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 | $596,000 | -1.5% | 23,455 | -0.8% | 0.10% | +11.7% |
| Q3 2018 | $605,000 | -2.4% | 23,646 | +0.0% | 0.09% | -5.1% |
| Q2 2018 | $620,000 | +0.3% | 23,638 | +0.0% | 0.10% | -7.5% |
| Q1 2018 | $618,000 | -2.5% | 23,630 | +0.9% | 0.11% | +0.9% |
| Q4 2017 | $634,000 | -0.3% | 23,430 | -0.8% | 0.11% | -4.5% |
| Q3 2017 | $636,000 | -0.8% | 23,630 | -0.5% | 0.11% | -2.6% |
| Q2 2017 | $641,000 | -1.5% | 23,747 | 0.0% | 0.11% | -5.8% |
| Q1 2017 | $651,000 | -3.6% | 23,747 | -5.4% | 0.12% | -9.7% |
| Q4 2016 | $675,000 | -4.9% | 25,112 | 0.0% | 0.13% | -6.9% |
| Q3 2016 | $710,000 | +3.6% | 25,112 | +3.5% | 0.14% | +2.9% |
| Q2 2016 | $685,000 | +0.7% | 24,262 | -1.2% | 0.14% | -6.0% |
| Q1 2016 | $680,000 | +1.2% | 24,562 | +0.5% | 0.15% | 0.0% |
| Q4 2015 | $672,000 | +2.6% | 24,445 | 0.0% | 0.15% | -3.2% |
| Q3 2015 | $655,000 | +5.1% | 24,445 | +2.9% | 0.15% | +13.2% |
| Q2 2015 | $623,000 | +12.7% | 23,762 | +15.6% | 0.14% | +10.6% |
| Q1 2015 | $553,000 | +1.8% | 20,562 | 0.0% | 0.12% | +3.4% |
| Q4 2014 | $543,000 | +36.4% | 20,562 | +32.0% | 0.12% | +28.0% |
| Q3 2014 | $398,000 | +18.5% | 15,572 | +19.6% | 0.09% | +14.8% |
| Q2 2014 | $336,000 | – | 13,022 | – | 0.08% | – |
Download | ||||||
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% |