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

Institutional Holders (2014Q3)
Portfolio Summary: 11 Institutional holders with a total value of $7,010,814.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EVERETT HARRIS & CO /CA/ 155,000 3,962,000 56.51%
2 ROOSEVELT INVESTMENT GROUP LLC 22,500 575,000 8.20%
3 Janney Montgomery Scott LLC 18,138 463,607 6.61%
4 HANCOCK WHITNEY CORP 16,000 409,000 5.83%
5 FULTON BREAKEFIELD BROENNIMAN LLC 15,572 398,000 5.68%
6 PARAMETRIC PORTFOLIO ASSOCIATES LLC 15,183 388,000 5.53%
7 SPIRIT OF AMERICA MANAGEMENT CORP/NY 12,000 307,000 4.38%
8 LAFFER TENGLER INVESTMENTS, INC. 7,215 184,415 2.63%
9 GLENMEDE TRUST CO NA 6,000 153,000 2.18%
10 AMERIPRISE FINANCIAL INC 3,498 89,000 1.27%
11 Estabrook Capital Management 3,200 81,792 1.17%

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.