| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-02 | 2009-11-02 | 4 | Raymond Lee R | Insider | 80,000 | Added More | 40,000 | | $3,406,400 | $3,406,400 | $0 | 0.00 % | $0 | X | | | | | News Article | History of Raymond Lee R Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR/A | Advanced Investment Partners Llc | No Data | 261,149 | Sold Some | -287,240 | -52.37 % | $11,119,724 | $11,119,724 | $0 | 0.00 % | $0 | | | | | | News Article | History of Advanced Investment Partners Llc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Amcore Investment Group N A | Institution | 78,782 | New Holding | 78,782 | 100 % | $3,354,538 | $3,354,538 | $0 | 0.00 % | $0 | | | | | | News Article | History of Amcore Investment Group N A Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Arcadia Investment Management Corp | Institution | 5,593 | New Holding | 5,593 | 100 % | $238,150 | $238,150 | $0 | 0.00 % | $0 | | | | | | News Article | History of Arcadia Investment Management Corp Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR/A | Augustine Asset Management Inc | Institution | 71,095 | Sold Some | -7,700 | -9.77 % | $3,027,225 | $3,027,225 | $0 | 0.00 % | $0 | | | | | | News Article | History of Augustine Asset Management Inc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Bbva Usa Bancshares Inc | Institution | 270,661 | Sold Some | -5,006 | -1.81 % | $11,524,745 | $11,524,745 | $0 | 0.00 % | $0 | | | | | | News Article | History of Bbva Usa Bancshares Inc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Bryn Mawr Trust Co | Institution | 78,577 | No Change | 0 | 0 % | $3,345,809 | $3,345,809 | $0 | 0.00 % | $0 | | | | | | News Article | History of Bryn Mawr Trust Co Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Citizens Bank Wealth Management Na | Institution | 53,809 | Sold Some | -2,065 | -3.69 % | $2,291,187 | $2,291,187 | $0 | 0.00 % | $0 | | | | | | News Article | History of Citizens Bank Wealth Management Na Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Deltec Asset Management Llc | Institution | 15,000 | Sold Some | -500 | -3.22 % | $638,700 | $638,700 | $0 | 0.00 % | $0 | | | | | | News Article | History of Deltec Asset Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Dowling And Yahnke Inc | Institution | 77,519 | Added More | 3,771 | 5.11 % | $3,300,759 | $3,300,759 | $0 | 0.00 % | $0 | | | | | | News Article | History of Dowling And Yahnke Inc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Emerald Advisers Inc | Institution | 5,816 | New Holding | 5,816 | 100 % | $247,645 | $247,645 | $0 | 0.00 % | $0 | | | | | | News Article | History of Emerald Advisers Inc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | First New York Securities Llc | Institution | | Sold All | -20,000 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of First New York Securities Llc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Fny Managed Accounts Llc | Institution | 10,642 | Sold Some | -5,701 | -34.88 % | $453,136 | $453,136 | $0 | 0.00 % | $0 | | | | | | News Article | History of Fny Managed Accounts Llc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Ghp Investment Advisors Inc | Institution | 13,488 | Added More | 3 | 0.02 % | $574,319 | $574,319 | $0 | 0.00 % | $0 | | | | | | News Article | History of Ghp Investment Advisors Inc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Golden Capital Management Llc | Institution | 1,096,331 | Sold Some | -16,763 | -1.50 % | $46,681,774 | $46,681,774 | $0 | 0.00 % | $0 | | | | | | News Article | History of Golden Capital Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Grant Edmund H | Institution | 29,902 | Added More | 167 | 0.56 % | $1,273,227 | $1,273,227 | $0 | 0.00 % | $0 | | | | | | News Article | History of Grant Edmund H Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Lane Douglas C And Associates Inc | Institution | 211,032 | Added More | 110,446 | 109.80 % | $8,985,743 | $8,985,743 | $0 | 0.00 % | $0 | | | | | | News Article | History of Lane Douglas C And Associates Inc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Lpl Financial Corp | Institution | 120,191 | New Holding | 120,191 | 100 % | $5,117,733 | $5,117,733 | $0 | 0.00 % | $0 | | | | | | News Article | History of Lpl Financial Corp Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Montag A And Associates Inc | Institution | 10,193 | No Change | 0 | 0 % | $434,018 | $434,018 | $0 | 0.00 % | $0 | | | | | | News Article | History of Montag A And Associates Inc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Moody National Bank Trust Division | Institution | 49,346 | Added More | 1,088 | 2.25 % | $2,101,153 | $2,101,153 | $0 | 0.00 % | $0 | | | | | | News Article | History of Moody National Bank Trust Division Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Morse Williams And Co Inc | Institution | 19,960 | New Holding | 19,960 | 100 % | $849,897 | $849,897 | $0 | 0.00 % | $0 | | | | | | News Article | History of Morse Williams And Co Inc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Ncm Capital Advisers Inc | Institution | 9,969 | Sold Some | -3,329 | -25.03 % | $424,480 | $424,480 | $0 | 0.00 % | $0 | | | | | | News Article | History of Ncm Capital Advisers Inc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Ncm Capital Management Group Inc | Institution | 195,068 | Sold Some | -11,895 | -5.74 % | $8,305,995 | $8,305,995 | $0 | 0.00 % | $0 | | | | | | News Article | History of Ncm Capital Management Group Inc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR/A | Penn Mutual Life Insurance Co | Institution | 299,773 | Added More | 19,677 | 7.02 % | $12,764,334 | $12,764,334 | $0 | 0.00 % | $0 | | | | | | News Article | History of Penn Mutual Life Insurance Co Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Quest Investment Management Inc | Institution | 5,100 | New Holding | 5,100 | 100 % | $217,158 | $217,158 | $0 | 0.00 % | $0 | | | | | | News Article | History of Quest Investment Management Inc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Renaissance Investment Group Llc | Institution | 9,360 | Added More | 2,865 | 44.11 % | $398,549 | $398,549 | $0 | 0.00 % | $0 | | | | | | News Article | History of Renaissance Investment Group Llc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Rodgers Brothers Inc | Institution | 5,342 | New Holding | 5,342 | 100 % | $227,462 | $227,462 | $0 | 0.00 % | $0 | | | | | | News Article | History of Rodgers Brothers Inc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Thompson Investment Management Llc | Institution | 147,165 | Sold Some | -20,837 | -12.40 % | $6,266,286 | $6,266,286 | $0 | 0.00 % | $0 | | | | | | News Article | History of Thompson Investment Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Thrivent Financial For Lutheran | Institution | 4,760,798 | Sold Some | -4,065,392 | -46.06 % | $202,714,779 | $202,714,779 | $0 | 0.00 % | $0 | | | | | | News Article | History of Thrivent Financial For Lutheran Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-09-30 | 13F-HR | Vsr Financial Services Inc | No Data | 12,943 | Sold Some | -1,076 | -7.67 % | $551,113 | $551,113 | $0 | 0.00 % | $0 | | | | | | News Article | History of Vsr Financial Services Inc Ownership Of Jpmorgan Chase And Co |
| 2009-11-02 | 2009-06-30 | 13F-HR/A | Yale Capital Corp | Institution | 47,723 | Sold Some | -2,249 | -4.50 % | $2,032,045 | $2,032,045 | $0 | 0.00 % | $0 | | | | | | News Article | History of Yale Capital Corp Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Chickasaw Capital Management Llc | Institution | | Sold All | -6,400 | -100 % | | | | 1.93 % | $-5,184 | | | | | | News Article | History of Chickasaw Capital Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Clinton Group Inc | Institution | 13,301 | Added More | 2,801 | 26.67 % | $555,583 | $566,357 | $10,774 | 1.93 % | $2,269 | | | | | | News Article | History of Clinton Group Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Clover Partner L P | Institution | 30,500 | Sold Some | -5,400 | -15.04 % | $1,273,985 | $1,298,690 | $24,705 | 1.93 % | $-4,374 | | | | | | News Article | History of Clover Partner L P Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Davidson Trust Co | Institution | 197,084 | New Holding | 197,084 | 100 % | $8,232,199 | $8,391,837 | $159,638 | 1.93 % | $159,638 | | | | | | News Article | History of Davidson Trust Co Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Fiduciary Management Associates Llc | Institution | 384,700 | Sold Some | -27,000 | -6.55 % | $16,068,919 | $16,380,526 | $311,607 | 1.93 % | $-21,870 | | | | | | News Article | History of Fiduciary Management Associates Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | N-Q | Forum Funds-Shaker Fund | Specialty & Misc | 84,545 | New Holding | 84,545 | 100 % | $3,531,445 | $3,599,926 | $68,481 | 1.93 % | $68,481 | | | | | | News Article | History of Forum Funds-Shaker Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | General Electric Co | Institution | 10,834,775 | Added More | 116,395 | 1.08 % | $452,568,552 | $461,344,720 | $8,776,168 | 1.93 % | $94,280 | | | | | | News Article | History of General Electric Co Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Hughes Howard Medical Institute | Institution | | Sold All | -115,000 | -100 % | | | | 1.93 % | $-93,150 | | | | | | News Article | History of Hughes Howard Medical Institute Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | It Investment Associates Inc | Institution | 682,240 | Added More | 4,340 | 0.64 % | $28,497,165 | $29,049,779 | $552,614 | 1.93 % | $3,515 | | | | | | News Article | History of It Investment Associates Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Leavell T And Associates Inc | Institution | 23,927 | No Change | 0 | 0 % | $999,431 | $1,018,812 | $19,381 | 1.93 % | $0 | | | | | | News Article | History of Leavell T And Associates Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Lodestar Investment Counsel Llc | Institution | 15,673 | Sold Some | -1,250 | -7.38 % | $654,661 | $667,356 | $12,695 | 1.93 % | $-1,013 | | | | | | News Article | History of Lodestar Investment Counsel Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Macnealy Hoover Investment Management Inc | Institution | 16,097 | Added More | 100 | 0.62 % | $672,372 | $685,410 | $13,039 | 1.93 % | $81 | | | | | | News Article | History of Macnealy Hoover Investment Management Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Mainstream Investment Advisers Llc | Institution | 44,767 | Sold Some | -183,471 | -80.38 % | $1,869,918 | $1,906,179 | $36,261 | 1.93 % | $-148,612 | | | | | | News Article | History of Mainstream Investment Advisers Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Middleton And Co Inc | Institution | 132,281 | Sold Some | -12,710 | -8.76 % | $5,525,377 | $5,632,525 | $107,148 | 1.93 % | $-10,295 | | | | | | News Article | History of Middleton And Co Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Montag And Caldwell Inc | Institution | 5,857,156 | No Compare | | | $244,653,406 | $249,397,702 | $4,744,296 | 1.93 % | | | | | | | News Article | History of Montag And Caldwell Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Moody Lynn And Co | Institution | 158,537 | Added More | 37,140 | 30.59 % | $6,622,090 | $6,750,505 | $128,415 | 1.93 % | $30,083 | | | | | | News Article | History of Moody Lynn And Co Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Mount Vernon Associates Inc | Institution | 77,679 | Sold Some | -700 | -0.89 % | $3,244,652 | $3,307,572 | $62,920 | 1.93 % | $-567 | | | | | | News Article | History of Mount Vernon Associates Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Old National Bancorp | Institution | 328,550 | Sold Some | -1,635 | -0.49 % | $13,723,534 | $13,989,659 | $266,126 | 1.93 % | $-1,324 | | | | | | News Article | History of Old National Bancorp Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Opus Capital Group Llc | Institution | 5,500 | Sold Some | -1,800 | -24.65 % | $229,735 | $234,190 | $4,455 | 1.93 % | $-1,458 | | | | | | News Article | History of Opus Capital Group Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Oxford Asset Management | Institution | 49,149 | New Holding | 49,149 | 100 % | $2,052,954 | $2,092,764 | $39,811 | 1.93 % | $39,811 | | | | | | News Article | History of Oxford Asset Management Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Parthenon Llc | Institution | 60,356 | Sold Some | -200 | -0.33 % | $2,521,070 | $2,569,958 | $48,888 | 1.93 % | $-162 | | | | | | News Article | History of Parthenon Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Pears Abacus Advisors Llc | Institution | 39,993 | Sold Some | -417,368 | -91.25 % | $1,670,508 | $1,702,902 | $32,394 | 1.93 % | $-338,068 | | | | | | News Article | History of Pears Abacus Advisors Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Robeco Investment Management Inc | Institution | 8,902,144 | Sold Some | -301,303 | -3.27 % | $371,842,555 | $379,053,292 | $7,210,737 | 1.93 % | $-244,055 | | | | | | News Article | History of Robeco Investment Management Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR/A | Sterneck Capital Management Llc | No Data | 14,502 | Sold Some | -2,320 | -13.79 % | $605,749 | $617,495 | $11,747 | 1.93 % | $-1,879 | | | | | | News Article | History of Sterneck Capital Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Taylor Cottrill Llc | Institution | 6,102 | Added More | 170 | 2.86 % | $254,881 | $259,823 | $4,943 | 1.93 % | $138 | | | | | | News Article | History of Taylor Cottrill Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Texas Permanent School Fund | Institution | 3,381,005 | Added More | 13,797 | 0.40 % | $141,224,579 | $143,963,193 | $2,738,614 | 1.93 % | $11,176 | | | | | | News Article | History of Texas Permanent School Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Tocqueville Asset Management Lp | Institution | 161,848 | Sold Some | -2,863 | -1.73 % | $6,760,391 | $6,891,488 | $131,097 | 1.93 % | $-2,319 | | | | | | News Article | History of Tocqueville Asset Management Lp Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Tonebridge Capital Management Inc | Institution | 13,000 | Sold Some | -4,976 | -27.68 % | $543,010 | $553,540 | $10,530 | 1.93 % | $-4,031 | | | | | | News Article | History of Tonebridge Capital Management Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Wedge Capital Management L L P | Institution | 1,883,825 | Sold Some | -57,245 | -2.94 % | $78,687,370 | $80,213,269 | $1,525,898 | 1.93 % | $-46,368 | | | | | | News Article | History of Wedge Capital Management L L P Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Wesbanco Bank Inc | Institution | 420,174 | Added More | 81,073 | 23.90 % | $17,550,668 | $17,891,009 | $340,341 | 1.93 % | $65,669 | | | | | | News Article | History of Wesbanco Bank Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Wilson Bennett Capital Management Inc Va | Institution | 21,126 | New Holding | 21,126 | 100 % | $882,433 | $899,545 | $17,112 | 1.93 % | $17,112 | | | | | | News Article | History of Wilson Bennett Capital Management Inc Va Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Winslow Capital Management Inc | Institution | 3,587,156 | Added More | 951,234 | 36.08 % | $149,835,506 | $152,741,102 | $2,905,596 | 1.93 % | $770,500 | | | | | | News Article | History of Winslow Capital Management Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Woodmont Investment Counsel Llc | Institution | 62,392 | Sold Some | -8,256 | -11.68 % | $2,606,114 | $2,656,651 | $50,538 | 1.93 % | $-6,687 | | | | | | News Article | History of Woodmont Investment Counsel Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-09-30 | 13F-HR | Yale Capital Corp | Institution | 45,950 | Sold Some | -1,773 | -3.71 % | $1,919,332 | $1,956,551 | $37,220 | 1.93 % | $-1,436 | | | | | | News Article | History of Yale Capital Corp Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-CSRS | Amcap Fund Inc-Amcap Fund Inc | Multi-Cap Core | 3,700,000 | Added More | 2,000,000 | 117.64 % | $154,549,000 | $157,546,000 | $2,997,000 | 1.93 % | $1,620,000 | | | | | | News Article | History of Amcap Fund Inc-Amcap Fund Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Advisor Series I-Balanced Fund | Mixed-Asset Target Allocation Moderate | 4,324,728 | Added More | 4,023,468 | 1335.54 % | $180,643,889 | $184,146,918 | $3,503,030 | 1.93 % | $3,259,009 | | | | | | News Article | History of Fidelity Advisor Series I-Balanced Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Advisor Series I-Balanced Fund | Mixed-Asset Target Allocation Moderate | 747,912 | Added More | 446,652 | 148.26 % | $31,240,284 | $31,846,093 | $605,809 | 1.93 % | $361,788 | | | | | | News Article | History of Fidelity Advisor Series I-Balanced Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Advisor Series I-Equity Value Fund | Multi-Cap Value | 97,020 | Added More | 4,346 | 4.68 % | $4,052,525 | $4,131,112 | $78,586 | 1.93 % | $3,520 | | | | | | News Article | History of Fidelity Advisor Series I-Equity Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Advisor Series I-Fifty Fund | Multi-Cap Core | 43,600 | Added More | 32,700 | 300.00 % | $1,821,172 | $1,856,488 | $35,316 | 1.93 % | $26,487 | | | | | | News Article | History of Fidelity Advisor Series I-Fifty Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Advisor Series I-Growth Opportunities Fund | Large-Cap Core | 3,407,622 | Added More | 32,300 | 0.95 % | $142,336,371 | $145,096,545 | $2,760,174 | 1.93 % | $26,163 | | | | | | News Article | History of Fidelity Advisor Series I-Growth Opportunities Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Advisor Series I-Large Cap Fund | Large-Cap Core | 1,000,179 | Sold Some | -41,842 | -4.01 % | $41,777,477 | $42,587,622 | $810,145 | 1.93 % | $-33,892 | | | | | | News Article | History of Fidelity Advisor Series I-Large Cap Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-CSRS | Fidelity Commonwealth Trust Ii-Fidelity Large Cap Value Enhanced Index Fund | Large-Cap Value | 49,605 | Added More | 28,694 | 137.21 % | $2,072,001 | $2,112,181 | $40,180 | 1.93 % | $23,242 | | | | | | News Article | History of Fidelity Commonwealth Trust Ii-Fidelity Large Cap Value Enhanced Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Commonwealth Trust-Fidelity 100 Index Fund | Specialty & Misc | 3,635,926 | Sold Some | -160,949 | -4.23 % | $151,872,629 | $154,817,729 | $2,945,100 | 1.93 % | $-130,369 | | | | | | News Article | History of Fidelity Commonwealth Trust-Fidelity 100 Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Financial Trust-Fidelity Independence Fund | Specialty & Misc | 8,804,200 | Added More | 504,200 | 6.07 % | $367,751,434 | $374,882,836 | $7,131,402 | 1.93 % | $408,402 | | | | | | News Article | History of Fidelity Financial Trust-Fidelity Independence Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Mt Vernon Street Trust-Fidelity Aggressive Growth Fund | Multi-Cap Growth | | Sold All | -3,535,000 | -100 % | | | | 1.93 % | $-2,863,350 | | | | | | News Article | History of Fidelity Mt Vernon Street Trust-Fidelity Aggressive Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Mt Vernon Street Trust-Fidelity Growth Company Fund | Multi-Cap Growth | 5,075,000 | New Holding | 5,075,000 | 100 % | $211,982,750 | $216,093,500 | $4,110,750 | 1.93 % | $4,110,750 | | | | | | News Article | History of Fidelity Mt Vernon Street Trust-Fidelity Growth Company Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Securities Fund-Agressive Growth Fund | Global Small/Mid-Cap Growth | | Sold All | -3,485,000 | -100 % | | | | 1.93 % | $-2,822,850 | | | | | | News Article | History of Fidelity Securities Fund-Agressive Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-CSR | Growth Fund Of America Inc-Growth Fund Of America Inc | Multi-Cap Growth | 42,345,000 | Added More | 300,000 | 0.71 % | $1,768,750,650 | $1,803,050,100 | $34,299,450 | 1.93 % | $243,000 | | | | | | News Article | History of Growth Fund Of America Inc-Growth Fund Of America Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Lord Abbett Research Fund Inc-Americas Value Fund | Multi-Cap Value | 500 | New Holding | 500 | 100 % | $20,885 | $21,290 | $405 | 1.93 % | $405 | | | | | | News Article | History of Lord Abbett Research Fund Inc-Americas Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Managers Amg Funds-Essex Growth Fund | Multi-Cap Growth | 4,237 | Added More | 184 | 4.53 % | $176,979 | $180,411 | $3,432 | 1.93 % | $149 | | | | | | News Article | History of Managers Amg Funds-Essex Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-CSR | Oppenheimer Main Street Funds Inc-Oppenheimer Main Street Fund | Large-Cap Core | 2,444,882 | New Holding | 2,444,882 | 100 % | $102,122,721 | $104,103,076 | $1,980,354 | 1.93 % | $1,980,354 | | | | | | News Article | History of Oppenheimer Main Street Funds Inc-Oppenheimer Main Street Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-CSR | Putnam Funds Trust-Putnam Global Consumer Fund | No Data | 9,080 | Added More | 1,821 | 25.08 % | $379,272 | $386,626 | $7,355 | 1.93 % | $1,475 | | | | | | News Article | History of Putnam Funds Trust-Putnam Global Consumer Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-Q | Vanguard Wellington Fund-Vanguard Wellington Fund | Mixed-Asset Target Allocation Growth | 13,592,276 | Added More | 222,000 | 1.66 % | $567,749,369 | $578,759,112 | $11,009,744 | 1.93 % | $179,820 | | | | | | News Article | History of Vanguard Wellington Fund-Vanguard Wellington Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund-Vanguard Financials Index Fund | Specialty & Misc | 1,384,023 | Sold Some | -66,425 | -4.57 % | $57,810,641 | $58,931,699 | $1,121,059 | 1.93 % | $-53,804 | | | | | | News Article | History of Vanguard World Fund-Vanguard Financials Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund-Vanguard Ftse Social Index Fund | Large-Cap Core | 495,987 | Added More | 11,492 | 2.37 % | $20,717,377 | $21,119,126 | $401,749 | 1.93 % | $9,309 | | | | | | News Article | History of Vanguard World Fund-Vanguard Ftse Social Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund-Vanguard International Growth Fund | International Large-Cap Core | | Sold All | -3,276,300 | -100 % | | | | 1.93 % | $-2,653,803 | | | | | | News Article | History of Vanguard World Fund-Vanguard International Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund-Vanguard