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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
101 Private Advisor Group, LLC 106,145 3,128,000 0.13%
102 HCR WEALTH ADVISORS 103,795 3,083,000 0.13%
103 Drexel Morgan & Co. 98,795 2,934,000 0.12%
104 SPOT TRADING LLC /BD 95,800 2,845,000 0.12% Put
105 GREYTOWN ADVISORS INC. 94,300 2,801,000 0.12%
106 Salient Capital Advisors, LLC 93,718 2,783,000 0.11%
107 UBS Group AG 93,572 2,779,000 0.11%
108 PLANNING ALTERNATIVES LTD /ADV 92,132 2,736,000 0.11%
109 TIEDEMANN ADVISORS, LLC 90,421 2,685,000 0.11%
110 Windsor Capital Management, LLC 90,304 2,682,000 0.11%
111 EATON VANCE MANAGEMENT 89,010 2,644,000 0.11%
112 CAPITAL ADVISORS INC/OK 88,441 2,627,000 0.11%
113 CITIGROUP INC 87,500 2,599,000 0.11% Call
114 FIDUCIARY COUNSELLING INC 86,004 2,554,000 0.11%
115 SPOT TRADING LLC /BD 81,733 2,427,000 0.10%
116 JANE STREET GROUP, LLC 81,737 2,427,000 0.10%
117 Occidental Asset Management, LLC 81,036 2,407,000 0.10%
118 CITADEL ADVISORS LLC 74,300 2,207,000 0.09% Call
119 SII INVESTMENTS INC/WI 74,196 2,201,000 0.09%
120 Hilton Capital Management, LLC 73,617 2,186,000 0.09% SH
121 RESOURCES INVESTMENT ADVISORS, INC. 73,127 2,172,000 0.09%
122 WOLVERINE ASSET MANAGEMENT LLC 72,148 2,142,000 0.09%
123 NEWFOUND RESEARCH LLC 70,078 2,081,000 0.09%
124 ADVISOR GROUP, INC. 69,682 2,070,000 0.09%
125 ASPIRIANT, LLC 69,321 2,059,000 0.08%
126 DAVIDSON & GARRARD INC 66,431 1,973,000 0.08%
127 NOESIS CAPITAL MANGEMENT CORP 64,795 1,924,000 0.08%
128 Harbour Capital Advisors, LLC 54,945 1,850,000 0.08%
129 Financial Advisory Group 60,363 1,793,000 0.07%
130 CAPITAL ONE, NATIONAL ASSOCIATION 57,881 1,719,000 0.07%
131 WOLVERINE TRADING LP /BD 56,245 1,656,000 0.07%
132 CITADEL ADVISORS LLC 55,700 1,654,000 0.07% Put
133 MURPHY CAPITAL MANAGEMENT INC 54,100 1,606,000 0.07%
134 CUTLER GROUP LLC / CA 51,359 1,525,000 0.06%
135 Peak Asset Management, LLC 50,703 1,506,000 0.06%
136 MERITAGE PORTFOLIO MANAGEMENT 50,715 1,506,000 0.06%
137 WOODMONT INVESTMENT COUNSEL LLC 50,450 1,498,000 0.06%
138 Diversified Trust Co 50,354 1,495,000 0.06%
139 WEALTHCARE CAPITAL MANAGEMENT LLC 48,629 1,444,000 0.06%
140 LEE FINANCIAL CORP 47,621 1,414,000 0.06%
141 NORTHSTAR WEALTH PARTNERS LLC 47,824 1,409,000 0.06%
142 LADENBURG THALMANN FINANCIAL SERVICES INC. 45,703 1,358,000 0.06%
143 Cambridge Investment Research Advisors, Inc. 45,670 1,356,000 0.06%
144 Rehmann Capital Advisory Group 45,506 1,352,000 0.06%
145 PRICE T ROWE ASSOCIATES INC /MD/ 44,200 1,313,000 0.05%
146 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 44,000 1,307,000 0.05%
147 Creative Planning 43,784 1,300,000 0.05%
148 ARCUS CAPITAL PARTNERS, LLC 43,063 1,279,000 0.05%
149 CAPITAL BANK & TRUST CO 41,100 1,221,000 0.05%
150 NOVARE CAPITAL MANAGEMENT LLC 41,090 1,220,000 0.05%
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.