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 |