JPMORGAN CHASE & CO's ticker is JPMWS and the CUSIP is 46634E114.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $17,481,000 | +5.4% | 706,300 | -6.2% | 0.36% | +14.5% |
| Q1 2015 | $16,580,000 | +5.8% | 753,300 | 0.0% | 0.31% | +44.2% |
| Q4 2014 | $15,669,000 | +3.4% | 753,300 | 0.0% | 0.22% | +2.9% |
| Q3 2014 | $15,149,000 | +4.0% | 753,300 | 0.0% | 0.21% | +43.2% |
| Q2 2014 | $14,561,000 | -4.3% | 753,300 | 0.0% | 0.15% | -5.2% |
| Q1 2014 | $15,217,000 | +4.2% | 753,300 | 0.0% | 0.15% | +2.7% |
| Q4 2013 | $14,606,000 | +15.7% | 753,300 | 0.0% | 0.15% | 0.0% |
| Q3 2013 | $12,625,000 | +7.4% | 753,300 | 0.0% | 0.15% | -2.0% |
| Q2 2013 | $11,751,000 | – | 753,300 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Biondo Investment Advisors, LLC | 1,082,947 | $16,894,000 | 7.33% |
| Chou Associates Management | 1,126,347 | $17,571,000 | 4.74% |
| AB CarVal Investors, LP | 254,500 | $3,970,000 | 3.45% |
| MCGLINN CAPITAL MANAGEMENT INC | 68,400 | $1,067,000 | 2.92% |
| NEW GENERATION ADVISORS, LLC | 458,861 | $7,158,000 | 2.91% |
| CI INVESTMENTS INC. | 15,614,271 | $243,583,000 | 2.65% |
| MILLER VALUE PARTNERS, LLC | 2,286,200 | $35,665,000 | 2.45% |
| AMI INVESTMENT MANAGEMENT INC | 91,825 | $1,432,000 | 1.31% |
| Consulta Ltd | 487,400 | $7,603,000 | 1.13% |
| Silver Point Capital L.P. | 640,000 | $9,984,000 | 1.03% |