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JPMORGAN CHASE & CO
(46625H365)

Funds Reporting Holdings of JPMORGAN CHASE & CO according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Windham Capital Management LLC 640,831 $16,091k Jun 30, 2019 Aug 14, 2019
WE Donoghue & Co LLC 489,541 $12,292k Jun 30, 2019 Jul 23, 2019
Arlington Partners LLC 375,806 $9,436k Jun 30, 2019 Jul 10, 2019
Barry Investment Advisors LLC 288,094 $7,234k Jun 30, 2019 Jul 26, 2019
Signature Estate & Investment Advisors LLC 280,849 $7,052k Jun 30, 2019 Aug 1, 2019
Stratford Consulting LLC 250,488 $6,290k Jun 30, 2019 Aug 2, 2019
Klingman and Associates LLC 248,216 $6,233k Jun 30, 2019 Jul 24, 2019
Chatham Capital Group Inc 233,380 $5,860k Jun 30, 2019 Jul 24, 2019
Stelac Advisory Services LLC 204,966 $5,147k Jun 30, 2019 Jul 29, 2019
Wilshire Associates Incorporated 186,290 $4,678k Jun 30, 2019 Aug 14, 2019
Windsor Capital Management LLC 178,480 $4,481k Jun 30, 2019 Aug 2, 2019
KMS Financial Services Inc 67,008 $3,557k Sep 30, 2014 Nov 17, 2014
HCR Wealth Advisors 140,981 $3,540k Jun 30, 2019 Jul 25, 2019
Kayne Anderson Rudnick Investment Management LLC 138,950 $3,489k Jun 30, 2019 Aug 14, 2019
Perella Weinberg Partners Capital Management LP 130,719 $3,282k Jun 30, 2019 Jul 22, 2019
Dimension Capital Management LLC 109,705 $2,754k Jun 30, 2019 Aug 12, 2019
Global Endowment Management LP 100,240 $2,517k Jun 30, 2019 Aug 12, 2019
Salient Capital Advisors LLC 96,305 $2,457k Mar 31, 2019 Aug 14, 2019
New England Asset Management Inc 92,750 $2,329k Jun 30, 2019 Aug 14, 2019
JMG Financial Group Ltd 87,474 $2,196k Jun 30, 2019 Aug 2, 2019
Smith & Howard Wealth Management LLC 55,148 $1,385k Jun 30, 2019 Jul 23, 2019
Wakefield Asset Management LLLP 55,055 $1,382k Jun 30, 2019 Aug 13, 2019
Waters Parkerson & Co LLC 42,782 $1,074k Jun 30, 2019 Aug 6, 2019
Athena Capital Advisors LLC 39,751 $998k Jun 30, 2019 Aug 9, 2019
Berkeley Capital Partners LLC 37,263 $936k Jun 30, 2019 Aug 8, 2019
Cambridge Investment Research Advisors Inc 33,850 $850k Jun 30, 2019 Aug 15, 2019
Meritage Portfolio Management Inc 31,677 $795k Jun 30, 2019 Jul 30, 2019
Liberty Capital Management Inc 28,404 $713k Jun 30, 2019 Jul 15, 2019
Bristlecone Advisors LLC 27,850 $699k Jun 30, 2019 Jul 19, 2019
Newfound Research LLC 24,895 $625k Jun 30, 2019 Aug 13, 2019
Chesley TAFT & Associates LLC 23,255 $584k Jun 30, 2019 Jul 10, 2019
Woodmont Investment Counsel LLC 21,179 $532k Jun 30, 2019 Aug 14, 2019
Lourd Capital LLC 21,039 $528k Jun 30, 2019 Jul 11, 2019
Green Square Capital LLC 20,620 $518k Jun 30, 2019 Aug 14, 2019
Drexel Morgan & Co 17,335 $435k Jun 30, 2019 Aug 8, 2019
Fairview Capital Investment Management LLC 14,400 $361k Jun 30, 2019 Aug 14, 2019
COE Capital Management LLC 14,330 $358k Jun 30, 2019 Aug 14, 2019
NBW Capital LLC 12,080 $303k Jun 30, 2019 Aug 5, 2019
DUFF & Phelps Investment Management Co 9,870 $248k Jun 30, 2019 Aug 2, 2019
Apriem Advisors 9,150 $230k Jun 30, 2019 Aug 14, 2019
Northstar Wealth Partners LLC 8,800 $221k Jun 30, 2019 Aug 15, 2019
1919 Investment Counsel LLC 4,014 $214k Sep 30, 2014 Nov 14, 2014
Sigma Investment Counselors Inc 8,090 $203k Jun 30, 2019 Jul 23, 2019
Dividend Assets Capital LLC 2,400 $60k Jun 30, 2019 Jul 12, 2019
Prelude Capital Management LLC 1,800 $45k Put Jun 30, 2019 Aug 14, 2019
First Manhattan Co 1,600 $40k Jun 30, 2019 Aug 16, 2019
Lombard Odier Transatlantic Limited 1,000 $31k Sep 30, 2016 Nov 14, 2016
Walnut Private Equity Partners LLC 345 $9k Jun 30, 2019 Jul 8, 2019
Mcmillion Capital Management Inc 188 $5k Jun 30, 2019 Jul 25, 2019
Transamerica Financial Advisors Inc 131 $4k Jun 30, 2019 Aug 21, 2019

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