JPMORGAN CHASE & CO's ticker is JPMPRBCL and the CUSIP is 48127A161. A total of 15 filers reported holding JPMORGAN CHASE & CO in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $323,000 | -0.3% | 12,000 | 0.0% | 0.03% | -2.9% |
| Q2 2017 | $324,000 | -1.5% | 12,000 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $329,000 | +1.9% | 12,000 | 0.0% | 0.04% | -7.9% |
| Q4 2016 | $323,000 | -5.0% | 12,000 | 0.0% | 0.04% | -13.6% |
| Q3 2016 | $340,000 | +0.6% | 12,000 | 0.0% | 0.04% | -12.0% |
| Q2 2016 | $338,000 | +1.8% | 12,000 | 0.0% | 0.05% | -15.3% |
| Q1 2016 | $332,000 | +0.6% | 12,000 | 0.0% | 0.06% | -6.3% |
| Q4 2015 | $330,000 | +2.5% | 12,000 | 0.0% | 0.06% | -6.0% |
| Q3 2015 | $322,000 | +2.5% | 12,000 | 0.0% | 0.07% | +9.8% |
| Q2 2015 | $314,000 | -2.8% | 12,000 | 0.0% | 0.06% | -10.3% |
| Q1 2015 | $323,000 | +1.9% | 12,000 | 0.0% | 0.07% | -16.0% |
| Q4 2014 | $317,000 | +3.3% | 12,000 | 0.0% | 0.08% | -12.9% |
| Q3 2014 | $307,000 | +490.4% | 12,000 | +500.0% | 0.09% | +342.9% |
| Q2 2014 | $52,000 | +2.0% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $51,000 | – | 2,000 | – | 0.02% | – |
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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% |