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

Institutional Holders (2016Q2)
Portfolio Summary: 123 Institutional holders with a total value of $834,402,873.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Brave Warrior Advisors, LLC 2,815,045 174,927,000 20.96%
2 RUANE, CUNNIFF & GOLDFARB INC 1,010,846 62,814,000 7.53%
3 Avalon Investment & Advisory 796,322 49,483,000 5.93%
4 JAMES INVESTMENT RESEARCH, INC. 759,826 47,216,000 5.66%
5 World Asset Management Inc 370,956 23,051,000 2.76%
6 AMERICAN NATIONAL INSURANCE CO 340,857 21,181,000 2.54%
7 BERKSHIRE ASSET MANAGEMENT LLC/PA 335,231 20,831,000 2.50%
8 Kimelman & Baird, LLC 291,301 18,101,000 2.17%
9 FARR MILLER & WASHINGTON LLC/DC 283,937 17,644,000 2.11%
10 BEACH INVESTMENT COUNSEL INC/PA 281,442 17,489,000 2.10%
11 ROFFMAN MILLER ASSOCIATES INC /PA/ 271,129 16,848,000 2.02%
12 ROTHSCHILD INVESTMENT LLC /IL 265,076 16,472,000 1.97%
13 QCI ASSET MANAGEMENT INC/NY 258,510 16,064,000 1.93%
14 ABNER HERRMAN & BROCK LLC 213,651 13,304,000 1.59%
15 BARR E S & CO 210,472 13,079,000 1.57%
16 CARRET ASSET MANAGEMENT, LLC 205,400 12,764,000 1.53%
17 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 201,544 12,524,000 1.50%
18 Stillwater Capital Advisors, LLC 182,323 11,329,000 1.36%
19 Advisors Capital Management, LLC 180,692 11,228,000 1.35%
20 BUCKHEAD CAPITAL MANAGEMENT LLC 178,885 11,116,000 1.33%
21 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 177,067 11,003,000 1.32%
22 Azimuth Capital Management LLC 175,267 10,891,000 1.31%
23 EAGLE GLOBAL ADVISORS LLC 167,619 10,416,000 1.25%
24 BURNHAM ASSET MANAGEMENT CORP /NY/ 160,882 9,997,000 1.20%
25 InterOcean Capital, LLC 146,809 9,123,000 1.09%
26 PREMIER ASSET MANAGEMENT LLC 133,205 8,277,000 0.99%
27 VANTAGE WEALTH 132,774 8,251,000 0.99%
28 1834 INVESTMENT ADVISORS CO 121,873 7,573,000 0.91%
29 Palouse Capital Management, Inc. 105,891 6,580,000 0.79%
30 DOWLING & YAHNKE LLC 102,559 6,373,000 0.76%
31 Pettee Investors, Inc. 98,628 6,128,000 0.73%
32 Birch Hill Investment Advisors LLC 96,344 5,987,000 0.72%
33 Narwhal Capital Management 87,715 5,451,000 0.65%
34 Regent Investment Management LLC 87,334 5,427,000 0.65%
35 LOEB PARTNERS CORP 86,800 5,394,000 0.65%
36 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 85,188 5,294,000 0.63%
37 Moon Capital Management, LLC 77,611 4,822,741 0.58%
38 Lipe & Dalton 76,534 4,756,000 0.57%
39 Colonial Trust Advisors 73,535 4,569,000 0.55%
40 Main Street Research LLC 73,396 4,561,000 0.55%
41 DEARBORN PARTNERS LLC 62,782 3,901,000 0.47%
42 FLPUTNAM INVESTMENT MANAGEMENT CO 59,421 3,692,000 0.44%
43 Bollard Group LLC 54,758 3,403,000 0.41%
44 EXCALIBUR MANAGEMENT CORP 48,901 3,039,000 0.36%
45 Mengis Capital Management, Inc. 48,775 3,030,000 0.36%
46 INVESTMENT MANAGEMENT OF VIRGINIA LLC 45,476 2,826,000 0.34%
47 DAVIS R M INC 44,594 2,771,000 0.33%
48 American National Registered Investment Advisor, Inc. 44,169 2,745,000 0.33%
49 GRAYBILL WEALTH MANAGEMENT, LTD. 43,698 2,715,000 0.33%
50 Ascent Wealth Partners, LLC 43,441 2,699,000 0.32%
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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.