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

Institutional Holders (2015Q2)
Portfolio Summary: 12 Institutional holders with a total value of $9,027,043.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EVERETT HARRIS & CO /CA/ 155,000 4,066,000 45.04%
2 AMERIPRISE FINANCIAL INC 58,779 1,542,000 17.08%
3 Wilmington Savings Fund Society, FSB 24,050 631,000 6.99%
4 FULTON BREAKEFIELD BROENNIMAN LLC 23,762 623,000 6.90%
5 ROOSEVELT INVESTMENT GROUP LLC 21,900 574,000 6.36%
6 HANCOCK WHITNEY CORP 16,000 431,000 4.77%
7 PARAMETRIC PORTFOLIO ASSOCIATES LLC 16,450 431,000 4.77%
8 SPIRIT OF AMERICA MANAGEMENT CORP/NY 12,000 314,000 3.48%
9 LAFFER TENGLER INVESTMENTS, INC. 7,814 204,961 2.27%
10 GLENMEDE TRUST CO NA 7,000 183,000 2.03%
11 RISK PARADIGM GROUP, LLC 575 15,082 0.17%
12 PNC FINANCIAL SERVICES GROUP, INC. 450 12,000 0.13%

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.