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JPMORGAN CHASE & CO
JPMORGAN CHASE & CO. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 1,773 Institutional holders with a total value of $173,552,930,683.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CI INVESTMENTS INC. 3 0 0.00%
2 Kovack Advisors, Inc. 2 0 0.00% Call
3 Kovack Advisors, Inc. 6 0 0.00% Put
4 Spectrum Management Group, LLC 18 1,000 0.00%
5 Creative Planning 1,000 2,000 0.00% Call
6 Beacon Capital Management, Inc. 55 3,000 0.00%
7 Baltimore-Washington Financial Advisors, Inc. 69 4,000 0.00%
8 REZNY WEALTH MANAGEMENT, INC. 69 4,000 0.00%
9 Ruggie Capital Group 58 4,000 0.00%
10 ROBLE, BELKO & COMPANY, INC 61 4,000 0.00%
11 Hurley Capital, LLC 61 4,180 0.00%
12 Camarda Financial Advisors, LLC 100 6,000 0.00%
13 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 113 7,000 0.00%
14 TD Capital Management LLC 109 7,000 0.00%
15 NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 137 8,000 0.00%
16 PINKERTON WEALTH, LLC 134 8,000 0.00%
17 Tortoise Investment Management, LLC 169 10,000 0.00%
18 Spot Trading L.L.C 168 10,000 0.00%
19 Cambria Investment Management, L.P. 179 11,000 0.00%
20 HANSEATIC MANAGEMENT SERVICES INC 198 12,000 0.00%
21 M&T BANK CORP 12,300 14,000 0.00% Call
22 Parasol Investment Management, LLC 246 15,000 0.00%
23 Syntal Capital Partners, LLC 262 15,000 0.00%
24 Dunvegan Associates, Inc. 270 16,000 0.00%
25 SHARKEY, HOWES & JAVER 252 16,000 0.00%
26 SOLARIS ASSET MANAGEMENT LLC 300 18,000 0.00%
27 Efficient Market Advisors, LLC 312 19,000 0.00%
28 HAP Trading, LLC 47,700 20,000 0.00% Put
29 Ironwood Financial, llc 344 21,000 0.00%
30 YCG, LLC 463 28,000 0.00%
31 Stevens First Principles Investment Advisors 500 30,000 0.00%
32 Aft, Forsyth & Sober, LLC 525 32,000 0.00%
33 RISK PARADIGM GROUP, LLC 544 33,168 0.00%
34 First Personal Financial Services 556 34,000 0.00%
35 Thomas J. Herzfeld Advisors, Inc. 639 39,000 0.00%
36 WOLVERINE ASSET MANAGEMENT LLC 113 40,000 0.00% Put
37 NewSquare Capital LLC 650 40,000 0.00%
38 US FINANCIAL ADVISORS, LLC 666 41,000 0.00%
39 First Washington CORP 700 43,000 0.00%
40 D'Orazio & Associates, Inc. 693 44,000 0.00%
41 SRH ADVISORS, LLC 745 45,000 0.00%
42 Private Ocean, LLC 740 45,000 0.00%
43 Winch Advisory Services, LLC 748 46,000 0.00%
44 Index Management Solutions, LLC 755 46,000 0.00%
45 Cordasco Financial Network 783 48,000 0.00%
46 BUTENSKY & COHEN FINANCIAL SECURITY, INC 821 50,000 0.00%
47 WEALTHCARE CAPITAL MANAGEMENT LLC 839 51,000 0.00%
48 CLEARY GULL HOLDINGS INC. 850 52,000 0.00%
49 Transamerica Financial Advisors, LLC 950 58,000 0.00%
50 BLACKHILL CAPITAL INC 1,000 61,000 0.00%
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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.