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

Institutional Holders (2016Q3)
Portfolio Summary: 1,889 Institutional holders with a total value of $178,425,242,914.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Kovack Advisors, Inc. 6 0 0.00% Put
2 Kovack Advisors, Inc. 1 0 0.00% Call
3 Creative Planning 600 0 0.00% Put
4 Creative Planning 1,500 1,000 0.00% Call
5 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 35 2,000 0.00%
6 CEDAR WEALTH MANAGEMENT, LLC 45 3,000 0.00%
7 HAP Trading, LLC 19,200 3,000 0.00% Put
8 Beacon Capital Management, Inc. 50 3,000 0.00%
9 Orion Porfolio Solutions, LLC 79 5,000 0.00%
10 New Harbor Financial Group, LLC 100 6,000 0.00% Put
11 New Harbor Financial Group, LLC 100 6,000 0.00%
12 EQUITEC SPECIALISTS, LLC 100 7,000 0.00%
13 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 112 7,000 0.00%
14 WEALTHCARE CAPITAL MANAGEMENT LLC 128 9,000 0.00%
15 NORTHSTAR INVESTMENT ADVISORS LLC 8,806 9,000 0.00%
16 WELLS FARGO & COMPANY/MN 17,200 10,000 0.00% Put
17 Bluefin Trading, LLC 13,200 12,000 0.00% Put
18 ACROSPIRE INVESTMENT MANAGEMENT LLC 200 13,000 0.00%
19 SHARKEY, HOWES & JAVER 252 17,000 0.00%
20 Tortoise Investment Management, LLC 295 20,000 0.00%
21 Cordasco Financial Network 333 21,000 0.00%
22 M&T BANK CORP 39 21,000 0.00% Call
23 Ironwood Financial, llc 344 23,000 0.00%
24 HERNDON CAPITAL MANAGEMENT LLC 339 23,000 0.00%
25 ROBLE, BELKO & COMPANY, INC 357 24,000 0.00%
26 J.SAFRA ASSET MANAGEMENT CORP 383 26,000 0.00%
27 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 387 26,000 0.00%
28 REGAL WEALTH GROUP, INC. 459 31,000 0.00%
29 D'Orazio & Associates, Inc. 478 31,000 0.00%
30 Corbenic Partners LLC 476 32,000 0.00%
31 HORAN SECURITIES, INC. 483 33,000 0.00%
32 Elite Wealth Management, Inc. 523 35,000 0.00%
33 SRH ADVISORS, LLC 558 37,000 0.00%
34 Franklin, Parlapiano, Turner & Welch, LLC 645 43,000 0.00%
35 RWC Asset Management LLP 650 43,000 0.00%
36 Cupps Capital Management, LLC 720 47,000 0.00%
37 BUTENSKY & COHEN FINANCIAL SECURITY, INC 705 47,000 0.00%
38 SOLARIS ASSET MANAGEMENT LLC 735 49,000 0.00%
39 Private Ocean, LLC 740 49,000 0.00%
40 OGOREK ANTHONY JOSEPH /NY/ /ADV 864 57,000 0.00%
41 Assured Investment Management LLC 855 57,000 0.00%
42 TAYLOR WEALTH MANAGEMENT PARTNERS 900 60,000 0.00%
43 TD Capital Management LLC 909 61,000 0.00%
44 RAYMOND JAMES & ASSOCIATES 119,400 63,000 0.00% Call
45 Live Your Vision, LLC 958 64,000 0.00%
46 EDMOND DE ROTHSCHILD (MONACO) 965 64,000 0.00%
47 NewSquare Capital LLC 972 65,000 0.00%
48 Lenox Wealth Advisors, LLC 997 66,000 0.00%
49 KELMAN-LAZAROV, INC. 995 66,267 0.00%
50 HAP Trading, LLC 42,200 67,000 0.00% Call
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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.