Edge Wealth Management LLC - JPMORGAN CHASE & CO DEP SHS PF ownership

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of JPMORGAN CHASE & CO DEP SHS PF
ValueSharesWeighting
Q2 2019$26,0000.0%1,0000.0%0.01%0.0%
Q1 2019$26,000
+4.0%
1,0000.0%0.01%
-14.3%
Q4 2018$25,000
-3.8%
1,0000.0%0.01%
+16.7%
Q3 2018$26,0000.0%1,0000.0%0.01%
-14.3%
Q2 2018$26,0000.0%1,0000.0%0.01%0.0%
Q1 2018$26,0000.0%1,0000.0%0.01%0.0%
Q4 2017$26,000
-3.7%
1,0000.0%0.01%
-12.5%
Q3 2017$27,0000.0%1,0000.0%0.01%
-11.1%
Q2 2017$27,000
-3.6%
1,0000.0%0.01%
-25.0%
Q3 2016$28,0001,0000.01%
Other shareholders
JPMORGAN CHASE & CO DEP SHS PF shareholders Q3 2019
NameSharesValueWeighting ↓
EVERETT HARRIS & CO /CA/ 170,000$4,597,0000.15%
Intellectus Partners, LLC 9,793$265,0000.14%
ROOSEVELT INVESTMENT GROUP LLC 33,550$907,0000.08%
SPIRIT OF AMERICA MANAGEMENT CORP/NY 24,500$663,0000.07%
Estabrook Capital Management 1,850$50,024,0000.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC 14,748$399,0000.00%
View complete list of JPMORGAN CHASE & CO DEP SHS PF shareholders