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

Institutional Holders (2014Q1)
Portfolio Summary: 7 Institutional holders with a total value of $2,573,024.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PARAMETRIC PORTFOLIO ASSOCIATES LLC 38,024 830,000 32.26%
2 REIK & CO., LLC 23,000 502,000 19.51%
3 Wellington Shields Capital Management, LLC 20,750 453,000 17.61%
4 New Century Advisors, LLC 20,000 438,000 17.02%
5 NEVILLE RODIE & SHAW INC 13,900 304,000 11.81%
6 Estabrook Capital Management 1,100 24,024 0.93%
7 OLD SECOND NATIONAL BANK OF AURORA 1,000 22,000 0.86%

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.