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

Institutional Holders (2014Q4)
Portfolio Summary: 11 Institutional holders with a total value of $7,798,573.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EVERETT HARRIS & CO /CA/ 155,000 4,095,000 52.51%
2 Janney Montgomery Scott LLC 23,790 628,532 8.06%
3 ROOSEVELT INVESTMENT GROUP LLC 22,500 594,000 7.62%
4 FULTON BREAKEFIELD BROENNIMAN LLC 20,562 543,000 6.96%
5 HANCOCK WHITNEY CORP 16,000 423,000 5.42%
6 PARAMETRIC PORTFOLIO ASSOCIATES LLC 15,497 409,000 5.24%
7 SPIRIT OF AMERICA MANAGEMENT CORP/NY 12,000 317,000 4.06%
8 AMERIPRISE FINANCIAL INC 11,398 301,000 3.86%
9 LAFFER TENGLER INVESTMENTS, INC. 8,308 219,497 2.81% PRN
10 GLENMEDE TRUST CO NA 7,000 184,000 2.36%
11 Estabrook Capital Management 3,200 84,544 1.08%

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.