SALE	184.18	178.22K	32.82M	264.46K
Mar 25, 2024	BEER LORI A	SALE	195.36	3.92K	765.8K	64.78K
Feb 22, 2024	DIMON JAMES	SALE	182.73	138.74K	25.35M	595.32K
Feb 22, 2024	FRIEDMAN STACEY	SALE	182.73	6.03K	1.1M	59.46K
Feb 22, 2024	BEER LORI A	SALE	182.74	3.92K	716.36K	45K
Feb 22, 2024	ROHRBAUGH TROY L	SALE	182.74	75K	13.71M	166.29K
Feb 16, 2024	PIEPSZAK JENNIFER	SALE	178.96	1.65K	294.92K	32.82K
Feb 16, 2024	SCHER PETER	SALE	178.96	1.81K	323.92K	44.96K
Feb 16, 2024	PETNO DOUGLAS B	SALE	178.99	3.27K	584.59K	289.77K
Feb 16, 2024	BACON ASHLEY	SALE	179.00	3.37K	602.86K	202.09K
Feb 16, 2024	ERDOES MARY E.	SALE	178.99	4.81K	861.66K	570K
Feb 16, 2024	LAKE MARIANNE	SALE	178.97	4.46K	798.04K	71.35K
Jan 16, 2024	PETNO DOUGLAS B	SALE	166.70	3.27K	544.6K	295.91K
Jan 16, 2024	LAKE MARIANNE	SALE	166.72	4.46K	743.42K	65K
Jan 16, 2024	BACON ASHLEY	SALE	166.73	3.37K	561.55K	205.46K
Jan 16, 2024	PIEPSZAK JENNIFER	SALE	166.59	1.65K	274.71K	34.47K
Jan 16, 2024	SCHER PETER	SALE	166.65	1.81K	301.97K	46.77K
Jan 16, 2024	ERDOES MARY E.	SALE	166.73	4.81K	802.62K	574.82K
Dec 12, 2023	LAKE MARIANNE	SALE	160.00	32.24K	5.16M	131.96K
Sep 06, 2023	FRIEDMAN STACEY	SALE	144.86	4.31K	624.33K	53.43K
Aug 07, 2023	FRIEDMAN STACEY	SALE	157.16	4.31K	677.34K	57.74K
Jun 15, 2023	ERDOES MARY E.	SALE	142.15	8.12K	1.15M	560.37K
Jun 15, 2023	SCHER PETER	SALE	141.39	2.48K	350.93K	41.33K
Jun 15, 2023	PETNO DOUGLAS B	SALE	142.16	4.93K	700.86K	277.16K
Jun 12, 2023	PIEPSZAK JENNIFER	SALE	140.70	1.87K	263.24K	22.93K
May 19, 2023	SCHER PETER	SALE	140.08	1.24K	173.84K	43.82K
May 15, 2023	PETNO DOUGLAS B	SALE	134.90	4.93K	665.33K	282.09K
May 15, 2023	SCHER PETER	SALE	135.02	1.24K	167.42K	45.06K
May 15, 2023	BEER LORI A	SALE	135.00	15.93K	2.15M	41.2K
May 15, 2023	BACON ASHLEY	SALE	135.00	16.77K	2.26M	195.36K
May 15, 2023	ERDOES MARY E.	SALE	134.81	8.12K	1.09M	568.49K
May 11, 2023	PINTO DANIEL E	SALE	135.93	113.64K	15.45M	566.67K
May 11, 2023	PIEPSZAK JENNIFER	SALE	135.97	1.87K	254.41K	24.8K
Jan 19, 2023	HOBSON MELLODY L	PURCHASE	134.53	375	50.45K	22.04K
Jan 17, 2023	ERDOES MARY E.	SALE	140.29	10.34K	1.45M	544.14K
Jan 17, 2023	SCHER PETER	SALE	140.32	4.4K	617.25K	36.37K
Jan 17, 2023	PIEPSZAK JENNIFER	SALE	140.32	10.46K	1.47M	11.7K
Jan 17, 2023	PETNO DOUGLAS B	SALE	140.30	11.64K	1.63M	242.73K
Jan 17, 2023	FRIEDMAN STACEY	SALE	140.31	23.15K	3.25M	48.31K
Jan 17, 2023	LAKE MARIANNE	SALE	141.00	10K	1.41M	86.86K
Nov 10, 2022	SCHER PETER	SALE	133.02	1.31K	174.39K	33.66K
Nov 10, 2022	PETNO DOUGLAS B	SALE	135.01	5.14K	693.83K	242.87K
Oct 26, 2022	PETNO DOUGLAS B	SALE	125.02	5.14K	642.46K	248.01K
Oct 26, 2022	SCHER PETER	SALE	125.02	1.31K	163.77K	34.97K
Oct 26, 2022	LEOPOLD ROBIN	SALE	125.07	2K	250.14K	19.03K