Mega Cap 300 Index Fund | No Data | 342,330 | Added More | 214,695 | 168.21 % | $14,299,124 | $14,576,411 | $277,287 | 1.93 % | $173,903 | | | | | | News Article | History of Vanguard World Fund-Vanguard Mega Cap 300 Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Biondo Investment Advisors Llc | No Data | 505,016 | No Compare | | | $22,397,460 | $21,503,581 | $-893,878 | -3.99 % | | | | | | | News Article | History of Biondo Investment Advisors Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Biondo Investment Advisors Llc | No Data | 508,266 | No Compare | | | $22,541,597 | $21,641,966 | $-899,631 | -3.99 % | | | | | | | News Article | History of Biondo Investment Advisors Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Burnham Asset Management Corp | Institution | 67,802 | Added More | 80 | 0.11 % | $3,007,019 | $2,887,009 | $-120,010 | -3.99 % | $-142 | | | | | | News Article | History of Burnham Asset Management Corp Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Catawba Capital Management | Institution | 7,990 | Added More | 1,614 | 25.31 % | $354,357 | $340,214 | $-14,142 | -3.99 % | $-2,857 | | | | | | News Article | History of Catawba Capital Management Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 19,596,185 | Added More | 650,575 | 3.43 % | $869,090,805 | $834,405,557 | $-34,685,247 | -3.99 % | $-1,151,518 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Eizert Capital Partners Llc | Institution | 613,614 | Sold Some | -11,368 | -1.81 % | $27,213,781 | $26,127,684 | $-1,086,097 | -3.99 % | $20,121 | | | | | | News Article | History of Eizert Capital Partners Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Fma Advisory Inc | Institution | 6,669 | New Holding | 6,669 | 100 % | $295,770 | $283,966 | $-11,804 | -3.99 % | $-11,804 | | | | | | News Article | History of Fma Advisory Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Greenwich Wealth Management Llc | Institution | 22,106 | Added More | 353 | 1.62 % | $980,401 | $941,273 | $-39,128 | -3.99 % | $-625 | | | | | | News Article | History of Greenwich Wealth Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Hallmark Capital Management Inc | Institution | 19,550 | Sold Some | -845 | -4.14 % | $867,043 | $832,439 | $-34,604 | -3.99 % | $1,496 | | | | | | News Article | History of Hallmark Capital Management Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Haven Capital Management Llc | Institution | 12,230 | Sold Some | -500 | -3.92 % | $542,401 | $520,753 | $-21,647 | -3.99 % | $885 | | | | | | News Article | History of Haven Capital Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Integra Bank N A | Institution | 15,280 | Added More | 780 | 5.37 % | $677,668 | $650,622 | $-27,046 | -3.99 % | $-1,381 | | | | | | News Article | History of Integra Bank N A Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Monarch Capital Management Inc | Institution | 19,344 | Added More | 1,577 | 8.87 % | $857,906 | $823,668 | $-34,239 | -3.99 % | $-2,791 | | | | | | News Article | History of Monarch Capital Management Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Newgate Capital Management Llc | Institution | | Sold All | -5,887 | -100 % | | | | -3.99 % | $10,420 | | | | | | News Article | History of Newgate Capital Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | North Point Portfolio Managers Corp | Institution | 4,639 | No Compare | | | $205,740 | $197,529 | $-8,211 | -3.99 % | | | | | | | News Article | History of North Point Portfolio Managers Corp Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Ontario Teachers Pension Plan Board | Institution | 2,967,043 | Sold Some | -202,000 | -6.37 % | $131,588,357 | $126,336,691 | $-5,251,666 | -3.99 % | $357,540 | | | | | | News Article | History of Ontario Teachers Pension Plan Board Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Prudential Corp Plc | Institution | | Sold All | -4,238,055 | -100 % | | | | -3.99 % | $7,501,357 | | | | | | News Article | History of Prudential Corp Plc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Roaring Brook Capital L P | No Data | | Sold All | -16,629 | -100 % | | | | -3.99 % | $29,433 | | | | | | News Article | History of Roaring Brook Capital L P Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Wealthtrust Axiom Llc | Institution | 10,123 | Sold Some | -500 | -4.70 % | $448,955 | $431,037 | $-17,918 | -3.99 % | $885 | | | | | | News Article | History of Wealthtrust Axiom Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-30 | 13F-HR | Westend Advisors Llc | Institution | 1,516 | Added More | 332 | 28.04 % | $67,235 | $64,551 | $-2,683 | -3.99 % | $-588 | | | | | | News Article | History of Westend Advisors Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-09-09 | 13F-HR | Granite Investment Advisors Inc | No Data | 201,086 | Sold Some | -13,449 | -6.26 % | $8,918,164 | $8,562,242 | $-355,922 | -3.99 % | $23,805 | | | | | | News Article | History of Granite Investment Advisors Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Capital World Growth And Income Fund Inc-Capital World Growth And Income Fund Inc | Multi-Cap Growth | 7,075,000 | Added More | 1,375,000 | 24.12 % | $313,776,250 | $301,253,500 | $-12,522,750 | -3.99 % | $-2,433,750 | | | | | | News Article | History of Capital World Growth And Income Fund Inc-Capital World Growth And Income Fund Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Dreyfus Premier Manager Funds Ii-Balanced Opportunity Fund | Mixed-Asset Target Allocation Growth | 213,034 | Sold Some | -3,810 | -1.75 % | $9,448,058 | $9,070,988 | $-377,070 | -3.99 % | $6,744 | | | | | | News Article | History of Dreyfus Premier Manager Funds Ii-Balanced Opportunity Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Eaton Vance Special Investment Trust-Eaton Vance Enhanced Equity Option Income Fund | No Data | 2,920 | Sold Some | -718 | -19.73 % | $129,502 | $124,334 | $-5,168 | -3.99 % | $1,271 | | | | | | News Article | History of Eaton Vance Special Investment Trust-Eaton Vance Enhanced Equity Option Income Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Eaton Vance Special Investment Trust-Eaton Vance Risk-Managed Equity Option Income Fund | No Data | 49,466 | New Holding | 49,466 | 100 % | $2,193,817 | $2,106,262 | $-87,555 | -3.99 % | $-87,555 | | | | | | News Article | History of Eaton Vance Special Investment Trust-Eaton Vance Risk-Managed Equity Option Income Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Evergreen Equity Trust De-Evergreen Market Index Fund | Specialty & Misc | 113,529 | Sold Some | -349,649 | -75.48 % | $5,035,011 | $4,834,065 | $-200,946 | -3.99 % | $618,879 | | | | | | News Article | History of Evergreen Equity Trust De-Evergreen Market Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Evergreen Equity Trust De-Evergreen Market Index Value Fund | Multi-Cap Value | 341,176 | Sold Some | -8,862 | -2.53 % | $15,131,156 | $14,527,274 | $-603,882 | -3.99 % | $15,686 | | | | | | News Article | History of Evergreen Equity Trust De-Evergreen Market Index Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Fdp Series Inc-Marsico Growth Fdp Fund | Large-Cap Growth | | Sold All | -98,711 | -100 % | | | | -3.99 % | $174,718 | | | | | | News Article | History of Fdp Series Inc-Marsico Growth Fdp Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Forum Funds-Payson Value Fund | Multi-Cap Value | | Sold All | -20,760 | -100 % | | | | -3.99 % | $36,745 | | | | | | News Article | History of Forum Funds-Payson Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | New Economy Fund-New Economy Fund | Multi-Cap Growth | 2,875,000 | Added More | 950,000 | 49.35 % | $127,506,250 | $122,417,500 | $-5,088,750 | -3.99 % | $-1,681,500 | | | | | | News Article | History of New Economy Fund-New Economy Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Riversource Managers Series Inc-Riversource Fundamental Growth Fund | Large-Cap Core | 422,690 | New Holding | 422,690 | 100 % | $18,746,302 | $17,998,140 | $-748,161 | -3.99 % | $-748,161 | | | | | | News Article | History of Riversource Managers Series Inc-Riversource Fundamental Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Unified Series Trust-Leeb Focus Fund | Specialty & Misc | 44,333 | New Holding | 44,333 | 100 % | $1,966,169 | $1,887,699 | $-78,469 | -3.99 % | $-78,469 | | | | | | News Article | History of Unified Series Trust-Leeb Focus Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust-Balanced Strategy Fund | Flexible Portfolio | 32,200 | Sold Some | -33,400 | -50.91 % | $1,428,070 | $1,371,076 | $-56,994 | -3.99 % | $59,118 | | | | | | News Article | History of Usaa Mutual Funds Trust-Balanced Strategy Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust-Cornerstone Strategy Fund | Specialty & Misc | | Sold All | -19,200 | -100 % | | | | -3.99 % | $33,984 | | | | | | News Article | History of Usaa Mutual Funds Trust-Cornerstone Strategy Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust-Growth Fund | Multi-Cap Growth | | Sold All | -228,210 | -100 % | | | | -3.99 % | $403,932 | | | | | | News Article | History of Usaa Mutual Funds Trust-Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust-Growth Fund | Multi-Cap Growth | | Sold All | -2,100 | -100 % | | | | -3.99 % | $3,717 | | | | | | News Article | History of Usaa Mutual Funds Trust-Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I-Asset Allocation Fund | Specialty & Misc | 36,922 | New Holding | 36,922 | 100 % | $1,637,491 | $1,572,139 | $-65,352 | -3.99 % | $-65,352 | | | | | | News Article | History of Valic Co I-Asset Allocation Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I-Blue Chip Growth Fund | Multi-Cap Growth | 152,300 | New Holding | 152,300 | 100 % | $6,754,505 | $6,484,934 | $-269,571 | -3.99 % | $-269,571 | | | | | | News Article | History of Valic Co I-Blue Chip Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I-Large Capital Growth Fund | Large-Cap Growth | 44,900 | New Holding | 44,900 | 100 % | $1,991,315 | $1,911,842 | $-79,473 | -3.99 % | $-79,473 | | | | | | News Article | History of Valic Co I-Large Capital Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I-Social Awareness Fund | Mixed-Asset Target Allocation Growth | 81,978 | Sold Some | -8,546 | -9.44 % | $3,635,724 | $3,490,623 | $-145,101 | -3.99 % | $15,126 | | | | | | News Article | History of Valic Co I-Social Awareness Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I-Value Fund | Multi-Cap Value | 206,124 | New Holding | 206,124 | 100 % | $9,141,599 | $8,776,760 | $-364,839 | -3.99 % | $-364,839 | | | | | | News Article | History of Valic Co I-Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-08-31 | N-Q | Van Kampen Growth And Income Fund-Van Kampen Growth And Income Fund | Multi-Cap Growth | 8,258,682 | Sold Some | -120,600 | -1.43 % | $366,272,547 | $351,654,680 | $-14,617,867 | -3.99 % | $213,462 | | | | | | News Article | History of Van Kampen Growth And Income Fund-Van Kampen Growth And Income Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-29 | 2009-06-30 | 13F-HR/A | Huntington National Bank | Institution | 1,532,063 | Sold Some | -109,178 | -6.65 % | $67,946,994 | $65,235,243 | $-2,711,752 | -3.99 % | $193,245 | | | | | | News Article | History of