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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
51 WEALTHPLAN PARTNERS, LLC 1,860 80,000 0.00%
52 MORGAN STANLEY 2,065 88,000 0.00%
53 ENTERPRISE FINANCIAL SERVICES CORP 2,070 89,000 0.00%
54 NEXT Financial Group, Inc 2,094 89,000 0.00%
55 HOWE & RUSLING INC 2,157 92,000 0.00%
56 KANALY TRUST CO 2,200 94,000 0.00%
57 FARMERS & MERCHANTS INVESTMENTS INC 2,565 110,000 0.00%
58 Hefren-Tillotson, Inc. 2,680 114,000 0.00%
59 Horrell Capital Management, Inc. 2,915 125,000 0.00%
60 SOLARIS ASSET MANAGEMENT LLC 3,030 130,000 0.00%
61 HUNTINGTON NATIONAL BANK 3,177 135,000 0.00%
62 Strategic Capital Alternatives LLC 3,400 146,000 0.01%
63 ADVANTAGE INVESTMENT MANAGEMENT, LLC 3,524 151,000 0.01%
64 FIRST MANHATTAN CO. LLC. 3,700 158,000 0.01%
65 Alexandria Capital, LLC 3,700 158,000 0.01%
66 HAP Trading, LLC 192,600 160,000 0.01% Put
67 TRUST DEPARTMENT MB FINANCIAL BANK N A 4,200 180,000 0.01%
68 OPTIMUM INVESTMENT ADVISORS 4,260 182,000 0.01%
69 SIMPLEX TRADING, LLC 4,383 187,000 0.01%
70 ROCKEFELLER FINANCIAL SERVICES INC 4,403 188,000 0.01%
71 RISK PARADIGM GROUP, LLC 4,401 188,362 0.01%
72 Joel Isaacson & Co., LLC 4,622 198,000 0.01%
73 WESTPORT RESOURCES MANAGEMENT INC 4,629 198,000 0.01%
74 Merriman Wealth Management, LLC 4,615 200,000 0.01%
75 FIRST FOUNDATION ADVISORS 4,962 212,000 0.01%
76 Baker Avenue Asset Management, LP 5,000 214,000 0.01%
77 Busey Bank 5,100 218,000 0.01%
78 CITY HOLDING CO 5,179 222,000 0.01%
79 CUE ADVISORY SERVICES, INC. 5,347 226,000 0.01%
80 WFG Advisors, LP 5,352 229,000 0.01%
81 Evercore Wealth Management, LLC 5,554 237,000 0.01%
82 Stratos Wealth Partners, LTD. 5,545 238,000 0.01%
83 PINNACLE FINANCIAL PARTNERS INC 5,601 240,000 0.01%
84 Prospera Financial Services Inc 5,717 245,000 0.01%
85 Fiduciary Trust Co International of Pennsylvania 5,750 246,000 0.01%
86 MYCIO WEALTH PARTNERS, LLC 5,818 249,000 0.01%
87 Citizens Business Bank 5,889 252,000 0.01%
88 First Personal Financial Services 6,192 266,000 0.01%
89 SouthState Bank Corp 6,316 270,000 0.01%
90 Johnson Financial Group, Inc. 6,375 273,000 0.01%
91 Sigma Planning Corp 6,833 292,000 0.01%
92 Argent Trust Co 7,425 318,000 0.01%
93 PARAMETRIC PORTFOLIO ASSOCIATES LLC 7,459 319,000 0.01%
94 Lebenthal Holdings,LLC 7,479 320,000 0.01%
95 Roundview Capital LLC 7,470 320,000 0.01%
96 Lenox Wealth Advisors, LLC 7,570 324,000 0.01%
97 BTR CAPITAL MANAGEMENT INC 7,800 334,000 0.01%
98 Creative Planning 7,821 335,000 0.01%
99 PETTYJOHN, WOOD & WHITE, INC 7,935 340,000 0.01%
100 TRUSTMARK BANK TRUST DEPARTMENT 8,250 353,000 0.01%
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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.