JPMORGAN CHASE & CO's ticker is JPMWS and the CUSIP is 46634E114.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $7,254,000 | -4.0% | 144,236 | -11.6% | 3.33% | -58.1% |
| Q1 2017 | $7,559,000 | +4.6% | 163,236 | 0.0% | 7.95% | -41.4% |
| Q4 2016 | $7,226,000 | -62.4% | 163,236 | -79.1% | 13.57% | +20.6% |
| Q3 2016 | $19,200,000 | +19.8% | 779,552 | -1.5% | 11.25% | +8.6% |
| Q2 2016 | $16,029,000 | +16.4% | 791,552 | +1.7% | 10.36% | -5.7% |
| Q1 2016 | $13,776,000 | +42.0% | 778,325 | +117.0% | 10.99% | +25.3% |
| Q4 2015 | $9,704,000 | – | 358,594 | – | 8.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chou Associates Management | 1,126,347 | $22,432,000 | 7.70% |
| Biondo Investment Advisors, LLC | 705,995 | $14,057,000 | 4.67% |
| VERTEX ONE ASSET MANAGEMENT INC. | 1,151,379 | $22,924,000 | 3.12% |
| Concourse Capital Management, LLC | 308,513 | $6,142,000 | 3.10% |
| Teewinot Capital Advisers, L.L.C. | 215,700 | $4,295,000 | 3.04% |
| SOUTHPORT MANAGEMENT, L.L.C. | 75,000 | $1,493,000 | 3.02% |
| Brave Warrior Advisors | 4,647,495 | $92,532,000 | 2.94% |
| NEW GENERATION ADVISORS, LLC | 254,752 | $5,072,000 | 2.61% |
| SALZHAUER MICHAEL | 137,039 | $2,728,000 | 2.23% |
| Centaur Capital | 69,000 | $1,374,000 | 2.07% |