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JPMorgan Chase & Co
JPMorgan Chase & Co. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 7 Institutional holders with a total value of $4,325,400.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ZWJ INVESTMENT COUNSEL INC 85,870 1,949,000 45.06%
2 PRIVATE ASSET MANAGEMENT INC 55,600 1,262,000 29.18%
3 PARAMETRIC PORTFOLIO ASSOCIATES LLC 25,156 571,000 13.20%
4 REILLY FINANCIAL ADVISORS, LLC 16,250 369,000 8.53%
5 SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,030 114,000 2.64%
6 Estabrook Capital Management 2,000 45,400 1.05%
7 AMERIPRISE FINANCIAL INC 660 15,000 0.35%

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.