JPMORGAN CHASE & CO's ticker is JPMPRBCL and the CUSIP is 48127A161.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $457,000 | -0.7% | 18,000 | 0.0% | 0.05% | +19.0% |
| Q3 2018 | $460,000 | -2.5% | 18,000 | 0.0% | 0.04% | -4.5% |
| Q2 2018 | $472,000 | -5.0% | 18,000 | -5.3% | 0.04% | -6.4% |
| Q1 2018 | $497,000 | -3.3% | 19,000 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $514,000 | +0.6% | 19,000 | 0.0% | 0.05% | 0.0% |
| Q3 2017 | $511,000 | -0.4% | 19,000 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $513,000 | -4.5% | 19,000 | -3.1% | 0.05% | -4.1% |
| Q1 2017 | $537,000 | +1.9% | 19,600 | 0.0% | 0.05% | +4.3% |
| Q4 2016 | $527,000 | -4.9% | 19,600 | 0.0% | 0.05% | +6.8% |
| Q3 2016 | $554,000 | -4.8% | 19,600 | -4.9% | 0.04% | -2.2% |
| Q2 2016 | $582,000 | +1.9% | 20,600 | 0.0% | 0.04% | -11.8% |
| Q1 2016 | $571,000 | -1.6% | 20,600 | -2.4% | 0.05% | +34.2% |
| Q4 2015 | $580,000 | -1.2% | 21,100 | -3.7% | 0.04% | 0.0% |
| Q3 2015 | $587,000 | +2.3% | 21,900 | 0.0% | 0.04% | +11.8% |
| Q2 2015 | $574,000 | -4.3% | 21,900 | -1.8% | 0.03% | +3.0% |
| Q1 2015 | $600,000 | +1.0% | 22,300 | -0.9% | 0.03% | 0.0% |
| Q4 2014 | $594,000 | +3.3% | 22,500 | 0.0% | 0.03% | +6.5% |
| Q3 2014 | $575,000 | +1.1% | 22,500 | +2.3% | 0.03% | +29.2% |
| Q2 2014 | $569,000 | -99.9% | 22,000 | -7.2% | 0.02% | -14.3% |
| Q1 2014 | $601,980,000 | – | 23,700 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 56,458 | $6,118,000 | 1.81% |
| COBIZ WEALTH, LLC | 22,500 | $588,000 | 0.12% |
| ROANOKE ASSET MANAGEMENT CORP/ NY | 8,700 | $227,000 | 0.11% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 23,630 | $618,000 | 0.11% |
| KCM INVESTMENT ADVISORS LLC | 130,470 | $3,410,000 | 0.10% |
| ROOSEVELT INVESTMENT GROUP LLC | 19,000 | $497,000 | 0.05% |
| BRYN MAWR TRUST Co | 25,750 | $673,000 | 0.04% |
| Estabrook Capital Management | 2,200 | $57,508,000 | 0.01% |
| ASSET ADVISORS CORP | 600 | $16,000 | 0.00% |
| Sonora Investment Management, LLC | 155 | $4,052,000 | 0.00% |