Dark
Light
System
Security
JPMORGAN CHASE & CO. PFD PERP/CALL 9/1/2020 QRTLY
JPMORGAN CHASE & CO. PFD PERP/CALL 9/1/2020 QRTLY. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 6 Institutional holders with a total value of $4,220,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FULTON BREAKEFIELD BROENNIMAN LLC 99,495 246,000 5.83%
2 SPIRIT OF AMERICA MANAGEMENT CORP/NY 10,000 247,000 5.85%
3 Fairpointe Capital LLC 10,000 247,000 5.85%
4 AMERIPRISE FINANCIAL INC 20,690 512,000 12.13%
5 Crow Point Partners, LLC 50,000 1,237,000 29.31%
6 EVERETT HARRIS & CO /CA/ 70,000 1,731,000 41.02%

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.