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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
251 COMERICA SECURITIES INC 8,200 244,000 0.01%
252 Virtu KCG Holdings LLC 8,143 242,000 0.01%
253 SHEETS SMITH WEALTH MANAGEMENT 8,125 241,000 0.01%
254 PACIFIC CENTER FOR FINANCIAL SERVICES 8,070 240,000 0.01%
255 Citizens Business Bank 8,037 239,000 0.01%
256 Lenox Wealth Management, Inc. 7,895 234,000 0.01%
257 Prospera Financial Services Inc 7,639 227,000 0.01%
258 ROCKEFELLER FINANCIAL SERVICES INC 7,403 220,000 0.01%
259 BANK OF THE WEST 7,300 217,000 0.01%
260 CLEARSTEAD ADVISORS, LLC 7,280 216,000 0.01%
261 WELL DONE, LLC 7,117 211,000 0.01%
262 Walleye Trading LLC 7,100 211,000 0.01% Call
263 Cognios Capital, LLC 7,009 208,000 0.01%
264 LEJEUNE PUETZ INVESTMENT COUNSEL LLC 6,800 202,000 0.01%
265 SIGMA INVESTMENT COUNSELORS INC 6,795 202,000 0.01%
266 IBEX WEALTH ADVISORS 6,059 178,000 0.01%
267 SPOT TRADING LLC /BD 5,700 169,000 0.01% Call
268 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,151 153,000 0.01%
269 PARALLEL ADVISORS, LLC 5,017 151,000 0.01%
270 Winslow, Evans & Crocker, Inc. 4,839 143,718 0.01%
271 SIMPLEX TRADING, LLC 4,605 136,000 0.01%
272 RPG FAMILY WEALTH ADVISORY, LLC 4,470 132,759 0.01%
273 CWM, LLC 4,242 126,000 0.01%
274 CITY HOLDING CO 4,083 121,000 0.00%
275 SOLARIS ASSET MANAGEMENT LLC 3,845 114,000 0.00%
276 CLEAR PERSPECTIVE ADVISORS, LLC 3,192 95,000 0.00%
277 DEUTSCHE BANK AG\ 2,899 86,000 0.00% Call
278 GLENMEDE TRUST CO NA 2,522 81,000 0.00%
279 FARMERS & MERCHANTS INVESTMENTS INC 2,565 76,000 0.00%
280 Hefren-Tillotson, Inc. 2,515 74,000 0.00%
281 MASSEY QUICK SIMON & CO., LLC 2,507 74,000 0.00%
282 SRS CAPITAL ADVISORS, INC. 2,333 69,000 0.00% SH
283 People's United Financial, Inc. 2,210 66,000 0.00%
284 CUTLER GROUP LLC / CA 117,000 64,000 0.00% Put
285 Perigon Wealth Management, LLC 1,966 58,000 0.00%
286 MCF Advisors LLC 1,841 55,000 0.00%
287 NEXT Financial Group, Inc 1,663 49,000 0.00%
288 ENTERPRISE FINANCIAL SERVICES CORP 1,630 48,000 0.00%
289 FIRST MANHATTAN CO. LLC. 1,600 47,000 0.00%
290 HUNTINGTON NATIONAL BANK 1,340 39,000 0.00% PRN
291 CUTLER GROUP LLC / CA 80,200 39,000 0.00% Call
292 ASSET PLANNING SERVICES, LTD. 1,179 35,000 0.00%
293 IHT WEALTH MANAGEMENT, LLC 3,846 35,000 0.00%
294 SHARKEY, HOWES & JAVER 1,060 31,000 0.00%
295 Compagnie Lombard Odier SCmA 1,000 30,000 0.00%
296 SARGENT BICKHAM LAGUDIS LLC 937 28,000 0.00%
297 BROWN BROTHERS HARRIMAN & CO 910 27,000 0.00%
298 Capital Advisors, Ltd. LLC 800 24,000 0.00%
299 Evercore Wealth Management, LLC 500 15,000 0.00%
300 D.A. DAVIDSON & CO. 510 15,000 0.00%
Page 6 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.