Dark
Light
System
Security
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
151 RISK PARADIGM GROUP, LLC 39,961 1,186,841 0.05%
152 Janney Montgomery Scott LLC 39,429 1,171,000 0.05%
153 BRONFMAN E.L. ROTHSCHILD, L.P. 39,208 1,164,000 0.05%
154 ALPINE WOODS CAPITAL INVESTORS, LLC 39,000 1,158,000 0.05%
155 NewFocus Financial Group, LLC 38,726 1,150,000 0.05%
156 ROCKLAND TRUST CO 38,264 1,136,000 0.05%
157 Jacobus Wealth Management, Inc. 35,560 1,056,000 0.04%
158 BARCLAYS PLC 35,500 1,054,000 0.04%
159 UNITED CAPITAL FINANCIAL ADVISORS, LLC 34,991 1,039,000 0.04%
160 Roundview Capital LLC 34,420 1,022,000 0.04%
161 FIFTH THIRD BANCORP 34,307 1,019,000 0.04%
162 Regal Investment Advisors LLC 33,276 988,000 0.04%
163 Brookstone Capital Management 33,014 981,000 0.04%
164 WOLVERINE TRADING LP /BD 33,100 975,000 0.04% Put
165 SIMMONS BANK 32,666 970,000 0.04%
166 Somerset Group LLC 32,320 960,000 0.04%
167 Edge Wealth Management LLC 31,518 941,000 0.04%
168 CREDIT SUISSE AG/ 31,457 934,000 0.04%
169 NBW CAPITAL LLC 31,369 932,000 0.04%
170 IFP ADVISORS, INC 30,070 893,000 0.04%
171 Lourd Capital, LLC 29,751 884,000 0.04%
172 LGL PARTNERS, LLC 27,619 820,000 0.03%
173 INVESTMENT CENTERS OF AMERICA INC 26,995 801,000 0.03%
174 RPTC INC. 26,419 785,000 0.03%
175 BlackRock Finance, Inc. 25,789 766,000 0.03%
176 LIDO ADVISORS, LLC 25,775 766,000 0.03%
177 STEPHENS INC /AR/ 25,377 754,000 0.03%
178 PARSONS CAPITAL MANAGEMENT INC/RI 25,401 754,000 0.03%
179 PRELUDE CAPITAL MANAGEMENT, LLC 24,400 725,000 0.03% Put
180 MISSION WEALTH MANAGEMENT, LLC 24,330 723,000 0.03%
181 WHALEROCK POINT PARTNERS, LLC 24,294 722,000 0.03%
182 CITIGROUP INC 23,800 707,000 0.03% Put
183 PRELUDE CAPITAL MANAGEMENT, LLC 23,520 699,000 0.03%
184 Carroll Financial Associates, Inc. 23,151 687,000 0.03%
185 WHITTIER TRUST CO 21,529 640,000 0.03%
186 WATERS PARKERSON & CO., LLC 21,075 626,000 0.03%
187 CHOREO, LLC 20,722 615,000 0.03%
188 Camelot Portfolios, LLC 20,431 607,000 0.02%
189 HARVEST CAPITAL MANAGEMENT INC 20,303 603,000 0.02%
190 WASHINGTON TRUST Co 20,070 595,000 0.02%
191 TAYLOR WEALTH MANAGEMENT PARTNERS 19,670 584,000 0.02%
192 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 19,630 583,000 0.02%
193 CPWM, LLC 19,635 583,000 0.02%
194 Walleye Trading LLC 18,941 563,000 0.02%
195 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 18,200 541,000 0.02%
196 Ruggie Capital Group 18,055 536,000 0.02%
197 Apriem Advisors 17,995 534,000 0.02%
198 Livingston Group Asset Management CO (operating as Southport Capital Management) 17,884 531,000 0.02%
199 MONTAG A & ASSOCIATES INC 17,000 505,000 0.02%
200 WEBSTER BANK, N. A. 16,801 499,000 0.02%
Page 4 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.