Dark
Light
System
Security
JPMorgan Chase & Co
JPMorgan Chase & Co. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 10 Institutional holders with a total value of $5,577,429.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ZWJ INVESTMENT COUNSEL INC 82,470 2,201,000 39.46%
2 PRIVATE ASSET MANAGEMENT INC 51,650 1,379,000 24.72%
3 SignalPoint Asset Management, LLC 28,763 768,000 13.77%
4 PARAMETRIC PORTFOLIO ASSOCIATES LLC 24,325 649,000 11.64%
5 Welch Group, LLC 7,267 194,000 3.48%
6 SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,480 120,000 2.15%
7 PNC FINANCIAL SERVICES GROUP, INC. 4,200 112,000 2.01%
8 Smith Affiliated Capital Corp. 3,800 101,422 1.82% PRN
9 GLENMEDE TRUST CO NA 1,700 45,000 0.81%
10 Estabrook Capital Management 300 8,007 0.14%

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.