JPMORGAN CHASE & CO's ticker is JPMPRBCL and the CUSIP is 48127A161. A total of 12 filers reported holding JPMORGAN CHASE & CO in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,550,000 | -5.8% | 61,012 | -5.1% | 0.10% | +8.5% |
| Q3 2018 | $1,645,000 | -2.2% | 64,311 | +0.3% | 0.09% | -9.6% |
| Q2 2018 | $1,682,000 | -50.7% | 64,132 | -50.8% | 0.10% | 0.0% |
| Q1 2018 | $3,410,000 | +104.3% | 130,470 | +111.4% | 0.10% | +6.1% |
| Q4 2017 | $1,669,000 | -2.2% | 61,709 | -2.7% | 0.10% | -5.8% |
| Q3 2017 | $1,706,000 | -1.5% | 63,412 | -1.2% | 0.10% | -4.6% |
| Q2 2017 | $1,732,000 | -2.7% | 64,198 | -1.1% | 0.11% | -4.4% |
| Q1 2017 | $1,780,000 | +4.2% | 64,931 | +2.1% | 0.11% | -0.9% |
| Q4 2016 | $1,709,000 | -7.2% | 63,611 | -2.3% | 0.12% | -8.7% |
| Q3 2016 | $1,841,000 | -0.4% | 65,093 | -0.5% | 0.13% | -2.3% |
| Q2 2016 | $1,848,000 | +1.4% | 65,439 | -0.5% | 0.13% | -3.7% |
| Q1 2016 | $1,822,000 | +0.5% | 65,784 | -0.3% | 0.13% | -6.3% |
| Q4 2015 | $1,813,000 | +3.6% | 65,980 | +1.0% | 0.14% | -1.4% |
| Q3 2015 | $1,750,000 | +10.8% | 65,328 | +8.5% | 0.14% | +15.1% |
| Q2 2015 | $1,580,000 | -1.1% | 60,227 | +1.4% | 0.13% | -1.6% |
| Q1 2015 | $1,598,000 | +23.4% | 59,375 | +21.1% | 0.13% | +17.4% |
| Q4 2014 | $1,295,000 | +26.0% | 49,031 | +21.9% | 0.11% | +16.0% |
| Q3 2014 | $1,028,000 | – | 40,231 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 27,978 | $2,881,000 | 1.31% |
| COBIZ WEALTH, LLC | 22,000 | $577,000 | 0.12% |
| ROANOKE ASSET MANAGEMENT CORP/ NY | 8,700 | $228,000 | 0.11% |
| KCM INVESTMENT ADVISORS LLC | 64,132 | $1,682,000 | 0.10% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 23,638 | $620,000 | 0.10% |
| ROOSEVELT INVESTMENT GROUP LLC | 18,000 | $472,000 | 0.04% |
| BRYN MAWR TRUST Co | 25,750 | $675,000 | 0.04% |
| Estabrook Capital Management | 2,200 | $57,684,000 | 0.01% |
| ASSET ADVISORS CORP | 600 | $16,000 | 0.00% |
| Sonora Investment Management, LLC | 155 | $4,000 | 0.00% |