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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $315,991,000 | +4.4% | 11,760 | +9.9% | 0.08% | +1.2% |
| Q3 2016 | $302,674,000 | +16.8% | 10,699 | +16.6% | 0.08% | +13.5% |
| Q2 2016 | $259,073,000 | +10.5% | 9,174 | +8.4% | 0.07% | +17.5% |
| Q1 2016 | $234,397,000 | +7.9% | 8,462 | +4.3% | 0.06% | +10.5% |
| Q3 2015 | $217,266,000 | +6.0% | 8,110 | +3.8% | 0.06% | +14.0% |
| Q2 2015 | $204,961,000 | -7.1% | 7,814 | -4.7% | 0.05% | +61.3% |
| Q1 2015 | $220,635,000 | +0.5% | 8,199 | -1.3% | 0.03% | 0.0% |
| Q4 2014 | $219,497,000 | +19.0% | 8,308 | +15.1% | 0.03% | +14.8% |
| Q3 2014 | $184,415,000 | +55.4% | 7,215 | +57.3% | 0.03% | +50.0% |
| Q2 2014 | $118,665,000 | – | 4,587 | – | 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% |