| 25.48 Data as of May 17 |  -0.01 / -0.04%Today’s Change | 25.44 Today|||52-Week Range 27.55 | -1.89% Year-to-Date |
| Mutual fund holders | 9.23% |
| Other institutional | -8.28% |
| Individual stakeholders | -- |
| 3/31/2013 | JANNEY MONTGOMERY SCOTT LLC Bought 500.00 shares of JPMorgan Chase & Co |
| 3/31/2013 | COLUMBIA MANAGEMENT INVESTMENT A... Sold 54.00 shares of JPMorgan Chase & Co |
| 3/31/2013 | TOWER BRIDGE ADVISORS, INC. Sold 100.00 shares of JPMorgan Chase & Co |
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Norris, Perne & French LLP | 0.30% | 216,905 | 5,533,247 | -7,000 | -3.13% |
| Mid-Continent Capital LLC | 0.10% | 73,400 | 1,872,434 | 0 | 0.00% |
| Tower Bridge Advisors, Inc. | 0.09% | 63,400 | 1,617,334 | -100 | -0.16% |
| Shapiro Capital Management Co., I... | 0.05% | 33,450 | 853,310 | 0 | 0.00% |
| Rochdale Investment Management LL... | 0.04% | 28,870 | 736,474 | -405 | -1.38% |
| Mathes Co., Inc. | 0.03% | 24,300 | 619,893 | 0 | 0.00% |
| Stanton Asset Management | 0.03% | 20,000 | 510,200 | +20,000 | -- |
| Lee Munder Capital Group LLC | 0.03% | 19,700 | 502,547 | 0 | 0.00% |
| Lawrence W. Kelly & Associates, I... | 0.03% | 17,700 | 451,527 | 0 | 0.00% |
| Iwamoto, Kong & Co., Inc. | 0.03% | 18,175 | 463,644 | 0 | 0.00% |
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| iShares S&P US Preferred Stock In... | 4.73% | 3,404,692 | 86,853,693 | 0 | 0.00% |
| PowerShares Financial Preferred P... | 2.92% | 2,103,342 | 53,656,254 | +18,834 | +0.90% |
| John Hancock Preferred Income Fun... | 0.55% | 395,000 | 10,076,450 | 0 | 0.00% |
| Alger Spectra Fund | 0.27% | 194,990 | 4,974,195 | 0 | 0.00% |
| First Trust Multi Asset Diversifi... | 0.21% | 147,389 | 3,759,893 | +53,338 | +56.71% |
| John Hancock Tax Advantaged Divid... | 0.19% | 140,000 | 3,571,400 | 0 | 0.00% |
| SPDR Wells Fargo Preferred Stock ... | 0.18% | 132,579 | 3,382,090 | +4,889 | +3.83% |
| Advisory Research Strategic Incom... | 0.10% | 72,800 | 1,857,128 | +72,800 | -- |
| Global X SuperIncome Preferred ET... | 0.03% | 21,831 | 556,909 | +2,740 | +14.35% |
| O’Leary Global Yield Opportunitie... | 0.02% | 12,900 | 329,079 | +12,900 | -- |
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