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

Institutional Holders (2014Q2)
Portfolio Summary: 290 Institutional holders with a total value of $3,176,275,835.
#
Manager Name
Shares
Value ($)
%
Options
Notes
251 SeaBridge Investment Advisors LLC 2,810 147,000 0.00%
252 FARMERS & MERCHANTS INVESTMENTS INC 2,565 134,000 0.00%
253 Independent Portfolio Consultants, Inc. 2,425 127,000 0.00%
254 KANALY TRUST CO 2,200 115,000 0.00%
255 Horrell Capital Management, Inc. 2,190 115,000 0.00%
256 B. Riley Wealth Advisors, Inc. 2,154 112,827 0.00%
257 ENTERPRISE FINANCIAL SERVICES CORP 2,070 108,000 0.00%
258 Cordasco Financial Network 2,000 105,000 0.00%
259 CENTRAL TRUST Co 1,985 104,000 0.00%
260 DEUTSCHE BANK AG\ 1,917 100,000 0.00% Call
261 DEUTSCHE BANK AG\ 1,917 100,000 0.00% Put
262 Strategic Capital Group LLC 1,860 97,000 0.00%
263 Manchester Capital Management LLC 1,723 90,000 0.00%
264 DELTA ASSET MANAGEMENT LLC/TN 1,585 83,000 0.00%
265 WESTPORT RESOURCES MANAGEMENT INC 1,560 82,000 0.00%
266 Transamerica Financial Advisors, LLC 1,468 77,000 0.00%
267 Smithfield Trust Co 1,140 60,000 0.00%
268 Covenant Multifamily Offices, LLC 1,030 54,000 0.00%
269 TRUST CO OF VERMONT 1,000 52,000 0.00%
270 Mizuho Asset Management Co.,Ltd. 939 49,000 0.00%
271 FOUNDERS BANK & TRUST 920 48,000 0.00%
272 HAP Trading, LLC 49,100 47,000 0.00% Call
273 Barrett Asset Management, LLC 850 45,000 0.00%
274 MUFG Americas Holdings Corp 860 45,000 0.00%
275 Kistler-Tiffany Companies, LLC 713 37,000 0.00%
276 SECURITY NATIONAL TRUST CO 550 29,000 0.00%
277 FEDERATED HERMES, INC. 500 26,000 0.00%
278 Ground Swell Capital, LLC 400 21,000 0.00%
279 Capital Analysts, LLC 354 18,546 0.00%
280 Shamrock Asset Management LLC 349 18,000 0.00%
281 Waverly Advisors, LLC 300 16,000 0.00%
282 HIGH POINT BANK & TRUST CO 300 16,000 0.00%
283 Partnervest Advisory Services LLC 286 15,000 0.00%
284 BENJAMIN F. EDWARDS & COMPANY, INC. 267 14,000 0.00%
285 Madden Advisory Services, Inc. 240 13,000 0.00%
286 ASSETMARK, INC 219 11,000 0.00%
287 Joel Isaacson & Co., LLC 200 10,000 0.00%
288 SIGNATUREFD, LLC 126 7,000 0.00%
289 Gemmer Asset Management LLC 50 3,000 0.00%
290 Gradient Investments LLC 21 1,000 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.