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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
51 KILLEN GROUP INC 60,628 3,652,000 0.33%
52 FLPUTNAM INVESTMENT MANAGEMENT CO 57,434 3,460,000 0.31%
53 INVESTMENT MANAGEMENT OF VIRGINIA LLC 51,120 3,080,000 0.28%
54 RUANE, CUNNIFF & GOLDFARB INC 50,299 3,030,000 0.27%
55 Bollard Group LLC 48,850 2,943,000 0.27%
56 Cetera Advisors LLC 48,823 2,937,000 0.26%
57 MCMILLION CAPITAL MANAGEMENT INC 48,011 2,892,000 0.26%
58 American National Registered Investment Advisor, Inc. 46,666 2,811,000 0.25%
59 GRAYBILL WEALTH MANAGEMENT, LTD. 44,593 2,686,000 0.24%
60 Beach Investment Management, LLC. 44,040 2,653,000 0.24%
61 WOODMONT INVESTMENT COUNSEL LLC 41,793 2,518,000 0.23%
62 ROANOKE ASSET MANAGEMENT CORP/ NY 41,465 2,498,000 0.23%
63 WHALEROCK POINT PARTNERS, LLC 40,875 2,462,000 0.22%
64 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 39,786 2,397,000 0.22%
65 DREMAN VALUE MANAGEMENT, L L C 39,566 2,383,000 0.21%
66 Ascent Wealth Partners, LLC 36,805 2,217,000 0.20%
67 DUMONT & BLAKE INVESTMENT ADVISORS LLC 35,940 2,165,000 0.20%
68 S&CO INC 34,729 2,092,000 0.19%
69 RONALD BLUE & CO LLC 33,122 1,996,000 0.18%
70 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 31,754 1,913,000 0.17%
71 Boltwood Capital Management 28,746 1,732,000 0.16%
72 BURNHAM ASSET MANAGEMENT CORP /NY/ 28,242 1,701,000 0.15%
73 NICHOLS & PRATT ADVISERS LLP /MA 27,508 1,657,000 0.15%
74 HIGH POINTE CAPITAL MANAGEMENT LLC 27,311 1,645,000 0.15%
75 PETTYJOHN, WOOD & WHITE, INC 26,866 1,618,000 0.15%
76 MONARCH CAPITAL MANAGEMENT INC 26,779 1,613,000 0.15%
77 Coe Capital Management, LLC 25,600 1,542,000 0.14%
78 First City Capital Management, Inc. 23,478 1,414,315 0.13%
79 W.G. Shaheen & Associates DBA Whitney & Co 22,115 1,332,000 0.12%
80 HOLLENCREST CAPITAL MANAGEMENT 21,795 1,313,000 0.12%
81 SCHALLER INVESTMENT GROUP INC 21,510 1,296,000 0.12%
82 Pinnacle Holdings, LLC 21,501 1,295,220 0.12% SH
83 Notis-McConarty Edward 19,751 1,190,000 0.11%
84 Newman Dignan & Sheerar, Inc. 18,453 1,112,000 0.10%
85 CONDOR CAPITAL MANAGEMENT 18,432 1,110,000 0.10%
86 Orca Investment Management, LLC 17,221 1,037,000 0.09%
87 Sippican Capital Advisors 17,025 1,026,000 0.09%
88 CrestPoint Capital Management, LLC 16,900 1,018,000 0.09%
89 Atlas Brown,Inc. 16,736 1,008,000 0.09%
90 SCHNIEDERS CAPITAL MANAGEMENT LLC 16,410 989,000 0.09%
91 EXCALIBUR MANAGEMENT CORP 16,307 982,000 0.09%
92 LEE DANNER & BASS INC 14,975 902,000 0.08%
93 CHILTON CAPITAL MANAGEMENT LLC 14,184 854,000 0.08%
94 EVERETT HARRIS & CO /CA/ 12,622 760,000 0.07%
95 FRANKLIN STREET ADVISORS INC /NC 12,098 729,000 0.07%
96 Waldron Private Wealth LLC 11,471 691,000 0.06%
97 Maple Capital Management, Inc. 11,407 687,000 0.06%
98 Rex Capital Advisors, LLC 10,657 642,000 0.06%
99 KEELEY ASSET MANAGEMENT CORP 10,450 630,000 0.06%
100 Camelot Portfolios, LLC 10,228 616,000 0.06%
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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.