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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 ISTHMUS PARTNERS, LLC 519 32,000 0.00%
2 ArchPoint Investors 600 37,000 0.00%
3 STUART CHAUSSEE & ASSOCIATES, INC. 935 57,000 0.01%
4 NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,368 209,000 0.03%
5 SOMERVILLE KURT F 3,435 213,000 0.03%
6 PACER ADVISORS, INC. 3,584 223,000 0.03%
7 Hamilton Point Investment Advisors, LLC 3,640 226,000 0.03%
8 M. Kraus & Co 3,638 226,000 0.03%
9 ELM ADVISORS, LLC 3,993 248,000 0.03%
10 CROFT-LEOMINSTER INC 4,098 254,000 0.03%
11 DEMPZE NANCY E 4,100 255,000 0.03%
12 Crestwood Advisors Group, LLC 4,339 270,000 0.03%
13 Ramsay, Stattman, Vela & Price, Inc. 4,465 277,000 0.03%
14 Rex Capital Advisors, LLC 4,469 278,000 0.03%
15 PROFFITT & GOODSON INC 4,860 302,000 0.04%
16 Kidder Stephen W 4,935 307,000 0.04%
17 DF DENT & CO INC 5,162 321,000 0.04%
18 SignalPoint Asset Management, LLC 5,597 348,000 0.04%
19 AUGUSTINE ASSET MANAGEMENT INC 5,950 369,000 0.04%
20 MORRIS CAPITAL ADVISORS, LLC 6,099 379,000 0.05%
21 Reynders McVeigh Capital Management, LLC 6,149 382,000 0.05%
22 Beaumont Financial Partners, LLC 6,388 397,000 0.05%
23 Accuvest Global Advisors 7,264 451,000 0.05%
24 Hodges Capital Management Inc. 7,505 466,000 0.06%
25 BOSTON RESEARCH & MANAGEMENT INC 7,536 468,000 0.06%
26 Lafayette Investments, Inc. 7,653 476,000 0.06%
27 Hugh Johnson Advisors LLC 8,142 506,000 0.06%
28 PROBITY ADVISORS, INC. 9,398 584,000 0.07%
29 KEELEY ASSET MANAGEMENT CORP 10,450 649,000 0.08%
30 Cannell & Co. 10,823 673,000 0.08%
31 Ballentine Partners, LLC 10,943 681,000 0.08%
32 Maple Capital Management, Inc. 11,189 695,000 0.08%
33 Liberty Capital Management, Inc. 11,423 710,000 0.09%
34 L & S Advisors Inc 12,055 749,000 0.09%
35 RONALD BLUE & CO LLC 12,763 792,000 0.09%
36 ALESCO ADVISORS LLC 13,687 851,000 0.10%
37 FRANKLIN STREET ADVISORS INC /NC 13,936 866,000 0.10%
38 LEE DANNER & BASS INC 14,535 903,000 0.11%
39 EVERETT HARRIS & CO /CA/ 15,139 941,000 0.11%
40 Sippican Capital Advisors 15,225 946,000 0.11%
41 QUADRANT CAPITAL GROUP LLC 15,513 949,000 0.11%
42 Orca Investment Management, LLC 15,989 994,000 0.12%
43 SONATA CAPITAL GROUP INC 16,100 1,000,000 0.12%
44 CONDOR CAPITAL MANAGEMENT 18,516 1,151,000 0.14%
45 Beach Investment Management, LLC. 19,340 1,202,000 0.14%
46 Pinnacle Holdings, LLC 19,426 1,207,132 0.14%
47 CrestPoint Capital Management, LLC 19,900 1,237,000 0.15%
48 Notis-McConarty Edward 19,962 1,240,000 0.15%
49 SCHALLER INVESTMENT GROUP INC 21,510 1,337,000 0.16%
50 Waldron Private Wealth LLC 22,652 1,407,000 0.17%
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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.