Dark
Light
System
Security
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
101 Liberty Capital Management, Inc. 9,803 591,000 0.05%
102 Cannell & Co. 8,723 525,000 0.05%
103 Hugh Johnson Advisors LLC 8,665 522,000 0.05%
104 Lafayette Investments, Inc. 7,684 463,000 0.04%
105 BOSTON RESEARCH & MANAGEMENT INC 7,581 456,000 0.04%
106 ELEFANTE MICHAEL B 6,464 389,000 0.04%
107 Beaumont Financial Partners, LLC 6,401 386,000 0.03%
108 Constellation Wealth Advisors, LLC 5,990 361,000 0.03%
109 AUGUSTINE ASSET MANAGEMENT INC 5,800 349,000 0.03%
110 Hodges Capital Management Inc. 5,453 328,000 0.03%
111 SOMERVILLE KURT F 5,400 325,000 0.03%
112 REYNOLDS CAPITAL MANAGEMENT LLC 5,300 319,000 0.03%
113 Accuvest Global Advisors 4,825 291,000 0.03%
114 Crestwood Advisors Group, LLC 4,820 290,000 0.03%
115 Clean Yield Group 4,736 285,000 0.03%
116 Willingdon Wealth Management 4,655 280,000 0.03%
117 Ramsay, Stattman, Vela & Price, Inc. 4,320 260,000 0.02%
118 DT Investment Partners, LLC 4,069 245,000 0.02%
119 M. Kraus & Co 3,763 227,000 0.02%
120 Regis Management CO LLC 3,679 222,000 0.02%
121 Main Street Research LLC 3,551 214,000 0.02%
122 NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,518 212,000 0.02%
123 CROFT-LEOMINSTER INC 3,493 210,000 0.02%
124 Paragon Capital Management LLC 3,448 207,000 0.02%
125 Hemenway Trust Co LLC 2,386 144,000 0.01%
126 Broderick Brian C 1,848 111,000 0.01%
127 PATHSTONE FAMILY OFFICE, LLC 1,362 82,000 0.01%
128 Vigilant Capital Management, LLC 1,285 77,000 0.01%
Page 3 of 3

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.