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

Institutional Holders (2016Q4)
Portfolio Summary: 138 Institutional holders with a total value of $1,637,738,217.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Hemenway Trust Co LLC 1,689 146,000 0.01%
2 STUART CHAUSSEE & ASSOCIATES, INC. 2,250 194,000 0.01%
3 Huntington Steele LLC 2,340 202,000 0.01%
4 VISTA CAPITAL PARTNERS, INC. 2,460 212,000 0.01% SH
5 ISTHMUS PARTNERS, LLC 2,528 218,000 0.01%
6 NORTH POINT PORTFOLIO MANAGERS CORP/OH 2,636 227,000 0.01%
7 THOMAS STORY & SON LLC 2,782 240,000 0.01%
8 FORBES J M & CO LLP 2,898 250,000 0.02%
9 BAINCO INTERNATIONAL INVESTORS 3,013 260,000 0.02%
10 Legacy Capital Partners, Inc. 3,260 282,000 0.02%
11 PACER ADVISORS, INC. 3,410 294,000 0.02%
12 SOMERVILLE KURT F 3,435 297,000 0.02%
13 ELM ADVISORS, LLC 3,738 323,000 0.02%
14 Hamilton Point Investment Advisors, LLC 3,798 328,000 0.02%
15 CROFT-LEOMINSTER INC 4,000 345,000 0.02% PRN
16 Ramsay, Stattman, Vela & Price, Inc. 4,070 351,000 0.02%
17 DEMPZE NANCY E 4,100 354,000 0.02%
18 Kidder Stephen W 4,135 357,000 0.02%
19 Long Road Investment Counsel, LLC 4,432 382,000 0.02%
20 M. Kraus & Co 4,547 392,000 0.02%
21 Renaissance Investment Group LLC 4,924 425,000 0.03%
22 DF DENT & CO INC 5,104 440,000 0.03%
23 MOLONEY SECURITIES ASSET MANAGEMENT, LLC 5,220 450,000 0.03%
24 AVIANCE CAPITAL MANAGEMENT, LLC 5,856 505,000 0.03%
25 SignalPoint Asset Management, LLC 6,029 520,000 0.03%
26 Beaumont Financial Partners, LLC 6,110 527,000 0.03%
27 MORRIS CAPITAL ADVISORS, LLC 6,178 533,000 0.03%
28 PROFFITT & GOODSON INC 6,270 541,000 0.03%
29 Reynders McVeigh Capital Management, LLC 6,680 576,000 0.04%
30 Crestwood Advisors Group, LLC 6,829 589,000 0.04%
31 Hugh Johnson Advisors LLC 6,843 590,000 0.04%
32 BBR PARTNERS, LLC 6,989 603,000 0.04%
33 Lafayette Investments, Inc. 7,755 669,000 0.04%
34 MASSEY QUICK SIMON & CO., LLC 8,370 722,000 0.04%
35 Ken Stern & Associates, Inc. 8,377 723,000 0.04%
36 Cannell & Co. 8,573 740,000 0.05%
37 BOSTON RESEARCH & MANAGEMENT INC 9,016 777,000 0.05%
38 PROBITY ADVISORS, INC. 9,245 798,000 0.05%
39 First Dallas Securities Inc. 9,622 831,000 0.05%
40 Hollow Brook Wealth Management LLC 9,751 841,000 0.05%
41 ELCO MANAGEMENT CO., LLC 12,011 1,036,000 0.06%
42 Maple Capital Management, Inc. 13,424 1,158,000 0.07%
43 LEE DANNER & BASS INC 14,830 1,280,000 0.08%
44 EVERETT HARRIS & CO /CA/ 15,039 1,298,000 0.08%
45 Sippican Capital Advisors 15,050 1,299,000 0.08%
46 SONATA CAPITAL GROUP INC 15,100 1,303,000 0.08%
47 FRANKLIN STREET ADVISORS INC /NC 15,411 1,330,000 0.08%
48 Orca Investment Management, LLC 15,642 1,350,000 0.08%
49 Hodges Capital Management Inc. 15,678 1,353,000 0.08%
50 L & S Advisors Inc 15,866 1,369,000 0.08%
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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.