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

Institutional Holders (2016Q2)
Portfolio Summary: 1,882 Institutional holders with a total value of $170,348,944,300.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Creative Planning 500 0 0.00% Call
2 Kovack Advisors, Inc. 6 0 0.00% Put
3 Kovack Advisors, Inc. 1 0 0.00% Call
4 FNY Managed Accounts LLC 40 200 0.00% Call
5 Creative Planning 600 1,000 0.00% Put
6 SUMMIT SECURITIES GROUP LLC 200 1,000 0.00% Put
7 Raymond James Financial Services Advisors, Inc. 23,400 1,000 0.00% Call
8 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 48 3,000 0.00%
9 CEDAR WEALTH MANAGEMENT, LLC 45 3,000 0.00%
10 Beacon Capital Management, Inc. 50 3,000 0.00%
11 ROBLE, BELKO & COMPANY, INC 61 4,000 0.00%
12 INVICTUS RG 60 4,000 0.00%
13 TD Capital Management LLC 109 7,000 0.00%
14 HAP Trading, LLC 23,600 8,000 0.00% Put
15 WEALTHCARE CAPITAL MANAGEMENT LLC 128 8,000 0.00%
16 WAYNE HUMMER INVESTMENTS L.L.C. 11,402 9,000 0.00%
17 GLG Partners LP 196 12,000 0.00%
18 NORTHSTAR INVESTMENT ADVISORS LLC 3,426 13,000 0.00%
19 M&T BANK CORP 35 14,000 0.00% Call
20 WELLS FARGO & COMPANY/MN 10,500 14,000 0.00% Put
21 SHARKEY, HOWES & JAVER 252 16,000 0.00%
22 BANK OF MONTREAL /CAN/ 268 17,000 0.00% Call
23 SOLARIS ASSET MANAGEMENT LLC 300 19,000 0.00%
24 Cordasco Financial Network 333 21,000 0.00%
25 HERNDON CAPITAL MANAGEMENT LLC 337 21,000 0.00%
26 Ironwood Financial, llc 344 21,000 0.00%
27 CUTLER GROUP LLC / CA 410 25,000 0.00%
28 REGAL WEALTH GROUP, INC. 458 28,000 0.00%
29 YCG, LLC 463 29,000 0.00%
30 Corbenic Partners LLC 476 30,000 0.00%
31 D'Orazio & Associates, Inc. 479 30,000 0.00%
32 SRH ADVISORS, LLC 558 35,000 0.00%
33 New Harbor Financial Group, LLC 597 37,000 0.00%
34 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 616 38,000 0.00%
35 Franklin, Parlapiano, Turner & Welch, LLC 645 40,000 0.00%
36 RAYMOND JAMES & ASSOCIATES 89,700 40,000 0.00% Call
37 HEFTY WEALTH PARTNERS 654 40,000 0.00%
38 J.SAFRA ASSET MANAGEMENT CORP 683 42,000 0.00%
39 GAM SYSTEMATIC LLP 692 43,000 0.00%
40 BUTENSKY & COHEN FINANCIAL SECURITY, INC 705 44,000 0.00%
41 Private Ocean, LLC 740 46,000 0.00%
42 OGOREK ANTHONY JOSEPH /NY/ /ADV 864 53,000 0.00%
43 NewSquare Capital LLC 895 56,000 0.00%
44 TAYLOR WEALTH MANAGEMENT PARTNERS 900 56,000 0.00%
45 KELMAN-LAZAROV, INC. 925 56,666 0.00%
46 Tortoise Investment Management, LLC 929 58,000 0.00%
47 BLACKHILL CAPITAL INC 1,000 62,000 0.00%
48 Mitsubishi UFJ Securities Holdings Co., Ltd. 1,030 64,000 0.00%
49 AlphaMark Advisors, LLC 1,068 66,000 0.00%
50 RISK PARADIGM GROUP, LLC 1,114 69,223 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.