Dark
Light
System
Security
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
101 COLDSTREAM CAPITAL MANAGEMENT INC 8,288 355,000 0.01%
102 Winslow, Evans & Crocker, Inc. 8,320 356,096 0.01%
103 Moors & Cabot, Inc. 8,513 364,000 0.01%
104 MURPHY CAPITAL MANAGEMENT INC 8,600 368,000 0.01%
105 ProVise Management Group, LLC 8,700 372,000 0.01%
106 HANCOCK WHITNEY CORP 8,843 378,000 0.01%
107 FormulaFolio Investments, LLC 8,960 383,000 0.01%
108 STEPHENS INC /AR/ 9,743 417,000 0.01%
109 Yellowstone Partners, LLC 10,000 428,000 0.01%
110 IFC Holdings Incorporated/FL 10,092 430,000 0.02%
111 BANK OF THE WEST 10,150 434,000 0.02%
112 WATERS PARKERSON & CO., LLC 10,400 445,000 0.02%
113 M Holdings Securities, Inc. 11,340 485,000 0.02%
114 Fort Point Capital Partners LLC 11,347 486,000 0.02%
115 Jacobus Wealth Management, Inc. 11,585 496,000 0.02%
116 Nadler Financial Group, Inc. 11,830 506,000 0.02%
117 ROCKLAND TRUST CO 11,883 509,000 0.02%
118 J.P. Turner & Co Capital Mnagement, LLC 12,105 516,000 0.02%
119 Ruggie Capital Group 12,270 525,000 0.02%
120 BBVA USA Bancshares, Inc. 12,542 537,000 0.02%
121 BAHL & GAYNOR INC 12,900 552,000 0.02%
122 BEACON TRUST CO 12,895 552,000 0.02%
123 MERITAGE PORTFOLIO MANAGEMENT 13,400 574,000 0.02%
124 Ancora Advisors LLC 0 635,000 0.02%
125 FINANCIAL COUNSELORS INC 14,972 641,000 0.02%
126 RICE HALL JAMES & ASSOCIATES, LLC 15,022 643,000 0.02%
127 WHITTIER TRUST CO 15,063 645,000 0.02%
128 NORTHERN TRUST CORP 15,575 666,000 0.02%
129 MILLER HOWARD INVESTMENTS INC /NY 15,998 685,000 0.02%
130 KEYBANK NATIONAL ASSOCIATION/OH 16,472 705,000 0.02%
131 Virtu KCG Holdings LLC 16,699 715,000 0.03%
132 STONE RUN CAPITAL, LLC 16,955 726,000 0.03%
133 Homrich & Berg 17,151 734,000 0.03%
134 Drexel Morgan & Co. 17,430 746,000 0.03%
135 Rehmann Capital Advisory Group 17,532 750,000 0.03%
136 Verity & Verity, LLC 18,295 783,000 0.03%
137 CAPITAL CITY TRUST CO/FL 18,560 794,000 0.03%
138 Evanson Asset Management, LLC 19,331 827,000 0.03%
139 DIVIDEND ASSETS CAPITAL, LLC 20,065 859,000 0.03%
140 MSI Financial Services Inc 21,169 906,000 0.03%
141 Montecito Bank & Trust 21,203 908,000 0.03%
142 US FINANCIAL ADVISORS, LLC 21,653 927,000 0.03%
143 TRIANGLE PEAK PARTNERS, LP 21,809 933,000 0.03%
144 PARSONS CAPITAL MANAGEMENT INC/RI 22,600 967,000 0.03%
145 IBERIABANK CORP 23,190 993,000 0.03%
146 Marathon Trading Investment Management LLC 23,463 1,004,000 0.04%
147 MARINER WEALTH ADVISORS-NYC, LLC 25,374 1,086,000 0.04%
148 REGIONS FINANCIAL CORP 25,780 1,103,000 0.04%
149 Bank of New York Mellon Corp 26,191 1,121,000 0.04%
150 Livingston Group Asset Management CO (operating as Southport Capital Management) 26,565 1,137,000 0.04%
Page 3 of 7

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.