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

Institutional Holders (2017Q1)
Portfolio Summary: 12 Institutional holders with a total value of $7,723,302.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EVERETT HARRIS & CO /CA/ 155,000 4,249,000 55.02%
2 Wilmington Savings Fund Society, FSB 25,750 706,000 9.14%
3 FULTON BREAKEFIELD BROENNIMAN LLC 23,747 651,000 8.43%
4 ROOSEVELT INVESTMENT GROUP LLC 19,600 537,000 6.95%
5 PARAMETRIC PORTFOLIO ASSOCIATES LLC 13,338 366,000 4.74%
6 GLENMEDE TRUST CO NA 12,745 349,000 4.52%
7 COBIZ WEALTH, LLC 12,500 343,000 4.44%
8 SPIRIT OF AMERICA MANAGEMENT CORP/NY 12,000 329,000 4.26%
9 INTELLECTUS PARTNERS, LLC 3,087 85,000 1.10%
10 Estabrook Capital Management 2,200 60,302 0.78%
11 PNC FINANCIAL SERVICES GROUP, INC. 1,150 32,000 0.41%
12 ASSET ADVISORS CORP 600 16,000 0.21%

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.