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

Institutional Holders (2017Q1)
Portfolio Summary: 2,128 Institutional holders with a total value of $238,465,216,659.
#
Manager Name
Shares
Value ($)
%
Options
Notes
2101 WATERMARK ASSET MANAGEMENT, INC. 339 30,000 0.00%
2102 M&T BANK CORP 47 29,000 0.00% Call
2103 ROYAL FUND MANAGEMENT, LLC 314 27,000 0.00%
2104 FNY Managed Accounts LLC 300 26,000 0.00%
2105 HANSEATIC MANAGEMENT SERVICES INC 292 26,000 0.00%
2106 BANK OF MONTREAL /CAN/ 268 24,000 0.00% Call
2107 HEFTY WEALTH PARTNERS 229 20,000 0.00%
2108 HOLLOWAY WEALTH MANAGEMENT, LLC 190 17,000 0.00% PRN
2109 AGF INVESTMENTS LLC 172 16,000 0.00%
2110 D. SCOTT NEAL, INC. 167 15,000 0.00%
2111 SYMMETRY PARTNERS, LLC 132 12,000 0.00%
2112 WEALTHCARE CAPITAL MANAGEMENT LLC 116 10,000 0.00%
2113 Creative Planning 700 8,000 0.00% Call
2114 Ranger Investment Management, L.P. 93 8,000 0.00%
2115 KINGSVIEW WEALTH MANAGEMENT, LLC 500 6,000 0.00% Call
2116 HighTower Advisors, LLC 1,800 5,000 0.00% Put
2117 Beacon Capital Management, Inc. 55 5,000 0.00%
2118 CEDAR WEALTH MANAGEMENT, LLC 45 4,000 0.00%
2119 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 45 4,000 0.00%
2120 Raymond James Financial Services Advisors, Inc. 13,900 3,000 0.00% Call
2121 Financial Engines Advisors L.L.C. 35 3,000 0.00%
2122 Creative Planning 1,700 3,000 0.00% Put
2123 Lenox Wealth Advisors, LLC 34 3,000 0.00%
2124 HARFST & ASSOCIATES, INC. 25 2,000 0.00%
2125 Ranger International Management, LP 14,830 1,303 0.00%
2126 Kovack Advisors, Inc. 1 1,000 0.00% Call
2127 Neuberger Berman Canada ULC 50 1,000 0.00% Put
2128 Kovack Advisors, Inc. 6 0 0.00% Put
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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.