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

Institutional Holders (2016Q1)
Portfolio Summary: 1,874 Institutional holders with a total value of $163,547,987,831.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Kovack Advisors, Inc. 6 0 0.00% Put
2 CI INVESTMENTS INC. 3 0 0.00%
3 Creative Planning 500 0 0.00% Call
4 Kovack Advisors, Inc. 1 0 0.00% Call
5 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 32 2,000 0.00%
6 Creative Planning 600 2,000 0.00% Put
7 Beacon Capital Management, Inc. 50 3,000 0.00%
8 MOISAND FITZGERALD TAMAYO, LLC 58 3,000 0.00%
9 Raymond James Financial Services Advisors, Inc. 22,500 3,000 0.00% Call
10 CEDAR WEALTH MANAGEMENT, LLC 59 3,000 0.00%
11 ROBLE, BELKO & COMPANY, INC 61 4,000 0.00%
12 PINKERTON WEALTH, LLC 58 4,000 0.00%
13 Parasol Investment Management, LLC 80 5,000 0.00%
14 TD Capital Management LLC 109 6,000 0.00%
15 BANK OF MONTREAL /CAN/ 100 6,000 0.00% Call
16 WEALTHCARE CAPITAL MANAGEMENT LLC 116 7,000 0.00%
17 M&T BANK CORP 3,700 11,000 0.00% Call
18 Point72 Hong Kong Ltd 200 12,000 0.00%
19 INVICTUS RG 203 12,000 0.00%
20 FIRST NEW YORK SECURITIES LLC /NY 200 12,000 0.00% Call
21 GLG Partners LP 196 12,000 0.00%
22 Raymond James Financial Services Advisors, Inc. 11,500 13,000 0.00% Put
23 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 214 13,000 0.00%
24 SHARKEY, HOWES & JAVER 252 15,000 0.00%
25 WOLVERINE ASSET MANAGEMENT LLC 340 16,000 0.00% Put
26 SOLARIS ASSET MANAGEMENT LLC 300 18,000 0.00%
27 RAYMOND JAMES & ASSOCIATES 71,400 20,000 0.00% Call
28 Ironwood Financial, llc 344 20,000 0.00%
29 Cordasco Financial Network 333 20,000 0.00%
30 US FINANCIAL ADVISORS, LLC 377 22,000 0.00%
31 Camarda Financial Advisors, LLC 403 24,000 0.00%
32 YCG, LLC 463 27,000 0.00%
33 HAP Trading, LLC 27,100 27,000 0.00% Call
34 REGAL WEALTH GROUP, INC. 456 27,000 0.00%
35 Corbenic Partners LLC 476 28,000 0.00%
36 D'Orazio & Associates, Inc. 478 28,000 0.00%
37 Franklin, Parlapiano, Turner & Welch, LLC 486 29,000 0.00%
38 HAP Trading, LLC 23,300 31,000 0.00% Put
39 Ballentine Partners, LLC 516 31,000 0.00%
40 HEFTY WEALTH PARTNERS 550 32,000 0.00%
41 Spectrum Management Group, LLC 618 37,000 0.00%
42 Vident Investment Advisory, LLC 2,215,658 38,000 0.00%
43 Transamerica Financial Advisors, LLC 650 39,000 0.00%
44 BUTENSKY & COHEN FINANCIAL SECURITY, INC 705 42,000 0.00%
45 Private Ocean, LLC 740 44,000 0.00%
46 SRH ADVISORS, LLC 745 44,000 0.00%
47 Thomas J. Herzfeld Advisors, Inc. 759 45,000 0.00%
48 FIRST NEW YORK SECURITIES LLC /NY 250 45,125 0.00% Put
49 PROFICIO CAPITAL PARTNERS LLC 790 47,000 0.00%
50 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 804 48,000 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.