Oct 18, 2022	PETNO DOUGLAS B	SALE	120.05	5.14K	617.05K	253.15K
Oct 17, 2022	ERDOES MARY E.	SALE	115.77	33.52K	3.88M	533.8K
Apr 19, 2022	BACON ASHLEY	SALE	130.04	21.01K	2.73M	178.59K
Apr 14, 2022	PIEPSZAK JENNIFER	SALE	126.19	4.67K	589.05K	11.14K
Jan 19, 2022	HOBSON MELLODY L	PURCHASE	149.68	670	100.28K	18.3K
Oct 25, 2021	BEER LORI A	SALE	171.22	5.21K	892.06K	16.75K
Oct 25, 2021	PIEPSZAK JENNIFER	SALE	171.26	3.17K	543.4K	3.04K
Oct 14, 2021	LEOPOLD ROBIN	SALE	162.41	1.24K	201.07K	8.62K
Oct 14, 2021	BEER LORI A	SALE	162.46	7.83K	1.27M	21.96K
Oct 14, 2021	SCHER PETER	SALE	162.41	4.37K	710.07K	15.3K
Jul 14, 2021	ERDOES MARY E.	SALE	154.78	17.39K	2.69M	512.19K
Apr 19, 2021	HOBSON MELLODY L	PURCHASE	153.12	660	101.06K	15.09K
Apr 15, 2021	BACON ASHLEY	SALE	150.91	11.93K	1.8M	157.57K
Apr 15, 2021	BEER LORI A	SALE	150.90	15K	2.26M	29.79K
Apr 15, 2021	LAKE MARIANNE	SALE	150.90	13.05K	1.97M	103.9K
Apr 15, 2021	FRIEDMAN STACEY	SALE	150.90	16.97K	2.56M	56.21K
Apr 15, 2021	ERDOES MARY E.	SALE	150.90	19.19K	2.9M	501.17K
Apr 15, 2021	PETNO DOUGLAS B	SALE	150.90	11.51K	1.74M	373.53K
Jan 29, 2021	PETNO DOUGLAS B	SALE	129.84	22.01K	2.86M	362.02K
Jan 19, 2021	ERDOES MARY E.	SALE	138.77	13.27K	1.84M	481.98K
Jan 19, 2021	GILES NICOLE	SALE	138.75	3.15K	437.62K	9.69K
Jan 19, 2021	BACON ASHLEY	SALE	138.76	8.4K	1.17M	145.64K
Jan 19, 2021	PIEPSZAK JENNIFER	SALE	138.76	12.88K	1.79M	6.21K
Jan 19, 2021	LAKE MARIANNE	SALE	138.75	9.48K	1.32M	81.67K
Jan 19, 2021	FRIEDMAN STACEY	SALE	138.77	16.65K	2.31M	46.75K
Jan 19, 2021	SMITH GORDON	SALE	138.77	40.18K	5.58M	467.61K
Nov 24, 2020	LAKE MARIANNE	SALE	120.01	15.81K	1.9M	63.42K
Oct 26, 2020	GILES NICOLE	SALE	100.98	2.28K	230.33K	7.72K
Oct 26, 2020	PIEPSZAK JENNIFER	SALE	101.11	3.3K	333.36K	6.21K
Jul 15, 2020	ERDOES MARY E.	SALE	99.52	24.55K	2.44M	468.71K
Apr 16, 2020	BURKE STEPHEN B	PURCHASE	87.99	75K	6.6M	75K
Apr 15, 2020	BACON ASHLEY	SALE	91.12	13.03K	1.19M	137.24K
Feb 04, 2020	PINTO DANIEL E	SALE	135.72	15.21K	2.06M	0
Jan 27, 2020	PETNO DOUGLAS B	SALE	131.94	62.09K	8.19M	304.67K
Jan 15, 2020	LAKE MARIANNE	SALE	137.10	9.42K	1.29M	49.98K
Jan 15, 2020	PIEPSZAK JENNIFER	SALE	137.05	8.31K	1.14M	6.47K
Jan 15, 2020	HOBSON MELLODY L	PURCHASE	136.39	14.6K	1.99M	124.16K
Jan 15, 2020	GILES NICOLE	SALE	137.10	3.02K	413.36K	7.72K
Jan 15, 2020	FRIEDMAN STACEY	SALE	137.10	6.44K	883.05K	30.09K
Jan 15, 2020	ERDOES MARY E.	PURCHASE	100.00	51K	5.1M	51K
Jan 15, 2020	SCHER PETER	SALE	137.11	21.95K	3.01M	2.18K
Jan 15, 2020	SMITH GORDON	SALE	137.04	11.8K	1.62M	410.9K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES10.47K2

NET SHARES-10.47K2

SHARES HELD140.69K2

% NET SHARES-107.44%0%

JPM Stock Ownership Breakdown