Dark
Light
System
Security
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 1,750 Institutional holders with a total value of $170,416,034,626.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Spectrum Management Group, LLC 18 1,000 0.00%
2 WOLVERINE ASSET MANAGEMENT LLC 272 1,000 0.00% Put
3 Cambria Investment Management, L.P. 32 2,000 0.00%
4 Beacon Capital Management, Inc. 50 3,000 0.00%
5 Lowe Wealth Advisors, LLC 50 3,000 0.00%
6 Camarda Financial Advisors, LLC 43 3,000 0.00%
7 Saiers Capital, LLC 180,000 3,000 0.00% Call
8 ROBLE, BELKO & COMPANY, INC 61 4,000 0.00%
9 Baltimore-Washington Financial Advisors, Inc. 58 4,000 0.00%
10 Index Management Solutions, LLC 78 5,000 0.00%
11 Creative Planning 1,000 6,000 0.00% Call
12 TD Capital Management LLC 109 7,000 0.00%
13 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 112 7,000 0.00%
14 Tortoise Investment Management, LLC 169 10,000 0.00%
15 HAP Trading, LLC 25,300 11,000 0.00% Put
16 Private Ocean, LLC 200 12,000 0.00%
17 Syntal Capital Partners, LLC 262 15,000 0.00%
18 Dunvegan Associates, Inc. 270 16,000 0.00%
19 M&T BANK CORP 5,000 17,000 0.00% Call
20 Efficient Market Advisors, LLC 300 18,000 0.00%
21 SOLARIS ASSET MANAGEMENT LLC 300 18,000 0.00%
22 RISK PARADIGM GROUP, LLC 300 18,174 0.00%
23 Thomas J. Herzfeld Advisors, Inc. 323 20,000 0.00%
24 US FINANCIAL ADVISORS, LLC 340 21,000 0.00%
25 Ironwood Financial, llc 344 21,000 0.00%
26 YCG, LLC 400 24,000 0.00%
27 CLEARY GULL INVESTMENT MANAGEMENT SERVICES INC /BD 450 27,000 0.00%
28 D'Orazio & Associates, Inc. 479 29,000 0.00%
29 NewSquare Capital LLC 480 29,000 0.00%
30 BUTENSKY & COHEN FINANCIAL SECURITY, INC 500 30,000 0.00%
31 First Personal Financial Services 501 31,000 0.00%
32 Aft, Forsyth & Sober, LLC 525 32,000 0.00%
33 Parasol Investment Management, LLC 527 32,000 0.00%
34 Clear Harbor Asset Management, LLC 10,000 33,000 0.00% Call
35 DEUTSCHE BANK AG\ 600 36,000 0.00% Put
36 WOLVERINE ASSET MANAGEMENT LLC 41 37,000 0.00% Call
37 Mitsubishi UFJ Securities Holdings Co., Ltd. 660 40,000 0.00%
38 Winch Advisory Services, LLC 704 43,000 0.00%
39 SRH ADVISORS, LLC 745 45,000 0.00%
40 Cordasco Financial Network 783 47,000 0.00%
41 Avior Wealth Management, LLC 765 47,000 0.00%
42 Gradient Investments LLC 849 51,000 0.00%
43 Lehman Financial Resources, Inc. 850 51,000 0.00%
44 Tradewinds Capital Management, LLC 901 55,000 0.00%
45 Transamerica Financial Advisors, LLC 951 58,000 0.00%
46 THOMPSON DAVIS & CO., INC. 951 58,000 0.00%
47 First Washington CORP 1,000 61,000 0.00%
48 BLACKHILL CAPITAL INC 1,000 61,000 0.00%
49 ClariVest Asset Management LLC 1,030 62,000 0.00%
50 ASSET ADVISORS CORP 1,032 63,000 0.00%
Page 1 of 35

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.