JPMORGAN CHASE & CO's ticker is JPMWS and the CUSIP is 46634E114.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $936,000 | -51.4% | 38,000 | -60.0% | 1.77% | -36.5% |
| Q2 2016 | $1,924,000 | +24.2% | 95,000 | +8.6% | 2.78% | -12.0% |
| Q1 2016 | $1,549,000 | +12.7% | 87,500 | +26.8% | 3.17% | +53.2% |
| Q3 2015 | $1,374,000 | -14.6% | 69,000 | +6.2% | 2.07% | -24.8% |
| Q2 2015 | $1,608,000 | -15.1% | 65,000 | -24.4% | 2.75% | +4.5% |
| Q1 2015 | $1,893,000 | -30.0% | 86,000 | -33.8% | 2.63% | -39.7% |
| Q4 2014 | $2,704,000 | -8.8% | 130,000 | -11.9% | 4.36% | +4.6% |
| Q3 2014 | $2,966,000 | -1.0% | 147,500 | -4.8% | 4.17% | -1.5% |
| Q2 2014 | $2,996,000 | +2.3% | 155,000 | +6.9% | 4.23% | -10.5% |
| Q1 2014 | $2,929,000 | +80.0% | 145,000 | +72.8% | 4.73% | +151.0% |
| Q4 2013 | $1,627,000 | +61.7% | 83,900 | +39.8% | 1.88% | +116.9% |
| Q3 2013 | $1,006,000 | – | 60,000 | – | 0.87% | – |
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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% |