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JPMORGAN CHASE & CO DEP 1/400
JPMORGAN CHASE & CO DEP 1/400. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 7 Institutional holders with a total value of $4,731,400.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ZWJ INVESTMENT COUNSEL INC 90,915 1,972,000 41.68%
2 PRIVATE ASSET MANAGEMENT INC 56,400 1,224,000 25.87%
3 PARAMETRIC PORTFOLIO ASSOCIATES LLC 24,764 537,000 11.35%
4 Vision Capital Management, Inc. 21,550 468,000 9.89%
5 REILLY FINANCIAL ADVISORS, LLC 15,925 346,000 7.31%
6 SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,500 141,000 2.98%
7 Estabrook Capital Management 2,000 43,400 0.92%

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.