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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
51 SCHNIEDERS CAPITAL MANAGEMENT LLC 42,969 2,670,000 0.32%
52 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 41,079 2,553,000 0.31%
53 MCMILLION CAPITAL MANAGEMENT INC 40,849 2,538,000 0.30%
54 ROANOKE ASSET MANAGEMENT CORP/ NY 40,366 2,508,000 0.30%
55 KORNITZER CAPITAL MANAGEMENT INC /KS 39,963 2,483,000 0.30%
56 HIGH POINTE CAPITAL MANAGEMENT LLC 38,871 2,415,000 0.29%
57 DREMAN VALUE MANAGEMENT, L L C 38,698 2,405,000 0.29%
58 S&CO INC 36,912 2,294,000 0.27%
59 DUMONT & BLAKE INVESTMENT ADVISORS LLC 34,375 2,136,000 0.26%
60 GRANDFIELD & DODD, LLC 33,096 2,057,000 0.25%
61 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 32,775 2,037,000 0.24%
62 Coe Capital Management, LLC 31,276 1,943,000 0.23%
63 PETTYJOHN, WOOD & WHITE, INC 29,193 1,814,000 0.22%
64 W.G. Shaheen & Associates DBA Whitney & Co 28,084 1,745,000 0.21%
65 MONARCH CAPITAL MANAGEMENT INC 27,517 1,710,000 0.20%
66 SCHNEIDER CAPITAL MANAGEMENT CORP 27,347 1,699,000 0.20%
67 NICHOLS & PRATT ADVISERS LLP /MA 27,123 1,685,000 0.20%
68 Boltwood Capital Management 25,155 1,563,000 0.19%
69 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 24,163 1,501,000 0.18%
70 Willingdon Wealth Management 23,480 1,459,000 0.17%
71 HOLLENCREST CAPITAL MANAGEMENT 23,157 1,439,000 0.17%
72 AVIANCE CAPITAL MANAGEMENT, LLC 23,108 1,436,000 0.17%
73 Newman Dignan & Sheerar, Inc. 22,717 1,412,000 0.17%
74 Waldron Private Wealth LLC 22,652 1,407,000 0.17%
75 SCHALLER INVESTMENT GROUP INC 21,510 1,337,000 0.16%
76 Notis-McConarty Edward 19,962 1,240,000 0.15%
77 CrestPoint Capital Management, LLC 19,900 1,237,000 0.15%
78 Pinnacle Holdings, LLC 19,426 1,207,132 0.14%
79 Beach Investment Management, LLC. 19,340 1,202,000 0.14%
80 CONDOR CAPITAL MANAGEMENT 18,516 1,151,000 0.14%
81 SONATA CAPITAL GROUP INC 16,100 1,000,000 0.12%
82 Orca Investment Management, LLC 15,989 994,000 0.12%
83 QUADRANT CAPITAL GROUP LLC 15,513 949,000 0.11%
84 Sippican Capital Advisors 15,225 946,000 0.11%
85 EVERETT HARRIS & CO /CA/ 15,139 941,000 0.11%
86 LEE DANNER & BASS INC 14,535 903,000 0.11%
87 FRANKLIN STREET ADVISORS INC /NC 13,936 866,000 0.10%
88 ALESCO ADVISORS LLC 13,687 851,000 0.10%
89 RONALD BLUE & CO LLC 12,763 792,000 0.09%
90 L & S Advisors Inc 12,055 749,000 0.09%
91 Liberty Capital Management, Inc. 11,423 710,000 0.09%
92 Maple Capital Management, Inc. 11,189 695,000 0.08%
93 Ballentine Partners, LLC 10,943 681,000 0.08%
94 Cannell & Co. 10,823 673,000 0.08%
95 KEELEY ASSET MANAGEMENT CORP 10,450 649,000 0.08%
96 PROBITY ADVISORS, INC. 9,398 584,000 0.07%
97 Hugh Johnson Advisors LLC 8,142 506,000 0.06%
98 Lafayette Investments, Inc. 7,653 476,000 0.06%
99 BOSTON RESEARCH & MANAGEMENT INC 7,536 468,000 0.06%
100 Hodges Capital Management Inc. 7,505 466,000 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.