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

Institutional Holders (2017Q2)
Portfolio Summary: 323 Institutional holders with a total value of $2,431,456,133.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 CWM, LLC 4,242 126,000 0.01%
52 RPG FAMILY WEALTH ADVISORY, LLC 4,470 132,759 0.01%
53 SIMPLEX TRADING, LLC 4,605 136,000 0.01%
54 Winslow, Evans & Crocker, Inc. 4,839 143,718 0.01%
55 PARALLEL ADVISORS, LLC 5,017 151,000 0.01%
56 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,151 153,000 0.01%
57 SPOT TRADING LLC /BD 5,700 169,000 0.01% Call
58 IBEX WEALTH ADVISORS 6,059 178,000 0.01%
59 SIGMA INVESTMENT COUNSELORS INC 6,795 202,000 0.01%
60 LEJEUNE PUETZ INVESTMENT COUNSEL LLC 6,800 202,000 0.01%
61 Cognios Capital, LLC 7,009 208,000 0.01%
62 Walleye Trading LLC 7,100 211,000 0.01% Call
63 WELL DONE, LLC 7,117 211,000 0.01%
64 CLEARSTEAD ADVISORS, LLC 7,280 216,000 0.01%
65 BANK OF THE WEST 7,300 217,000 0.01%
66 ROCKEFELLER FINANCIAL SERVICES INC 7,403 220,000 0.01%
67 Prospera Financial Services Inc 7,639 227,000 0.01%
68 Lenox Wealth Management, Inc. 7,895 234,000 0.01%
69 Citizens Business Bank 8,037 239,000 0.01%
70 PACIFIC CENTER FOR FINANCIAL SERVICES 8,070 240,000 0.01%
71 SHEETS SMITH WEALTH MANAGEMENT 8,125 241,000 0.01%
72 Virtu KCG Holdings LLC 8,143 242,000 0.01%
73 COMERICA SECURITIES INC 8,200 244,000 0.01%
74 GLOBAL RETIREMENT PARTNERS, LLC 8,335 248,000 0.01%
75 TOCQUEVILLE ASSET MANAGEMENT L.P. 8,550 254,000 0.01%
76 VICUS CAPITAL 8,563 254,000 0.01%
77 DIVIDEND ASSETS CAPITAL, LLC 8,725 259,000 0.01%
78 WESTBOURNE INVESTMENT ADVISORS, INC. 8,790 261,000 0.01%
79 Haverford Financial Services, Inc. 9,000 267,000 0.01%
80 Dana Investment Advisors, Inc. 9,047 269,000 0.01%
81 US BANCORP \DE\ 9,295 276,000 0.01%
82 Carnegie Investment Counsel 9,204 278,000 0.01%
83 Bienville Capital Management, LLC 9,345 278,000 0.01%
84 JOHNSON FINANCIAL GROUP, LLC 9,443 280,000 0.01%
85 Winfield Associates, Inc. 9,500 282,000 0.01%
86 Calamos Advisors LLC 9,611 285,000 0.01%
87 Camarda Financial Advisors, LLC 9,816 292,000 0.01%
88 Baystate Wealth Management LLC 9,672 292,000 0.01%
89 PARAMETRIC PORTFOLIO ASSOCIATES LLC 9,944 295,000 0.01%
90 CORNERSTONE FINANCIAL PARTNERS, LLC 10,065 296,000 0.01%
91 Columbia Pacific Advisors, LLC 10,000 297,000 0.01%
92 CAPTRUST FINANCIAL ADVISORS 10,208 304,000 0.01%
93 Freedom Investment Management, Inc. 10,332 307,000 0.01%
94 First Heartland Consultants, Inc. 10,459 311,000 0.01%
95 Independent Portfolio Consultants, Inc. 10,554 313,000 0.01%
96 Garrison Asset Management, LLC 10,720 318,000 0.01%
97 INSIGHT 2811, INC. 11,179 332,000 0.01%
98 GOLDMAN SACHS GROUP INC 11,300 336,000 0.01% Put
99 Financial Architects, Inc 11,377 338,000 0.01%
100 Homrich & Berg 11,683 347,000 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.