Huntington National Bank Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Abner Herrman And Brock Inc | Institution | 102,596 | Sold Some | -460 | -0.44 % | $4,378,797 | $4,368,538 | $-10,260 | -0.23 % | $46 | | | | | | News Article | History of Abner Herrman And Brock Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Argyle Capital Management Inc | Institution | 14,000 | No Change | 0 | 0 % | $597,520 | $596,120 | $-1,400 | -0.23 % | $0 | | | | | | News Article | History of Argyle Capital Management Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Beach Investment Counsel Inc | Institution | 313,794 | Added More | 118,974 | 61.06 % | $13,392,728 | $13,361,349 | $-31,379 | -0.23 % | $-11,897 | | | | | | News Article | History of Beach Investment Counsel Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Boston Research And Management Inc | Institution | 15,370 | No Change | 0 | 0 % | $655,992 | $654,455 | $-1,537 | -0.23 % | $0 | | | | | | News Article | History of Boston Research And Management Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Capital City Trust Co | Institution | 49,232 | Sold Some | -7,383 | -13.04 % | $2,101,222 | $2,096,299 | $-4,923 | -0.23 % | $738 | | | | | | News Article | History of Capital City Trust Co Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Carl Domino Inc | Institution | 6,168 | Sold Some | -37 | -0.59 % | $263,250 | $262,633 | $-617 | -0.23 % | $4 | | | | | | News Article | History of Carl Domino Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Chaper Benz And Wise Investment Counsel Inc | Institution | 11,960 | No Compare | | | $510,453 | $509,257 | $-1,196 | -0.23 % | | | | | | | News Article | History of Chaper Benz And Wise Investment Counsel Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Chevy Chase Trust Holdings Inc | No Data | 3,793,788 | Sold Some | -84,107 | -2.16 % | $161,918,872 | $161,539,493 | $-379,379 | -0.23 % | $8,411 | | | | | | News Article | History of Chevy Chase Trust Holdings Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Community Trust And Investment Co | Institution | 74,690 | Sold Some | -2,765 | -3.56 % | $3,187,769 | $3,180,300 | $-7,469 | -0.23 % | $277 | | | | | | News Article | History of Community Trust And Investment Co Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Courier Capital Corp | Institution | 65,190 | No Compare | | | $2,782,309 | $2,775,790 | $-6,519 | -0.23 % | | | | | | | News Article | History of Courier Capital Corp Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Davenport And Co Llc | Institution | 36,501,011 | New Holding | 36,501,011 | 100 % | $1,557,863,149 | $1,554,213,048 | $-3,650,101 | -0.23 % | $-3,650,101 | | | | | | News Article | History of Davenport And Co Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Dean C H And Associates Inc | Institution | 168,377 | Sold Some | -4,754 | -2.74 % | $7,186,330 | $7,169,493 | $-16,838 | -0.23 % | $475 | | | | | | News Article | History of Dean C H And Associates Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Entry Investment Management Inc | Institution | 401,300 | Added More | 321,300 | 401.62 % | $17,127,484 | $17,087,354 | $-40,130 | -0.23 % | $-32,130 | | | | | | News Article | History of Entry Investment Management Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Essex Financial Services Inc | Institution | 20,154 | Added More | 795 | 4.10 % | $860,173 | $858,157 | $-2,015 | -0.23 % | $-80 | | | | | | News Article | History of Essex Financial Services Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Family Capital Trust Co Na | Institution | 66,210 | Added More | 50,410 | 319.05 % | $2,825,843 | $2,819,222 | $-6,621 | -0.23 % | $-5,041 | | | | | | News Article | History of Family Capital Trust Co Na Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Gluskin Sheff Assoc Inc | No Data | 47,800 | New Holding | 47,800 | 100 % | $2,040,104 | $2,035,324 | $-4,780 | -0.23 % | $-4,780 | | | | | | News Article | History of Gluskin Sheff Assoc Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Guaranty Trust Co Of Missouri | Institution | 76,275 | Added More | 11,437 | 17.63 % | $3,255,417 | $3,247,790 | $-7,628 | -0.23 % | $-1,144 | | | | | | News Article | History of Guaranty Trust Co Of Missouri Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Mu Investments Co Ltd | No Data | 64,467 | No Compare | | | $2,751,452 | $2,745,005 | $-6,447 | -0.23 % | | | | | | | News Article | History of Mu Investments Co Ltd Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Olaris Asset Management Llc | Institution | 1,900 | No Change | 0 | 0 % | $81,092 | $80,902 | $-190 | -0.23 % | $0 | | | | | | News Article | History of Olaris Asset Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Outh Financial Group Inc | Institution | 13,502 | Added More | 3,225 | 31.38 % | $576,265 | $574,915 | $-1,350 | -0.23 % | $-323 | | | | | | News Article | History of Outh Financial Group Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Paul A Violich Inc | Institution | 15,537 | Sold Some | -1,171 | -7.00 % | $663,119 | $661,565 | $-1,554 | -0.23 % | $117 | | | | | | News Article | History of Paul A Violich Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Pf Beheer Bv | Institution | 463,947 | New Holding | 463,947 | 100 % | $19,801,258 | $19,754,863 | $-46,395 | -0.23 % | $-46,395 | | | | | | News Article | History of Pf Beheer Bv Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Pirit Of America Management Corpny | Institution | 29,797 | Added More | 1,200 | 4.19 % | $1,271,736 | $1,268,756 | $-2,980 | -0.23 % | $-120 | | | | | | News Article | History of Pirit Of America Management Corpny Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Quotient Investors Llc | No Data | 28,400 | No Compare | | | $1,212,112 | $1,209,272 | $-2,840 | -0.23 % | | | | | | | News Article | History of Quotient Investors Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Resolute Capital Management Llc | Institution | 36,835 | Added More | 1,090 | 3.04 % | $1,572,118 | $1,568,434 | $-3,684 | -0.23 % | $-109 | | | | | | News Article | History of Resolute Capital Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Sandy Spring Bank | No Data | 20,132 | Added More | 760 | 3.92 % | $859,234 | $857,221 | $-2,013 | -0.23 % | $-76 | | | | | | News Article | History of Sandy Spring Bank Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Trees Investment Counsel Llc | Institution | 124,100 | Added More | 1,400 | 1.14 % | $5,296,588 | $5,284,178 | $-12,410 | -0.23 % | $-140 | | | | | | News Article | History of Trees Investment Counsel Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | United Fire And Casualty Co | Institution | 57,736 | No Change | 0 | 0 % | $2,464,172 | $2,458,399 | $-5,774 | -0.23 % | $0 | | | | | | News Article | History of United Fire And Casualty Co Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Vestor Capital Corp | Institution | 124,586 | Sold Some | -2,325 | -1.83 % | $5,317,330 | $5,304,872 | $-12,459 | -0.23 % | $233 | | | | | | News Article | History of Vestor Capital Corp Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Wallington Asset Management Llc | Institution | 1,347 | Sold Some | -1,676 | -55.44 % | $57,490 | $57,355 | $-135 | -0.23 % | $168 | | | | | | News Article | History of Wallington Asset Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-09-30 | 13F-HR | Wilbanks Smith And Thomas Asset Management Llc | Institution | 22,545 | Sold Some | -951 | -4.04 % | $962,221 | $959,966 | $-2,255 | -0.23 % | $95 | | | | | | News Article | History of Wilbanks Smith And Thomas Asset Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-08-31 | N-Q | American Century Strategic Asset Allocations Inc-Newton Fund | Small-Cap Core | 624,874 | Sold Some | -24,767 | -3.81 % | $26,669,622 | $26,607,135 | $-62,487 | -0.23 % | $2,477 | | | | | | News Article | History of American Century Strategic Asset Allocations Inc-Newton Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-08-31 | N-Q | Dws Value Series Inc-Dws Large Cap Value Fund | Large-Cap Value | 581,711 | Added More | 67,166 | 13.05 % | $24,827,425 | $24,769,254 | $-58,171 | -0.23 % | $-6,717 | | | | | | News Article | History of Dws Value Series Inc-Dws Large Cap Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-08-31 | N-CSRS | Fidelity Concord Street Trust-Spartan International Index Fund | Global Flex Port | | Sold All | -8,632,377 | -100 % | | | | -0.23 % | $863,238 | | | | | | News Article | History of Fidelity Concord Street Trust-Spartan International Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-28 | 2009-08-31 | N-CSR | Oppenheimer Capital Income Fund-Oppenheimer Capital Income Fund | Equity Income | 339,450 | New Holding | 339,450 | 100 % | $14,487,726 | $14,453,781 | $-33,945 | -0.23 % | $-33,945 | | | | | | News Article | History of Oppenheimer Capital Income Fund-Oppenheimer Capital Income Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Aull Monroe Investment Management Corp | Institution | 38,787 | Sold Some | -300 | -0.76 % | $1,702,749 | $1,651,550 | $-51,199 | -3.00 % | $396 | | | | | | News Article | History of Aull Monroe Investment Management Corp Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Deroy And Devereaux Private Investment Counsel Inc | Institution | 166,980 | Sold Some | -5,975 | -3.45 % | $7,330,422 | $7,110,008 | $-220,414 | -3.00 % | $7,887 | | | | | | News Article | History of Deroy And Devereaux Private Investment Counsel Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Dupont Capital Management | Institution | 1,222,350 | Sold Some | -36,420 | -2.89 % | $53,661,165 | $52,047,663 | $-1,613,502 | -3.00 % | $48,074 | | | | | | News Article | History of Dupont Capital Management Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Eaward Management Corp | Institution | 203,961 | Sold Some | -178,110 | -46.61 % | $8,953,888 | $8,684,659 | $-269,229 | -3.00 % | $235,105 | | | | | | News Article | History of Eaward Management Corp Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Essex Investment Management Co Llc | Institution | 394,191 | Added More | 2,415 | 0.61 % | $17,304,985 | $16,784,653 | $-520,332 | -3.00 % | $-3,188 | | | | | | News Article | History of Essex Investment Management Co Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | First Manhattan Co | Institution | 834,537 | Added More | 6,709 | 0.81 % | $36,636,174 | $35,534,585 | $-1,101,589 | -3.00 % | $-8,856 | | | | | | News Article | History of First Manhattan Co Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Forward Management Llc | Institution | 8,985 | Sold Some | -137 | -1.50 % | $394,442 | $382,581 | $-11,860 | -3.00 % | $181 | | | | | | News Article | History of Forward Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Fruth Investment Management | Institution | | Sold All | -7,631 | -100 % | | | | -3.00 % | $10,073 | | | | | | News Article | History of Fruth Investment Management Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Hartford Financial Management Inc | Institution | 15,578 | Added More | 3,170 | 25.54 % | $683,874 | $663,311 | $-20,563 | -3.00 % | $-4,184 | | | | | | News Article | History of Hartford Financial Management Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Hl