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JPMORGAN CHASE AND CO 5.50PCT
JPMORGAN CHASE AND CO 5.50PCT. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 3 Institutional holders with a total value of $3,874,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Windsor Financial Group, LLC 74,450 1,791,000 46.23%
2 CITY NATIONAL BANK 61,900 1,489,000 38.44%
3 Mengis Capital Management, Inc. 24,700 594,000 15.33%

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.