JPMORGAN CHASE FINL CO LLC

Ticker: AMJB CUSIP: 48133Q309 Class: CAL LKD 44

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
CIBC Private Wealth Group, LLC3,469,458$103,771
JPMORGAN CHASE & CO2,345,023$70,140
BANK OF AMERICA CORP /DE/1,810,966$542
Equitable Holdings, Inc.1,196,060$35,774
KEYBANK NATIONAL ASSOCIATION/OH648,345$19,392
LPL Financial LLC501,990$15,015
Waverly Advisors, LLC431,543$12,907
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC368,629$11,026
GOLDMAN SACHS GROUP INC327,938$9,809
Baird Financial Group, Inc.280,031$8,376
NICOLET ADVISORY SERVICES, LLC211,761$6,547
FF Advisors,LLC176,098$5,267
MAI Capital Management173,475$5,189
NOESIS CAPITAL MANGEMENT CORP157,742$4,718
Vident Advisory, LLC146,181$4,372
LAKE STREET FINANCIAL LLC144,810$4,331
NICOLET BANKSHARES INC143,292$4,286
Risk Paradigm Group, LLC101,073$3,023
EVERETT HARRIS & CO /CA/100,890$3,018
Smallwood Wealth Investment Management, LLC92,080$2,754
UNITED CAPITAL FINANCIAL ADVISORS, LLC92,000$2,752
Argyle Capital Partners, LLC73,855$2,209
Americana Partners, LLC68,549$2,050
My Personal CFO, LLC62,124$1,858
MORGAN STANLEY54,922$1,643
HANCOCK WHITNEY CORP48,020$1,436
HighTower Advisors, LLC46,120$1,379
Benchmark Financial, LLC45,035$1,347
Parkside Financial Bank & Trust41,824$1,251
SUSQUEHANNA INTERNATIONAL GROUP, LLP40,567$1,213
Beckerman Institutional, LLC38,625$1,155
Wellspring Financial Advisors, LLC37,700$1,128
IFP Advisors, Inc34,683$1,037
Regal Investment Advisors LLC34,354$1,028
COMMERCE BANK32,110$960
CURA WEALTH ADVISORS, LLC31,643$946
Creative Planning29,815$892
Crestwood Advisors Group LLC29,224$874
Kestra Advisory Services, LLC28,100$840
EVOKE WEALTH, LLC21,737$650
WAYSTONE ADVISORS LLC21,644$647
Steward Partners Investment Advisory, LLC19,606$586
Cetera Investment Advisers16,675$499
EAGLE GLOBAL ADVISORS LLC14,770$442
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC13,449$401
CITADEL ADVISORS LLC13,348$399
North Capital, Inc.12,808$383
Pacific Center for Financial Services12,560$371
RAYMOND JAMES FINANCIAL INC12,507$374
Covenant Asset Management, LLC10,955$328
Janney Montgomery Scott LLC10,230$0
AQR CAPITAL MANAGEMENT LLC9,524$285
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9,051$271
Cresset Asset Management, LLC8,785$263
Ethos Capital Management, Inc.8,449$253
Private Capital Management, LLC7,852$235
Mariner, LLC7,387$221
Parallel Advisors, LLC5,060$151
Avalon Trust Co4,945$148
OSAIC HOLDINGS, INC.4,409$132
Elequin Capital, LP3,427$103
WELLS FARGO & COMPANY/MN2,754$82
MONTAG A & ASSOCIATES INC2,000$60
BOYD WATTERSON ASSET MANAGEMENT LLC/OH943$28
PRIVATE TRUST CO NA858$26
ROYAL BANK OF CANADA627$19
UBS Group AG468$14
HARBOUR INVESTMENTS, INC.359$11
US BANCORP \DE\20$1
Total (69 institutions)13,953,862$363,637