Financial Services Llc | Institution | 1,408,702 | Sold Some | -46,935 | -3.22 % | $61,842,018 | $59,982,531 | $-1,859,487 | -3.00 % | $61,954 | | | | | | News Article | History of Hl Financial Services Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Igma Investment Counselors Inc | Institution | 31,428 | Sold Some | -783 | -2.43 % | $1,379,689 | $1,338,204 | $-41,485 | -3.00 % | $1,034 | | | | | | News Article | History of Igma Investment Counselors Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Investors Capital Advisory Service | Institution | 14,422 | Sold Some | -2,014 | -12.25 % | $633,126 | $614,089 | $-19,037 | -3.00 % | $2,658 | | | | | | News Article | History of Investors Capital Advisory Service Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Jupiter Asset Management Ltd | Institution | 4,119,577 | Added More | 798,191 | 24.03 % | $180,849,430 | $175,411,589 | $-5,437,842 | -3.00 % | $-1,053,612 | | | | | | News Article | History of Jupiter Asset Management Ltd Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Mesirow Financial Investment Management | Institution | 79,683 | Sold Some | -35,774 | -30.98 % | $3,498,084 | $3,392,902 | $-105,182 | -3.00 % | $47,222 | | | | | | News Article | History of Mesirow Financial Investment Management Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | North American Management Corp | Institution | 238,511 | Added More | 199,085 | 504.95 % | $10,470,633 | $10,155,798 | $-314,835 | -3.00 % | $-262,792 | | | | | | News Article | History of North American Management Corp Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Parametric Risk Advisors Llc | Institution | 63,173 | Added More | 54,701 | 645.66 % | $2,773,295 | $2,689,906 | $-83,388 | -3.00 % | $-72,205 | | | | | | News Article | History of Parametric Risk Advisors Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Thomas White International Ltd | Institution | 92,859 | Added More | 25,150 | 37.14 % | $4,076,510 | $3,953,936 | $-122,574 | -3.00 % | $-33,198 | | | | | | News Article | History of Thomas White International Ltd Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Tower Bridge Advisor | Institution | 257,682 | Added More | 10,740 | 4.34 % | $11,312,240 | $10,972,100 | $-340,140 | -3.00 % | $-14,177 | | | | | | News Article | History of Tower Bridge Advisor Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Wagner Investment Management Inc | Institution | 5,908 | Sold Some | -1,087 | -15.53 % | $259,361 | $251,563 | $-7,799 | -3.00 % | $1,435 | | | | | | News Article | History of Wagner Investment Management Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-30 | 13F-HR | Washington Trust Bank | Institution | 89,873 | Added More | 7,616 | 9.25 % | $3,945,425 | $3,826,792 | $-118,632 | -3.00 % | $-10,053 | | | | | | News Article | History of Washington Trust Bank Ownership Of Jpmorgan Chase And Co |
| 2009-10-27 | 2009-09-09 | 13F-HR | First National Bank Of Mount Dora Trust Investment Service | Institution | 3,761 | Sold Some | -265 | -6.58 % | $165,108 | $160,143 | $-4,965 | -3.00 % | $350 | | | | | | News Article | History of First National Bank Of Mount Dora Trust Investment Service Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-09-30 | 13F-HR | Bailard Biehl And Kaiser Inc | Institution | 10,055 | Added More | 400 | 4.14 % | $440,610 | $428,142 | $-12,468 | -2.82 % | $-496 | | | | | | News Article | History of Bailard Biehl And Kaiser Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-09-30 | 13F-HR | Birmingham Capital Management Co Inc | Institution | 30,666 | New Holding | 30,666 | 100 % | $1,343,784 | $1,305,758 | $-38,026 | -2.82 % | $-38,026 | | | | | | News Article | History of Birmingham Capital Management Co Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-09-30 | 13F-HR | Bourgeon Capital Management Llc | Institution | 87,257 | Sold Some | -11,444 | -11.59 % | $3,823,602 | $3,715,403 | $-108,199 | -2.82 % | $14,191 | | | | | | News Article | History of Bourgeon Capital Management Llc Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-09-30 | 13F-HR | Glickenhaus And Co | Institution | 59,395 | Sold Some | -1,145 | -1.89 % | $2,602,689 | $2,529,039 | $-73,650 | -2.82 % | $1,420 | | | | | | News Article | History of Glickenhaus And Co Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-09-30 | 13F-HR | Grimes And Company Inc | Institution | 82,506 | Added More | 1,963 | 2.43 % | $3,615,413 | $3,513,105 | $-102,307 | -2.82 % | $-2,434 | | | | | | News Article | History of Grimes And Company Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Allianz Funds Multi-Strategy Trust-Allianz Rcm All Horizons Fund | No Data | 938 | Sold Some | -371 | -28.34 % | $41,103 | $39,940 | $-1,163 | -2.82 % | $460 | | | | | | News Article | History of Allianz Funds Multi-Strategy Trust-Allianz Rcm All Horizons Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Allianz Funds Multi-Strategy Trust-Allianz Rcm Disciplined Equity Fund | No Data | | Sold All | -6,190 | -100 % | | | | -2.82 % | $7,676 | | | | | | News Article | History of Allianz Funds Multi-Strategy Trust-Allianz Rcm Disciplined Equity Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Claymore Exchange Traded Fund Trust-Claymoremorningstar Services Super Sector Index Etf | Specialty & Misc | 2,053 | Sold Some | -30 | -1.44 % | $89,962 | $87,417 | $-2,546 | -2.82 % | $37 | | | | | | News Article | History of Claymore Exchange Traded Fund Trust-Claymoremorningstar Services Super Sector Index Etf Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Federated Stock And Bond Fund Inc Md-Federated Stock And Bond Fund Inc Md | Specialty & Misc | 38,600 | New Holding | 38,600 | 100 % | $1,691,452 | $1,643,588 | $-47,864 | -2.82 % | $-47,864 | | | | | | News Article | History of Federated Stock And Bond Fund Inc Md-Federated Stock And Bond Fund Inc Md Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-CSR | Global Growth Portfolio-Global Growth Portfolio | Multi-Cap Growth | | Sold All | -13,600 | -100 % | | | | -2.82 % | $16,864 | | | | | | News Article | History of Global Growth Portfolio-Global Growth Portfolio Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-CSR | Growth Portfolio-Growth Portfolio | Multi-Cap Growth | | Sold All | -77,000 | -100 % | | | | -2.82 % | $95,480 | | | | | | News Article | History of Growth Portfolio-Growth Portfolio Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Equity Trust-Ing Opportunistic Largecap Fund | Large-Cap Core | 4,600 | Sold Some | -4,400 | -48.88 % | $201,572 | $195,868 | $-5,704 | -2.82 % | $5,456 | | | | | | News Article | History of Ing Equity Trust-Ing Opportunistic Largecap Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Series Fund Inc-Ing Balanced Fund | Mixed-Asset Target Allocation Moderate | 22,907 | New Holding | 22,907 | 100 % | $1,003,785 | $975,380 | $-28,405 | -2.82 % | $-28,405 | | | | | | News Article | History of Ing Series Fund Inc-Ing Balanced Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Series Fund Inc-Ing Corporate Leaders 100 Fund | No Data | 2,260 | Sold Some | -50 | -2.16 % | $99,033 | $96,231 | $-2,802 | -2.82 % | $62 | | | | | | News Article | History of Ing Series Fund Inc-Ing Corporate Leaders 100 Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Series Fund Inc-Ing Growth And Income Fund | Multi-Cap Growth | 306,198 | Added More | 48,900 | 19.00 % | $13,417,596 | $13,037,911 | $-379,686 | -2.82 % | $-60,636 | | | | | | News Article | History of Ing Series Fund Inc-Ing Growth And Income Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Series Fund Inc-Ing Index Plus Largecap Fund | Large-Cap Core | 135,253 | Sold Some | -35,300 | -20.69 % | $5,926,786 | $5,759,073 | $-167,714 | -2.82 % | $43,772 | | | | | | News Article | History of Ing Series Fund Inc-Ing Index Plus Largecap Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence 2010 Exchange-Traded Fund | Mixed-Asset Target 2010 Funds | | Sold All | -1,146 | -100 % | | | | -2.82 % | $1,421 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence 2010 Exchange-Traded Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence 2020 Exchange-Traded Fund | Mixed-Asset Target 2020 Funds | | Sold All | -6,681 | -100 % | | | | -2.82 % | $8,284 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence 2020 Exchange-Traded Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence 2030 Exchange-Traded Fund | Mixed-Asset Target 2030 Funds | | Sold All | -7,876 | -100 % | | | | -2.82 % | $9,766 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence 2030 Exchange-Traded Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence 2040 Exchange-Traded Fund | Mixed-Asset Target 2030+ Funds | | Sold All | -8,472 | -100 % | | | | -2.82 % | $10,505 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence 2040 Exchange-Traded Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc-Tdax Independence In-Target Exchange-Traded Fund | Specialty & Misc | | Sold All | -843 | -100 % | | | | -2.82 % | $1,045 | | | | | | News Article | History of Tdax Funds Inc-Tdax Independence In-Target Exchange-Traded Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-23 | 2009-10-23 | 4 | Raymond Lee R | Insider | 40,000 | New Holding | 40,000 | 100 % | $1,809,200 | $1,703,200 | $-106,000 | -5.85 % | $-106,000 | X | | | | | News Article | History of Raymond Lee R Ownership Of Jpmorgan Chase And Co |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | 2,249,190 | Sold Some | -1,094,970 | -32.74 % | $102,810,475 | $95,770,510 | $-7,039,965 | -6.84 % | $3,427,256 | | | | | | News Article | History of Blackrock Inc Ownership Of Jpmorgan Chase And Co |
| 2009-10-19 | 2009-10-16 | 4 | Mandelbaum Jay | Insider | 477,678 | Sold Some | -1,295 | -0.27 % | $21,963,634 | $20,339,529 | $-1,624,105 | -7.39 % | $4,403 | | X | | | Executive Vice President | News Article | History of Mandelbaum Jay Ownership Of Jpmorgan Chase And Co |
| 2009-10-19 | 2009-10-15 | 4 | Mandelbaum Jay | Insider | 478,973 | Sold Some | -3,094 | -0.64 % | $22,023,179 | $20,394,670 | $-1,628,508 | -7.39 % | $10,520 | | X | | | Executive Vice President | News Article | History of Mandelbaum Jay Ownership Of Jpmorgan Chase And Co |
| 2009-10-14 | 2009-03-31 | N-CSRS/A | Hillman Capital Management Investment Trust-The Hillman Focused Advantage Fund | Specialty & Misc | 28,600 | No Change | 0 | 0 % | $1,348,776 | $1,217,788 | $-130,988 | -9.71 % | $0 | | | | | | News Article | History of Hillman Capital Management Investment Trust-The Hillman Focused Advantage Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-09 | 2009-07-31 | N-CSR | Ishares Trust-Ishares Nyse 100 Index Fund | Specialty & Misc | 49,082 | Sold Some | -4,383 | -8.19 % | $2,250,410 | $2,089,912 | $-160,498 | -7.13 % | $14,332 | | | | | | News Article | History of Ishares Trust-Ishares Nyse 100 Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-09 | 2009-07-31 | N-CSRS | Northern Lights Fund Trust-Biondo Fund | Health/Biotech | 6,400 | New Holding | 6,400 | 100 % | $293,440 | $272,512 | $-20,928 | -7.13 % | $-20,928 | | | | | | News Article | History of Northern Lights Fund Trust-Biondo Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-09 | 2009-07-31 | N-CSRS | Northern Lights Fund Trust-Biondo Fund | Health/Biotech | 70,000 | New Holding | 70,000 | 100 % | $3,209,500 | $2,980,600 | $-228,900 | -7.13 % | $-228,900 | | | | | | News Article | History of Northern Lights Fund Trust-Biondo Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-08 | 2009-07-31 | N-CSR | Domini Social Investment Trust-Domini Social Equity Fund | Specialty & Misc | 466,395 | New Holding | 466,395 | 100 % | $21,127,694 | $19,859,099 | $-1,268,594 | -6.00 % | $-1,268,594 | | | | | | News Article | History of Domini Social Investment Trust-Domini Social Equity Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-08 | 2009-07-31 | N-CSRS | Morgan Stanley Balanced Fund-None | No Data | 189,488 | Sold Some | -9,800 | -4.91 % | $8,583,806 | $8,068,399 | $-515,407 | -6.00 % | $26,656 | | | | | | News Article | History of Morgan Stanley Balanced Fund-None Ownership Of Jpmorgan Chase And Co |
