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

Institutional Holders (2014Q3)
Portfolio Summary: 128 Institutional holders with a total value of $1,109,554,535.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Vigilant Capital Management, LLC 1,285 77,000 0.01%
2 PATHSTONE FAMILY OFFICE, LLC 1,362 82,000 0.01%
3 Broderick Brian C 1,848 111,000 0.01%
4 Hemenway Trust Co LLC 2,386 144,000 0.01%
5 Paragon Capital Management LLC 3,448 207,000 0.02%
6 CROFT-LEOMINSTER INC 3,493 210,000 0.02%
7 NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,518 212,000 0.02%
8 Main Street Research LLC 3,551 214,000 0.02%
9 Regis Management CO LLC 3,679 222,000 0.02%
10 M. Kraus & Co 3,763 227,000 0.02%
11 DT Investment Partners, LLC 4,069 245,000 0.02%
12 Ramsay, Stattman, Vela & Price, Inc. 4,320 260,000 0.02%
13 Willingdon Wealth Management 4,655 280,000 0.03%
14 Clean Yield Group 4,736 285,000 0.03%
15 Crestwood Advisors Group, LLC 4,820 290,000 0.03%
16 Accuvest Global Advisors 4,825 291,000 0.03%
17 REYNOLDS CAPITAL MANAGEMENT LLC 5,300 319,000 0.03%
18 SOMERVILLE KURT F 5,400 325,000 0.03%
19 Hodges Capital Management Inc. 5,453 328,000 0.03%
20 AUGUSTINE ASSET MANAGEMENT INC 5,800 349,000 0.03%
21 Constellation Wealth Advisors, LLC 5,990 361,000 0.03%
22 Beaumont Financial Partners, LLC 6,401 386,000 0.03%
23 ELEFANTE MICHAEL B 6,464 389,000 0.04%
24 BOSTON RESEARCH & MANAGEMENT INC 7,581 456,000 0.04%
25 Lafayette Investments, Inc. 7,684 463,000 0.04%
26 Hugh Johnson Advisors LLC 8,665 522,000 0.05%
27 Cannell & Co. 8,723 525,000 0.05%
28 Liberty Capital Management, Inc. 9,803 591,000 0.05%
29 Camelot Portfolios, LLC 10,228 616,000 0.06%
30 KEELEY ASSET MANAGEMENT CORP 10,450 630,000 0.06%
31 Rex Capital Advisors, LLC 10,657 642,000 0.06%
32 Maple Capital Management, Inc. 11,407 687,000 0.06%
33 Waldron Private Wealth LLC 11,471 691,000 0.06%
34 FRANKLIN STREET ADVISORS INC /NC 12,098 729,000 0.07%
35 EVERETT HARRIS & CO /CA/ 12,622 760,000 0.07%
36 CHILTON CAPITAL MANAGEMENT LLC 14,184 854,000 0.08%
37 LEE DANNER & BASS INC 14,975 902,000 0.08%
38 EXCALIBUR MANAGEMENT CORP 16,307 982,000 0.09%
39 SCHNIEDERS CAPITAL MANAGEMENT LLC 16,410 989,000 0.09%
40 Atlas Brown,Inc. 16,736 1,008,000 0.09%
41 CrestPoint Capital Management, LLC 16,900 1,018,000 0.09%
42 Sippican Capital Advisors 17,025 1,026,000 0.09%
43 Orca Investment Management, LLC 17,221 1,037,000 0.09%
44 CONDOR CAPITAL MANAGEMENT 18,432 1,110,000 0.10%
45 Newman Dignan & Sheerar, Inc. 18,453 1,112,000 0.10%
46 Notis-McConarty Edward 19,751 1,190,000 0.11%
47 Pinnacle Holdings, LLC 21,501 1,295,220 0.12% SH
48 SCHALLER INVESTMENT GROUP INC 21,510 1,296,000 0.12%
49 HOLLENCREST CAPITAL MANAGEMENT 21,795 1,313,000 0.12%
50 W.G. Shaheen & Associates DBA Whitney & Co 22,115 1,332,000 0.12%
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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.