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

Institutional Holders (2015Q3)
Portfolio Summary: 10 Institutional holders with a total value of $12,430,504.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EVERETT HARRIS & CO /CA/ 165,000 4,145,000 33.35%
2 ROOSEVELT INVESTMENT GROUP LLC 151,900 3,816,000 30.70%
3 AMERIPRISE FINANCIAL INC 84,927 2,131,000 17.14%
4 SNOW CAPITAL MANAGEMENT LP 40,000 1,005,000 8.08%
5 Maryland Capital Management 23,610 593,000 4.77%
6 IAT REINSURANCE CO LTD. 20,000 502,000 4.04%
7 Estabrook Capital Management 4,200 105,504 0.85%
8 SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,000 100,000 0.80%
9 WESTPORT RESOURCES MANAGEMENT INC 800 20,000 0.16%
10 MYCIO WEALTH PARTNERS, LLC 524 13,000 0.10%

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.