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

Institutional Holders (2015Q1)
Portfolio Summary: 315 Institutional holders with a total value of $2,854,872,269.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Gradient Investments LLC 21 1,000 0.00%
2 WEALTHFRONT CORP 13 1,000 0.00%
3 SIGNATUREFD, LLC 36 2,000 0.00%
4 ASSETMARK, INC 50 2,000 0.00%
5 MANAGED ACCOUNT ADVISORS LLC 50 2,000 0.00%
6 Nelson Capital Management, LLC 42 2,000 0.00%
7 MassMutual Private Wealth & Trust, FSB 84 3,595 0.00%
8 Clean Yield Group 95 4,000 0.00%
9 Ironwood Financial, llc 100 4,000 0.00%
10 Community Financial Services Group, LLC 100 4,000 0.00%
11 WASHINGTON TRUST BANK 120 5,000 0.00%
12 NewSquare Capital LLC 138 6,000 0.00%
13 BENJAMIN F. EDWARDS & COMPANY, INC. 140 6,000 0.00%
14 BlackRock Investment Management, LLC 151 6,000 0.00%
15 Parallax Volatility Advisers, L.P. 159 7,000 0.00%
16 Shamrock Asset Management LLC 200 9,000 0.00%
17 HIGH POINT BANK & TRUST CO 300 13,000 0.00%
18 WEALTHCARE CAPITAL MANAGEMENT LLC 297 13,000 0.00%
19 Waverly Advisors, LLC 300 13,000 0.00%
20 Sunbelt Securities, Inc. 337 14,424 0.00%
21 Capital Analysts, LLC 367 15,712 0.00%
22 SEI INVESTMENTS CO 395 17,000 0.00%
23 MUFG Americas Holdings Corp 400 17,000 0.00%
24 CENTRAL BANK & TRUST CO 477 20,000 0.00%
25 OLD NATIONAL BANCORP /IN/ 526 23,000 0.00%
26 SECURITY NATIONAL TRUST CO 550 24,000 0.00%
27 Transamerica Financial Advisors, LLC 544 24,000 0.00%
28 SYNOVUS FINANCIAL CORP 585 25,000 0.00%
29 Parallax Volatility Advisers, L.P. 600 26,000 0.00% Call
30 Vigilant Capital Management, LLC 635 27,000 0.00%
31 DUBUQUE BANK & TRUST CO 650 28,000 0.00%
32 THRIVENT FINANCIAL FOR LUTHERANS 700 30,000 0.00%
33 Kistler-Tiffany Companies, LLC 728 31,000 0.00%
34 Barrett Asset Management, LLC 850 36,000 0.00%
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 891 38,000 0.00%
36 Concert Wealth Management Inc. 13,701 40,000 0.00%
37 Parallax Volatility Advisers, L.P. 1,000 43,000 0.00% Put
38 Thomas J. Herzfeld Advisors, Inc. 1,000 43,000 0.00%
39 Covenant Multifamily Offices, LLC 1,030 44,000 0.00%
40 BROWN BROTHERS HARRIMAN & CO 1,050 45,000 0.00%
41 CENTRAL TRUST Co 1,125 48,000 0.00%
42 Smithfield Trust Co 1,140 49,000 0.00%
43 Chicago Partners Investment Group LLC 1,090 50,000 0.00%
44 BARCLAYS PLC 1,200 50,000 0.00%
45 Manchester Capital Management LLC 1,256 53,000 0.00%
46 DELTA ASSET MANAGEMENT LLC/TN 1,335 57,000 0.00%
47 Cordasco Financial Network 1,625 70,000 0.00%
48 Walleye Trading LLC 1,800 77,000 0.00% Call
49 TOMPKINS FINANCIAL CORP 1,800 77,000 0.00%
50 INVESTMENT PARTNERS, LTD. 1,820 78,000 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.