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

Institutional Holders (2015Q1)
Portfolio Summary: 14 Institutional holders with a total value of $8,342,220.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EVERETT HARRIS & CO /CA/ 155,000 4,171,000 50.00%
2 Wilmington Savings Fund Society, FSB 23,000 619,000 7.42%
3 ROOSEVELT INVESTMENT GROUP LLC 22,300 600,000 7.19%
4 FULTON BREAKEFIELD BROENNIMAN LLC 20,562 553,000 6.63%
5 PARAMETRIC PORTFOLIO ASSOCIATES LLC 16,105 433,000 5.19%
6 HANCOCK WHITNEY CORP 16,000 431,000 5.17%
7 AMERIPRISE FINANCIAL INC 12,877 347,000 4.16%
8 Janney Montgomery Scott LLC 12,737 343,000 4.11%
9 SPIRIT OF AMERICA MANAGEMENT CORP/NY 12,000 323,000 3.87%
10 LAFFER TENGLER INVESTMENTS, INC. 8,199 220,635 2.64%
11 GLENMEDE TRUST CO NA 7,000 188,000 2.25%
12 Estabrook Capital Management 3,200 86,112 1.03%
13 RISK PARADIGM GROUP, LLC 575 15,473 0.19%
14 PNC FINANCIAL SERVICES GROUP, INC. 450 12,000 0.14%

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.