| 2009-10-08 | 2009-07-31 | N-CSR | Morgan Stanley Series Funds-Morgan Stanley Commodities Alpha Fund | No Data | 1,518 | Sold Some | -1,282 | -45.78 % | $68,765 | $64,636 | $-4,129 | -6.00 % | $3,487 | | | | | | News Article | History of Morgan Stanley Series Funds-Morgan Stanley Commodities Alpha Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-08 | 2009-07-31 | N-CSR | Morgan Stanley Strategist Fund-None | Specialty & Misc | 86,420 | No Change | 0 | 0 % | $3,914,826 | $3,679,764 | $-235,062 | -6.00 % | $0 | | | | | | News Article | History of Morgan Stanley Strategist Fund-None Ownership Of Jpmorgan Chase And Co |
| 2009-10-07 | 2009-07-31 | N-CSR | Fidelity Advisor Series Vii-Fidelity Advisor Financial Services Fund | Financial Services | 277,696 | Added More | 93,648 | 50.88 % | $12,690,707 | $11,824,296 | $-866,412 | -6.82 % | $-292,182 | | | | | | News Article | History of Fidelity Advisor Series Vii-Fidelity Advisor Financial Services Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-07 | 2009-07-31 | N-CSRS | Fidelity Devonshire Trust-Fidelity Series All-Sector Equity Fund | No Data | 4,724,000 | Added More | 1,845,400 | 64.10 % | $215,886,800 | $201,147,920 | $-14,738,880 | -6.82 % | $-5,757,648 | | | | | | News Article | History of Fidelity Devonshire Trust-Fidelity Series All-Sector Equity Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-07 | 2009-07-31 | N-CSRS | Fidelity Devonshire Trust-Fidelity Series Large Cap Value Fund | No Data | 6,642,086 | Added More | 4,783,200 | 257.31 % | $303,543,330 | $282,820,022 | $-20,723,308 | -6.82 % | $-14,923,584 | | | | | | News Article | History of Fidelity Devonshire Trust-Fidelity Series Large Cap Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-07 | 2009-07-31 | N-CSRS | Unamerica Series Trust-Mfs Total Return Portfolio | Specialty & Misc | | Sold All | -394,060 | -100 % | | | | -6.82 % | $1,229,467 | | | | | | News Article | History of Unamerica Series Trust-Mfs Total Return Portfolio Ownership Of Jpmorgan Chase And Co |
| 2009-10-07 | 2009-07-31 | N-CSRS | Unamerica Series Trust-Technology Portfolio | Science & Tech | | Sold All | -4,247,900 | -100 % | | | | -6.82 % | $13,253,448 | | | | | | News Article | History of Unamerica Series Trust-Technology Portfolio Ownership Of Jpmorgan Chase And Co |
| 2009-10-07 | 2009-07-31 | N-CSR | Unified Series Trust-Appleseed Fund | Specialty & Misc | | Sold All | -44,333 | -100 % | | | | -6.82 % | $138,319 | | | | | | News Article | History of Unified Series Trust-Appleseed Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-09-30 | 4 | Bowles Crandall Close | Insider | 299,220,457 | Added More | 4,849,384 | 1.67 % | $12,525,368,330 | $12,740,807,059 | $215,438,729 | 1.72 % | $3,491,556 | X | | | | | News Article | History of Bowles Crandall Close Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-09-30 | 4 | Burke Stephen B | Insider | 501,695,217 | Added More | 4,278,868 | 0.86 % | $21,000,961,784 | $21,362,182,340 | $361,220,556 | 1.72 % | $3,080,785 | X | | | | | News Article | History of Burke Stephen B Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-09-30 | 4 | Cote David M | Insider | 318,184,084 | Added More | 4,278,868 | 1.38 % | $13,319,185,756 | $13,548,278,297 | $229,092,540 | 1.72 % | $3,080,785 | X | | | | | News Article | History of Cote David M Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-09-30 | 4 | Crown James | Insider | 2,057,351,603 | Added More | 5,134,642 | 0.25 % | $86,120,738,102 | $87,602,031,256 | $1,481,293,154 | 1.72 % | $3,696,942 | X | | | | | News Article | History of Crown James Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-09-30 | 4 | Jackson Laban | Insider | 807,696,692 | Added More | 5,705,157 | 0.71 % | $33,810,183,527 | $34,391,725,145 | $581,541,618 | 1.72 % | $4,107,713 | X | | | | | News Article | History of Jackson Laban Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-09-30 | 4 | Novak David C | Insider | 962,835,657 | Added More | 5,134,642 | 0.53 % | $40,304,300,602 | $40,997,542,275 | $693,241,673 | 1.72 % | $3,696,942 | X | | | | | News Article | History of Novak David C Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-09-30 | 4 | Raymond Lee R | Insider | 1,454,421,799 | Added More | 5,134,642 | 0.35 % | $60,882,096,506 | $61,929,280,201 | $1,047,183,695 | 1.72 % | $3,696,942 | X | | | | | News Article | History of Raymond Lee R Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-09-30 | 4 | Weldon William C | Insider | 321,827,913 | Added More | 4,278,868 | 1.36 % | $13,471,716,438 | $13,703,432,536 | $231,716,097 | 1.72 % | $3,080,785 | X | | | | | News Article | History of Weldon William C Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-07-31 | N-CSRS | Evergreen Money Market Trust-Evergreen Money Market Fund | Specialty & Misc | 86,340,000 | Sold Some | -412,160,000 | -82.68 % | $3,614,192,400 | $3,676,357,200 | $62,164,800 | 1.72 % | $-296,755,200 | | | | | | News Article | History of Evergreen Money Market Trust-Evergreen Money Market Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Fifth Third Funds-Fifth Third Institutional Money Market Fund | Specialty & Misc | | Sold All | -348,112 | -100 % | | | | 1.72 % | $-250,641 | | | | | | News Article | History of Fifth Third Funds-Fifth Third Institutional Money Market Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Pacific Capital Funds-Growth And Income Fund | Large-Cap Core | 45,775 | Sold Some | -5,600 | -10.90 % | $1,916,142 | $1,949,100 | $32,958 | 1.72 % | $-4,032 | | | | | | News Article | History of Pacific Capital Funds-Growth And Income Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Pacific Capital Funds-Value Fund | Multi-Cap Core | 63,599 | Sold Some | -4,600 | -6.74 % | $2,662,254 | $2,708,045 | $45,791 | 1.72 % | $-3,312 | | | | | | News Article | History of Pacific Capital Funds-Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Aggressive Growth Fund | Multi-Cap Growth | 1,050,744 | Sold Some | -27,345 | -2.53 % | $43,984,144 | $44,740,680 | $756,536 | 1.72 % | $-19,688 | | | | | | News Article | History of Usaa Mutual Funds Trust-Aggressive Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Growth Fund | Multi-Cap Growth | 2,100 | New Holding | 2,100 | 100 % | $87,906 | $89,418 | $1,512 | 1.72 % | $1,512 | | | | | | News Article | History of Usaa Mutual Funds Trust-Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Growth Fund | Multi-Cap Growth | 228,210 | New Holding | 228,210 | 100 % | $9,552,871 | $9,717,182 | $164,311 | 1.72 % | $164,311 | | | | | | News Article | History of Usaa Mutual Funds Trust-Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Income Fund | Equity Income | 522,470 | New Holding | 522,470 | 100 % | $21,870,594 | $22,246,773 | $376,178 | 1.72 % | $376,178 | | | | | | News Article | History of Usaa Mutual Funds Trust-Income Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Income Fund | Equity Income | 3,000 | New Holding | 3,000 | 100 % | $125,580 | $127,740 | $2,160 | 1.72 % | $2,160 | | | | | | News Article | History of Usaa Mutual Funds Trust-Income Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Income Stock Fund | Equity Income | 513,200 | Sold Some | -16,300 | -3.07 % | $21,482,552 | $21,852,056 | $369,504 | 1.72 % | $-11,736 | | | | | | News Article | History of Usaa Mutual Funds Trust-Income Stock Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Value Fund | Multi-Cap Value | 146,500 | Sold Some | -932,089 | -86.41 % | $6,132,490 | $6,237,970 | $105,480 | 1.72 % | $-671,104 | | | | | | News Article | History of Usaa Mutual Funds Trust-Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust-Value Fund | Multi-Cap Value | 146,500 | Added More | 114,200 | 353.56 % | $6,132,490 | $6,237,970 | $105,480 | 1.72 % | $82,224 | | | | | | News Article | History of Usaa Mutual Funds Trust-Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-30 | 2009-07-31 | N-CSR | Endowments De-Growth And Income Portfolio | Multi-Cap Growth | 30,000 | Added More | 5,000 | 20.00 % | $1,314,600 | $1,277,400 | $-37,200 | -2.82 % | $-6,200 | | | | | | News Article | History of Endowments De-Growth And Income Portfolio Ownership Of Jpmorgan Chase And Co |
| 2009-09-30 | 2009-07-31 | N-CSR | Income Fund Of America Inc-Income Fund Of America Inc | Equity Income | 2,695,000 | Sold Some | -799,000 | -22.86 % | $118,094,900 | $114,753,100 | $-3,341,800 | -2.82 % | $990,760 | | | | | | News Article | History of Income Fund Of America Inc-Income Fund Of America Inc Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Aim Equity Funds-Aim Charter Fund | Large-Cap Core | 413,256 | New Holding | 413,256 | 100 % | $18,546,929 | $17,596,440 | $-950,489 | -5.12 % | $-950,489 | | | | | | News Article | History of Aim Equity Funds-Aim Charter Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Aim Equity Funds-Aim Large Cap Basic Value Fund | Large-Cap Value | | Sold All | -156,007 | -100 % | | | | -5.12 % | $358,816 | | | | | | News Article | History of Aim Equity Funds-Aim Large Cap Basic Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Aim Equity Funds-Aim Large Cap Growth Fund | Large-Cap Growth | 212,190 | New Holding | 212,190 | 100 % | $9,523,087 | $9,035,050 | $-488,037 | -5.12 % | $-488,037 | | | | | | News Article | History of Aim Equity Funds-Aim Large Cap Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Alpine Series Trust-Alpine Accelerating Dividend Fund | No Data | 500 | New Holding | 500 | 100 % | $22,440 | $21,290 | $-1,150 | -5.12 % | $-1,150 | | | | | | News Article | History of Alpine Series Trust-Alpine Accelerating Dividend Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Alpine Series Trust-Alpine Dynamic Balance Fund | Specialty & Misc | 45,600 | Added More | 5,600 | 14.00 % | $2,046,528 | $1,941,648 | $-104,880 | -5.12 % | $-12,880 | | | | | | News Article | History of Alpine Series Trust-Alpine Dynamic Balance Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Balanced Fund | Mixed-Asset Target Allocation Growth | 138,258 | Added More | 8,258 | 6.35 % | $6,205,019 | $5,887,026 | $-317,993 | -5.12 % | $-18,993 | | | | | | News Article | History of American Century Mutual Funds Inc-Balanced Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Capital Value Fund | Large-Cap Value | 164,300 | Sold Some | -20,600 | -11.14 % | $7,373,784 | $6,995,894 | $-377,890 | -5.12 % | $47,380 | | | | | | News Article | History of American Century Mutual Funds Inc-Capital Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Giftrust Fund | Specialty & Misc | 117,514 | New Holding | 117,514 | 100 % | $5,274,028 | $5,003,746 | $-270,282 | -5.12 % | $-270,282 | | | | | | News Article | History of American Century Mutual Funds Inc-Giftrust Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Select Fund | No Data | 447,679 | Sold Some | -185,280 | -29.27 % | $20,091,834 | $19,062,172 | $-1,029,662 | -5.12 % | $426,144 | | | | | | News Article | History of American Century Mutual Funds Inc-Select Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc-Ultra Fund | Large-Cap Growth | 1,561,000 | Added More | 269,000 | 20.82 % | $70,057,680 | $66,467,380 | $-3,590,300 | -5.12 % | $-618,700 | | | | | | News Article | History of American Century Mutual Funds Inc-Ultra Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Century Capital Managment Trust-Century Shares Trust | Specialty & Misc | | Sold All | -206,300 | -100 % | | | | -5.12 % | $474,490 | | | | | | News Article | History of Century Capital Managment Trust-Century Shares Trust Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc-International Core Equity Portfolio | International Small-Mid-Cap Value | 2,856,089 | Added More | 20,100 | 0.70 % | $128,181,274 | $121,612,270 | $-6,569,005 | -5.12 % | $-46,230 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc-International Core Equity Portfolio Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc-International Vector Equity Portfolio | No Data | 539,281 | No Change | 0 | 0 % | $24,202,931 | $22,962,585 | $-1,240,346 | -5.12 % | $0 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc-International Vector Equity Portfolio Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc-Us Sustainability Core 1 Portfolio | No Data | 27,800 | Added More | 200 | 0.72 % | $1,247,664 | $1,183,724 | $-63,940 | -5.12 % | $-460 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc-Us Sustainability Core 1 Portfolio Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc-Va International Value Portfolio | Multi-Cap Value | 106,810 | No Change | 0 | 0 % | $4,793,633 | $4,547,970 | $-245,663 | -5.12 % | $0 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc-Va International Value Portfolio Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Trust Co-Global Large Company Serie | Large-Cap Core | 1,456,449 | Added More | 51,741 | 3.68 % | $65,365,431 | $62,015,598 | $-3,349,833 | -5.12 % | $-119,004 | | | | | | News Article | History of Dfa Investment Trust Co-Global Large Company Serie Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Trust Co-International Value Serie | Multi-Cap Value | 10,479,288 | Added More | 2,495,918 | 31.26 % | $470,310,445 | $446,208,083 | $-24,102,362 | -5.12 % | $-5,740,611 | | | | | | News Article | History of Dfa Investment Trust Co-International Value Serie Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dunham Funds-Dunham Large Cap Value Fund | Large-Cap Value | 30,302 | New Holding | 30,302 | 100 % | $1,359,954 | $1,290,259 | $-69,695 | -5.12 % | $-69,695 | | | | | | News Article | History of Dunham Funds-Dunham Large Cap Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dws Balanced Fund-Dws Balanced Fund | Flexible Portfolio | 98,047 | Sold Some | -24,967 | -20.29 % | $4,400,349 | $4,174,841 | $-225,508 | -5.12 % | $57,424 | | | | | | News Article | History of Dws Balanced Fund-Dws Balanced Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dws Blue Chip Fund-Dws Blue Chip Fund | Multi-Cap Core | 180,500 | Sold Some | -900 | -0.49 % | $8,100,840 | $7,685,690 | $-415,150 | -5.12 % | $2,070 | | | | | | News Article | History of Dws Blue Chip Fund-Dws Blue Chip Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Dws Equity Trust-Dws Disciplined Longshort Growth Fund | Multi-Cap Growth | 2,700 | Sold Some | -1,300 | -32.50 % | $121,176 | $114,966 | $-6,210 | -5.12 % | $2,990 | | | | | | News Article | History of Dws Equity Trust-Dws Disciplined Longshort Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q/A | Eaton Vance Mutual Funds Trust-Eaton Vance Dividend Income Fund | Equity Income | | Sold All | -135,000 | -100 % | | | | -5.12 % | $310,500 | | | | | | News Article | History of Eaton Vance Mutual Funds Trust-Eaton Vance Dividend Income Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q/A | Eaton Vance Mutual Funds Trust-Eaton Vance Equity Research Fund | Specialty & Misc | 13,168 | New Holding | 13,168 | 100 % | $590,980 | $560,693 | $-30,286 | -5.12 % | $-30,286 | | | | | | News Article | History of Eaton Vance Mutual Funds Trust-Eaton Vance Equity Research Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Eclipse Funds Inc-Mainstay Growth Equity Fund | Multi-Cap Growth | 30,054 | New Holding | 30,054 | 100 % | $1,348,824 | $1,279,699 | $-69,124 | -5.12 % | $-69,124 | | | | | | News Article | History of Eclipse Funds Inc-Mainstay Growth Equity Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Eligman Global Fund Series Inc-Global Growth Fund | Global Large-Cap Growth | 5,479 | New Holding | 5,479 | 100 % | $245,898 | $233,296 | $-12,602 | -5.12 % | $-12,602 | | | | | | News Article | History of Eligman Global Fund Series Inc-Global Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Advisor Series I-Value Fund | Multi-Cap Value | 25,814 | Sold Some | -2,300 | -8.18 % | $1,158,532 | $1,099,160 | $-59,372 | -5.12 % | $5,290 | | | | | | News Article | History of Fidelity Advisor Series I-Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Advisor Series Viii-Diversified International Fund | International Multi-Cap Core | 441,200 | Added More | 132,700 | 43.01 % | $19,801,056 | $18,786,296 | $-1,014,760 | -5.12 % | $-305,210 | | | | | | News Article | History of Fidelity Advisor Series Viii-Diversified International Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Advisor Series Viii-Japan Fund | Japanese | | Sold All | -940,000 | -100 % | | | | -5.12 % | $2,162,000 | | | | | | News Article | History of Fidelity Advisor Series Viii-Japan Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Advisor Series Viii-Overseas Fund | International Large-Cap Core | 39,000 | Added More | 30,500 | 358.82 % | $1,750,320 | $1,660,620 | $-89,700 | -5.12 % | $-70,150 | | | | | | News Article | History of Fidelity Advisor Series Viii-Overseas Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Advisor Series Viii-Value Leaders Fund | Multi-Cap Core | 77,840 | Sold Some | -11,400 | -12.77 % | $3,493,459 | $3,314,427 | $-179,032 | -5.12 % | $26,220 | | | | | | News Article | History of Fidelity Advisor Series Viii-Value Leaders Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Beacon Street Trust-Fidelity Tax Managed Stock Fund | Specialty & Misc | 90,000 | New Holding | 90,000 | 100 % | $4,039,200 | $3,832,200 | $-207,000 | -5.12 % | $-207,000 | | | | | | News Article | History of Fidelity Beacon Street Trust-Fidelity Tax Managed Stock Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Capital Trust-Fidelity Capital Appreciation Fund | Specialty & Misc | | Sold All | -1,061,685 | -100 % | | | | -5.12 % | $2,441,876 | | | | | | News Article | History of Fidelity Capital Trust-Fidelity Capital Appreciation Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Capital Trust-Fidelity Disciplined Equity Fund | Specialty & Misc | 8,200,000 | Added More | 2,900,000 | 54.71 % | $368,016,000 | $349,156,000 | $-18,860,000 | -5.12 % | $-6,670,000 | | | | | | News Article | History of Fidelity Capital Trust-Fidelity Disciplined Equity Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Capital Trust-Fidelity Focused Stock Fund | Specialty & Misc | 148,300 | Added More | 10,300 | 7.46 % | $6,655,704 | $6,314,614 | $-341,090 | -5.12 % | $-23,690 | | | | | | News Article | History of Fidelity Capital Trust-Fidelity Focused Stock Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Capital Trust-Fidelity Stock Selector | Specialty & Misc | 322,100 | Sold Some | -31,800 | -8.98 % | $14,455,848 | $13,715,018 | $-740,830 | -5.12 % | $73,140 | | | | | | News Article | History of Fidelity Capital Trust-Fidelity Stock Selector Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Charles Street Trust-Fidelity Global Balanced Fund | Global Flex Port | 162,600 | Added More | 78,800 | 94.03 % | $7,297,488 | $6,923,508 | $-373,980 | -5.12 % | $-181,240 | | | | | | News Article | History of Fidelity Charles Street Trust-Fidelity Global Balanced Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Commonwealth Trust-Fidelity Large Cap Stock Fund | Large-Cap Core | 631,161 | Added More | 90,642 | 16.76 % | $28,326,506 | $26,874,835 | $-1,451,670 | -5.12 % | $-208,477 | | | | | | News Article | History of Fidelity Commonwealth Trust-Fidelity Large Cap Stock Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Commonwealth Trust-Spartan 500 Index Fund | S&P 500 Index | 5,618,785 | Added More | 415,635 | 7.98 % | $252,171,071 | $239,247,865 | $-12,923,206 | -5.12 % | $-955,961 | | | | | | News Article | History of Fidelity Commonwealth Trust-Spartan 500 Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Investment Trust-Fidelity Europe Fund | European Region | 357,400 | Added More | 23,200 | 6.94 % | $16,040,112 | $15,218,092 | $-822,020 | -5.12 % | $-53,360 | | | | | | News Article | History of Fidelity Investment Trust-Fidelity Europe Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Investment Trust-Fidelity International Discovery Fund | Global Flex Port | 4,253,800 | New Holding | 4,253,800 | 100 % | $190,910,544 | $181,126,804 | $-9,783,740 | -5.12 % | $-9,783,740 | | | | | | News Article | History of Fidelity Investment Trust-Fidelity International Discovery Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Investment Trust-Fidelity Worldwide Fund | Specialty & Misc | 357,400 | Sold Some | -22,600 | -5.94 % | $16,040,112 | $15,218,092 | $-822,020 | -5.12 % | $51,980 | | | | | | News Article | History of Fidelity Investment Trust-Fidelity Worldwide Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-CSR | George Putnam Fund Of Boston-George Putnam Fund Of Boston | Mixed-Asset Target Allocation Moderate | 842,100 | Sold Some | -31,100 | -3.56 % | $37,793,448 | $35,856,618 | $-1,936,830 | -5.12 % | $71,530 | | | | | | News Article | History of George Putnam Fund Of Boston-George Putnam Fund Of Boston Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Hancock John Investment Trust Ma-Balanced Fund | Flexible Portfolio | 111,022 | New Holding | 111,022 | 100 % | $4,982,667 | $4,727,317 | $-255,351 | -5.12 % | $-255,351 | | | | | | News Article | History of Hancock John Investment Trust Ma-Balanced Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Icap Funds Inc-Mainstay Icap Equity Fund | Specialty & Misc | | Sold All | -833,666 | -100 % | | | | -5.12 % | $1,917,432 | | | | | | News Article | History of Icap Funds Inc-Mainstay Icap Equity Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Icap Funds Inc-Mainstay Icap Global Fund | Global Flex Port | | Sold All | -18,300 | -100 % | | | | -5.12 % | $42,090 | | | | | | News Article | History of Icap Funds Inc-Mainstay Icap Global Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust-Ishares