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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 DIMENSION CAPITAL MANAGEMENT PARTNERS /ADV 359,078 10,665,000 0.44%
52 MAI Capital Management 351,198 10,431,000 0.43%
53 JANE STREET GROUP, LLC 349,100 10,368,000 0.43% Put
54 Advisory Alpha, LLC 311,951 9,246,000 0.38%
55 Perella Weinberg Partners Capital Management LP 309,268 9,185,000 0.38%
56 EDGE ADVISORS, LLC 308,224 9,154,000 0.38%
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 301,200 8,946,000 0.37% Call
58 LPL Financial LLC 297,420 8,833,000 0.36%
59 BSC PRIVATE WEALTH MANAGEMENT, LLC 260,020 7,663,000 0.32%
60 HBK Sorce Advisory LLC 253,771 7,537,000 0.31%
61 FULTON BREAKEFIELD BROENNIMAN LLC 250,364 7,436,000 0.31%
62 683 Capital Management, LLC 250,000 7,425,000 0.31%
63 Oakworth Capital, Inc. 245,536 7,292,000 0.30%
64 PEAK FINANCIAL MANAGEMENT, INC. 242,225 7,194,000 0.30%
65 CHATHAM CAPITAL GROUP, INC. 236,463 7,023,000 0.29%
66 VESTOR CAPITAL, LLC 224,581 6,670,000 0.27%
67 RAYMOND JAMES & ASSOCIATES 222,049 6,595,000 0.27%
68 Stratford Consulting, LLC 209,180 6,213,000 0.26%
69 Sequoia Financial Advisors, LLC 201,181 5,975,000 0.25%
70 Ballentine Partners, LLC 192,935 5,801,000 0.24%
71 WOLVERINE TRADING LP /BD 195,700 5,763,000 0.24% Call
72 LEAVELL INVESTMENT MANAGEMENT, INC. 193,387 5,744,000 0.24%
73 PNC FINANCIAL SERVICES GROUP, INC. 189,832 5,638,000 0.23%
74 KINGS POINT CAPITAL MANAGEMENT 182,133 5,409,000 0.22%
75 Raymond James Financial Services Advisors, Inc. 181,911 5,403,000 0.22%
76 JOHNSON INVESTMENT COUNSEL INC 181,499 5,390,000 0.22%
77 Chesley Taft & Associates LLC 180,793 5,370,000 0.22%
78 HighTower Advisors, LLC 169,976 5,048,000 0.21%
79 COUNTRY TRUST BANK 167,459 4,974,000 0.20%
80 TELEMUS CAPITAL, LLC 157,567 4,680,000 0.19%
81 SUSQUEHANNA INTERNATIONAL GROUP, LLP 155,666 4,623,000 0.19%
82 Fiera Capital Corp 154,331 4,584,000 0.19%
83 WEALTHCARE ADVISORY PARTNERS LLC 152,028 4,515,000 0.19%
84 WHITTIER TRUST CO OF NEVADA INC 149,300 4,434,000 0.18%
85 BAIRD FINANCIAL GROUP, INC. 145,647 4,326,000 0.18%
86 SUSQUEHANNA INTERNATIONAL GROUP, LLP 143,600 4,265,000 0.18% Put
87 MOTCO 142,631 4,236,000 0.17%
88 New England Investment & Retirement Group, Inc. 130,460 3,875,000 0.16%
89 Capital Investment Advisors, LLC 129,558 3,848,000 0.16%
90 Calamos Wealth Management LLC 118,403 3,517,000 0.14%
91 Live Your Vision, LLC 116,527 3,510,000 0.14%
92 MML INVESTORS SERVICES, INC. 117,779 3,498,000 0.14%
93 Alpha Cubed Investments, LLC 117,297 3,484,000 0.14%
94 SUNTRUST BANKS INC 115,388 3,427,000 0.14%
95 IMA Advisory Services, Inc. 113,906 3,383,000 0.14%
96 TWIN CAPITAL MANAGEMENT INC 113,715 3,377,000 0.14%
97 WILSHIRE ASSOCIATES INC 113,715 3,377,000 0.14%
98 GAINPLAN LLC 110,970 3,296,000 0.14%
99 Wilmington Savings Fund Society, FSB 106,680 3,168,000 0.13%
100 BRIGHT ROCK CAPITAL MANAGEMENT, LLC 105,931 3,146,000 0.13%
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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.