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

Institutional Holders (2014Q1)
Portfolio Summary: 7 Institutional holders with a total value of $5,625,760.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EVERETT HARRIS & CO /CA/ 155,000 3,937,000 69.98%
2 ROOSEVELT INVESTMENT GROUP LLC 23,700 601,980 10.70%
3 HANCOCK WHITNEY CORP 16,000 406,000 7.22%
4 PARAMETRIC PORTFOLIO ASSOCIATES LLC 15,719 399,000 7.09%
5 BECK MACK & OLIVER LLC 8,400 213,000 3.79%
6 SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,000 51,000 0.91%
7 Estabrook Capital Management 700 17,780 0.32%

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.