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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 (2015Q3)
Portfolio Summary: 6 Institutional holders with a total value of $5,277,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FULTON BREAKEFIELD BROENNIMAN LLC 102,500 2,558,000 48.47%
2 EVERETT HARRIS & CO /CA/ 70,000 1,747,000 33.11%
3 AMERIPRISE FINANCIAL INC 17,450 436,000 8.26%
4 SPIRIT OF AMERICA MANAGEMENT CORP/NY 10,000 250,000 4.74%
5 Fairpointe Capital LLC 10,000 250,000 4.74%
6 Brookstone Capital Management 1,450 36,000 0.68%

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.