JPMORGAN CHASE & CO's ticker is JPMPRG and the CUSIP is 48127X542.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,051,000 | -1.1% | 41,300 | 0.0% | 0.46% | -9.1% |
| Q4 2020 | $1,063,000 | +1.6% | 41,300 | 0.0% | 0.50% | -11.8% |
| Q3 2020 | $1,046,000 | -0.3% | 41,300 | 0.0% | 0.57% | -6.1% |
| Q2 2020 | $1,049,000 | +1.4% | 41,300 | 0.0% | 0.61% | -12.9% |
| Q1 2020 | $1,035,000 | -2.6% | 41,300 | 0.0% | 0.70% | +31.3% |
| Q4 2019 | $1,063,000 | -0.7% | 41,300 | 0.0% | 0.53% | +6.2% |
| Q3 2019 | $1,070,000 | -7.4% | 41,300 | -6.8% | 0.50% | -4.2% |
| Q2 2019 | $1,156,000 | -2.6% | 44,300 | -2.2% | 0.52% | -5.6% |
| Q1 2019 | $1,187,000 | +2.6% | 45,300 | 0.0% | 0.55% | -9.8% |
| Q4 2018 | $1,157,000 | -0.9% | 45,300 | 0.0% | 0.61% | +17.0% |
| Q3 2018 | $1,167,000 | -2.3% | 45,300 | 0.0% | 0.52% | -8.9% |
| Q2 2018 | $1,194,000 | +4.5% | 45,300 | +4.6% | 0.58% | +4.4% |
| Q1 2018 | $1,143,000 | -2.1% | 43,300 | 0.0% | 0.55% | -1.4% |
| Q4 2017 | $1,168,000 | +0.1% | 43,300 | 0.0% | 0.56% | +1.6% |
| Q3 2017 | $1,167,000 | -0.7% | 43,300 | 0.0% | 0.55% | -1.3% |
| Q2 2017 | $1,175,000 | +4.8% | 43,300 | +2.4% | 0.56% | +4.5% |
| Q1 2017 | $1,121,000 | +4.5% | 42,300 | 0.0% | 0.53% | +9.4% |
| Q4 2016 | $1,073,000 | -11.2% | 42,300 | -5.1% | 0.49% | -10.8% |
| Q3 2016 | $1,208,000 | +1.9% | 44,550 | 0.0% | 0.55% | -0.5% |
| Q2 2016 | $1,185,000 | +1.8% | 44,550 | 0.0% | 0.55% | +1.9% |
| Q1 2016 | $1,164,000 | +0.3% | 44,550 | -0.6% | 0.54% | +8.7% |
| Q4 2015 | $1,160,000 | +3.8% | 44,800 | 0.0% | 0.50% | +20.7% |
| Q3 2015 | $1,118,000 | +0.9% | 44,800 | 0.0% | 0.41% | +15.1% |
| Q2 2015 | $1,108,000 | – | 44,800 | – | 0.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROANOKE ASSET MANAGEMENT CORP/ NY | 41,300 | $1,063,000 | 0.50% |
| Sonora Investment Management, LLC | 130,128 | $3,351,000 | 0.28% |
| Bramshill Investments, LLC | 106,539 | $4,002,000 | 0.28% |
| Mathes Company, Inc. | 17,450 | $449,000 | 0.18% |
| Crossmark Global Holdings, Inc. | 246,164 | $6,339,000 | 0.16% |
| Edge Wealth Management LLC | 11,000 | $283,000 | 0.06% |
| Fairpointe Capital LLC | 10,000 | $257,000 | 0.05% |
| Highlander Capital Management, LLC | 400 | $10,000 | 0.01% |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 100 | $3,000 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 3,991 | $103,000 | 0.00% |