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

Institutional Holders (2014Q4)
Portfolio Summary: 324 Institutional holders with a total value of $3,018,182,992.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 EVERMAY WEALTH MANAGEMENT LLC 249,787 11,478,000 0.38% PRN
52 Wharton Business Group, LLC 239,955 11,026,000 0.37%
53 JANE STREET GROUP, LLC 237,400 10,908,000 0.36% Put
54 Neuberger Berman Group LLC 236,591 10,871,000 0.36%
55 Mosaic Financial Partners, Inc. 227,251 10,442,000 0.35%
56 RAYMOND JAMES & ASSOCIATES 215,375 9,896,000 0.33%
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 215,300 9,893,000 0.33% Put
58 THOMASPARTNERS, INC. 213,711 9,820,000 0.33%
59 Robert W. Baird & Co. Inc 212,587 9,768,000 0.32%
60 FIFTH THIRD BANCORP 210,480 9,672,000 0.32%
61 Cetera Advisor Networks LLC 205,392 9,445,000 0.31%
62 BLAIR WILLIAM & CO/IL 205,433 9,439,000 0.31%
63 Mariner, LLC 204,695 9,406,000 0.31%
64 TEXAS CAPITAL BANCSHARES INC/TX 203,656 9,358,000 0.31% PRN
65 COLONY GROUP LLC 186,093 8,551,000 0.28%
66 Private Advisor Group, LLC 183,381 8,426,000 0.28%
67 M&T BANK CORP 182,764 8,398,000 0.28%
68 JANE STREET GROUP, LLC 180,939 8,314,000 0.28%
69 HARVEST CAPITAL MANAGEMENT INC 180,650 8,301,000 0.28%
70 ZACKS INVESTMENT MANAGEMENT 179,721 8,258,000 0.27%
71 DAVIDSON & GARRARD INC 172,240 7,914,000 0.26%
72 BRINKER CAPITAL INC 168,298 7,733,000 0.26%
73 COUNTRY TRUST BANK 165,349 7,597,787 0.25%
74 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 160,026 7,353,000 0.24%
75 Capital Investment Advisors, LLC 158,276 7,273,000 0.24%
76 MOTCO 158,149 7,267,000 0.24%
77 Camarda Financial Advisors, LLC 150,682 6,924,000 0.23%
78 AMERIPRISE FINANCIAL INC 153,762 6,894,000 0.23%
79 HighTower Advisors, LLC 141,986 6,524,000 0.22%
80 Atlantic Union Bankshares Corp 138,249 6,352,000 0.21%
81 Advisory Alpha, LLC 137,547 6,319,000 0.21%
82 Veritable, L.P. 134,290 6,171,000 0.20%
83 PLANNING ALTERNATIVES LTD /ADV 123,618 5,680,000 0.19%
84 Stratford Consulting, LLC 122,217 5,616,000 0.19%
85 Independent Portfolio Consultants, Inc. 121,107 5,565,000 0.18%
86 CAPTRUST FINANCIAL ADVISORS 116,732 5,364,000 0.18%
87 ASPIRIANT, LLC 116,262 5,342,000 0.18%
88 Steinberg Global Asset Management 113,511 5,216,000 0.17%
89 FIDUCIARY SERVICES CORP/GA 113,288 5,206,000 0.17%
90 Bouchey Financial Group Ltd 113,138 5,199,000 0.17%
91 Round Table Services, LLC 110,518 5,078,000 0.17%
92 EATON VANCE MANAGEMENT 109,880 5,049,000 0.17%
93 CHOREO, LLC 107,441 4,937,000 0.16%
94 WASHINGTON TRUST Co 103,711 4,765,000 0.16%
95 Hilton Capital Management, LLC 102,651 4,717,000 0.16% PRN
96 Live Your Vision, LLC 111,436 4,658,000 0.15%
97 KINGS POINT CAPITAL MANAGEMENT 101,269 4,653,000 0.15%
98 Southpoint Capital Advisors LP 100,000 4,595,000 0.15%
99 NatWest Group plc 99,376 4,566,000 0.15%
100 Edge Wealth Management LLC 98,475 4,551,000 0.15%
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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.