Dow Jones Select Dividend Index Fund | Specialty & Misc | | Sold All | -1,620,385 | -100 % | | | | -5.12 % | $3,726,886 | | | | | | News Article | History of Ishares Trust-Ishares Dow Jones Select Dividend Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust-Ishares Kld 400 Social Index Fund | Specialty & Misc | 66,771 | Added More | 7,481 | 12.61 % | $2,996,682 | $2,843,109 | $-153,573 | -5.12 % | $-17,206 | | | | | | News Article | History of Ishares Trust-Ishares Kld 400 Social Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust-Ishares Kld Select Social Index Fund | Specialty & Misc | 43,576 | No Compare | | | $1,955,691 | $1,855,466 | $-100,225 | -5.12 % | | | | | | | News Article | History of Ishares Trust-Ishares Kld Select Social Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust-Ishares Morningstar Large Value Index Fund | Large-Cap Value | 290,633 | Sold Some | -20,572 | -6.61 % | $13,043,609 | $12,375,153 | $-668,456 | -5.12 % | $47,316 | | | | | | News Article | History of Ishares Trust-Ishares Morningstar Large Value Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-CSR | Janus Investment Fund-Intech Risk-Managed Value Fund | No Data | 28,800 | No Compare | | | $1,292,544 | $1,226,304 | $-66,240 | -5.12 % | | | | | | | News Article | History of Janus Investment Fund-Intech Risk-Managed Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Balanced Fund | Mixed-Asset Target Allocation Moderate | | Sold All | -630,645 | -100 % | | | | -5.12 % | $1,450,484 | | | | | | News Article | History of Janus Investment Fund-Janus Balanced Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-CSR | Janus Investment Fund-Janus Forty Fund | No Data | 4,265,460 | No Compare | | | $191,433,845 | $181,623,287 | $-9,810,558 | -5.12 % | | | | | | | News Article | History of Janus Investment Fund-Janus Forty Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Fund | Large-Cap Growth | 3,358,285 | Added More | 188,685 | 5.95 % | $150,719,831 | $142,995,775 | $-7,724,056 | -5.12 % | $-433,976 | | | | | | News Article | History of Janus Investment Fund-Janus Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Global Opportunities Fund | Global Multi-Cap Value | 35,030 | Sold Some | -41,075 | -53.97 % | $1,572,146 | $1,491,577 | $-80,569 | -5.12 % | $94,473 | | | | | | News Article | History of Janus Investment Fund-Janus Global Opportunities Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Global Research Fund | Global Flex Port | 41,688 | Added More | 2,972 | 7.67 % | $1,870,957 | $1,775,075 | $-95,882 | -5.12 % | $-6,836 | | | | | | News Article | History of Janus Investment Fund-Janus Global Research Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Overseas Fund | International Multi-Cap Growth | 619,125 | New Holding | 619,125 | 100 % | $27,786,330 | $26,362,343 | $-1,423,988 | -5.12 % | $-1,423,988 | | | | | | News Article | History of Janus Investment Fund-Janus Overseas Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Research Fund | Global Multi-Cap Growth | 524,031 | Added More | 147,336 | 39.11 % | $23,518,511 | $22,313,240 | $-1,205,271 | -5.12 % | $-338,873 | | | | | | News Article | History of Janus Investment Fund-Janus Research Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Janus Investment Fund-Janus Twenty Fund | Large-Cap Growth | 7,223,190 | Added More | 1,194,490 | 19.81 % | $324,176,767 | $307,563,430 | $-16,613,337 | -5.12 % | $-2,747,327 | | | | | | News Article | History of Janus Investment Fund-Janus Twenty Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-CSR | Janus Investment Fund-Perkins Large Cap Value Fund | No Data | 8,535 | No Compare | | | $383,051 | $363,420 | $-19,631 | -5.12 % | | | | | | | News Article | History of Janus Investment Fund-Perkins Large Cap Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust-Jackson Perspective Index 5 Fund | Specialty & Misc | 3,765 | Sold Some | -3,869 | -50.68 % | $168,973 | $160,314 | $-8,660 | -5.12 % | $8,899 | | | | | | News Article | History of Jnl Investors Series Trust-Jackson Perspective Index 5 Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Johnsonfamily Funds Inc-Johnsonfamily Large Cap Value Fund | Large-Cap Value | 5,070 | Sold Some | -12,135 | -70.53 % | $227,542 | $215,881 | $-11,661 | -5.12 % | $27,911 | | | | | | News Article | History of Johnsonfamily Funds Inc-Johnsonfamily Large Cap Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds-Mainstay Capital Appreciation Fund | Large-Cap Growth | 121,500 | New Holding | 121,500 | 100 % | $5,452,920 | $5,173,470 | $-279,450 | -5.12 % | $-279,450 | | | | | | News Article | History of Mainstay Funds-Mainstay Capital Appreciation Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds-Mainstay Common Stock Fund | Large-Cap Core | | Sold All | -109,445 | -100 % | | | | -5.12 % | $251,724 | | | | | | News Article | History of Mainstay Funds-Mainstay Common Stock Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds-Mainstay Equity Index Fund | Specialty & Misc | | Sold All | -99,646 | -100 % | | | | -5.12 % | $229,186 | | | | | | News Article | History of Mainstay Funds-Mainstay Equity Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds-Mainstay Large Cap Growth Fund | Large-Cap Growth | 1,370,800 | New Holding | 1,370,800 | 100 % | $61,521,504 | $58,368,664 | $-3,152,840 | -5.12 % | $-3,152,840 | | | | | | News Article | History of Mainstay Funds-Mainstay Large Cap Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Mainstay Funds-Mainstay Map Fund | Multi-Cap Core | | Sold All | -575,350 | -100 % | | | | -5.12 % | $1,323,305 | | | | | | News Article | History of Mainstay Funds-Mainstay Map Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Managers Trust I-Managers Fremont Global Fund | Global Flex Port | 10,000 | Added More | 1,400 | 16.27 % | $448,800 | $425,800 | $-23,000 | -5.12 % | $-3,220 | | | | | | News Article | History of Managers Trust I-Managers Fremont Global Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Manning And Napier Fund Inc Ny-Technology Serie | Science & Tech | 42,756 | New Holding | 42,756 | 100 % | $1,918,889 | $1,820,550 | $-98,339 | -5.12 % | $-98,339 | | | | | | News Article | History of Manning And Napier Fund Inc Ny-Technology Serie Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Northern Lights Fund Trust-Kcm Macro Trends Fund | No Data | 18,000 | New Holding | 18,000 | 100 % | $807,840 | $766,440 | $-41,400 | -5.12 % | $-41,400 | | | | | | News Article | History of Northern Lights Fund Trust-Kcm Macro Trends Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Oppenheimer Quest For Value Funds-Oppenheimer Quest Balanced Fund | Flexible Portfolio | | Sold All | -1,081,700 | -100 % | | | | -5.12 % | $2,487,910 | | | | | | News Article | History of Oppenheimer Quest For Value Funds-Oppenheimer Quest Balanced Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Oppenheimer Quest For Value Funds-Oppenheimer Quest Opportunity Value Fund | Flexible Portfolio | | Sold All | -537,400 | -100 % | | | | -5.12 % | $1,236,020 | | | | | | News Article | History of Oppenheimer Quest For Value Funds-Oppenheimer Quest Opportunity Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Oppenheimer Select Value Fund-Oppenheimer Select Value Fund | Multi-Cap Value | | Sold All | -44,610 | -100 % | | | | -5.12 % | $102,603 | | | | | | News Article | History of Oppenheimer Select Value Fund-Oppenheimer Select Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-CSR | Putnam Investment Funds-Putnam Growth Opportunities Fund | Large-Cap Growth | 124,000 | Added More | 91,400 | 280.36 % | $5,565,120 | $5,279,920 | $-285,200 | -5.12 % | $-210,220 | | | | | | News Article | History of Putnam Investment Funds-Putnam Growth Opportunities Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-CSR | Putnam Investment Funds-Putnam Research Fund | No Data | 108,750 | Added More | 2,100 | 1.96 % | $4,880,700 | $4,630,575 | $-250,125 | -5.12 % | $-4,830 | | | | | | News Article | History of Putnam Investment Funds-Putnam Research Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-CSR | Putnam Investors Fund-Putnam Investors Fund | Large-Cap Core | | Sold All | -919,300 | -100 % | | | | -5.12 % | $2,114,390 | | | | | | News Article | History of Putnam Investors Fund-Putnam Investors Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Riversource Global Series Inc-Riversource Global Equity Fund | Global Large-Cap Growth | 267,487 | Added More | 35,831 | 15.46 % | $12,004,817 | $11,389,596 | $-615,220 | -5.12 % | $-82,411 | | | | | | News Article | History of Riversource Global Series Inc-Riversource Global Equity Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co-Emerging Markets Fund | Emerging Markets | 143,520 | New Holding | 143,520 | 100 % | $6,441,178 | $6,111,082 | $-330,096 | -5.12 % | $-330,096 | | | | | | News Article | History of Russell Investment Co-Emerging Markets Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co-Global Equity Fund | Global Multi-Cap Core | 570,221 | New Holding | 570,221 | 100 % | $25,591,518 | $24,280,010 | $-1,311,508 | -5.12 % | $-1,311,508 | | | | | | News Article | History of Russell Investment Co-Global Equity Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co-International Fund | International Multi-Cap Core | | Sold All | -115,720 | -100 % | | | | -5.12 % | $266,156 | | | | | | News Article | History of Russell Investment Co-International Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co-Select Value Fund | Multi-Cap Value | 127,630 | Sold Some | -4,770 | -3.60 % | $5,728,034 | $5,434,485 | $-293,549 | -5.12 % | $10,971 | | | | | | News Article | History of Russell Investment Co-Select Value Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Target Portfolio Trust-Large Capitalization Growth | Large-Cap Growth | 154,309 | New Holding | 154,309 | 100 % | $6,925,388 | $6,570,477 | $-354,911 | -5.12 % | $-354,911 | | | | | | News Article | History of Target Portfolio Trust-Large Capitalization Growth Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Van Kampen Trust Ii-Global Tactical Asset Allocation Fund | No Data | 3,200 | New Holding | 3,200 | 100 % | $143,616 | $136,256 | $-7,360 | -5.12 % | $-7,360 | | | | | | News Article | History of Van Kampen Trust Ii-Global Tactical Asset Allocation Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-Q | Vanguard International Equity Index Funds-Vanguard Total World Stock Index Fund | No Data | 83,000 | Added More | 16,300 | 24.43 % | $3,725,040 | $3,534,140 | $-190,900 | -5.12 % | $-37,490 | | | | | | News Article | History of Vanguard International Equity Index Funds-Vanguard Total World Stock Index Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-29 | 2009-07-31 | N-CSRS | Vanguard Specialized Funds-Vanguard Dividend Growth Fund | Multi-Cap Growth | 1,099,100 | No Change | 0 | 0 % | $49,327,608 | $46,799,678 | $-2,527,930 | -5.12 % | $0 | | | | | | News Article | History of Vanguard Specialized Funds-Vanguard Dividend Growth Fund Ownership Of Jpmorgan Chase And Co |
| 2009-09-28 | 2009-07-31 | N-Q | Aberdeen Funds-Aberdeen Global Financial Services Fund | No Data | | Sold All | -52,540 | -100 % | | | | -4.97 % | $1 |
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