JPMORGAN CHASE & CO's ticker is JPMPRBCL and the CUSIP is 48127A161. A total of 13 filers reported holding JPMORGAN CHASE & CO in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $84,000 | +6.3% | 3,315 | +7.6% | 0.00% | – |
| Q3 2018 | $79,000 | -1.2% | 3,082 | +1.5% | 0.00% | – |
| Q2 2018 | $80,000 | -7.0% | 3,037 | -7.6% | 0.00% | – |
| Q1 2018 | $86,000 | +109.8% | 3,287 | +118.4% | 0.00% | – |
| Q4 2017 | $41,000 | +32.3% | 1,505 | +30.9% | 0.00% | – |
| Q3 2017 | $31,000 | 0.0% | 1,150 | 0.0% | 0.00% | – |
| Q2 2017 | $31,000 | -3.1% | 1,150 | 0.0% | 0.00% | – |
| Q1 2017 | $32,000 | +3.2% | 1,150 | 0.0% | 0.00% | – |
| Q4 2016 | $31,000 | +47.6% | 1,150 | +53.3% | 0.00% | – |
| Q3 2016 | $21,000 | +110.0% | 750 | +114.3% | 0.00% | – |
| Q2 2016 | $10,000 | -16.7% | 350 | -22.2% | 0.00% | – |
| Q1 2016 | $12,000 | 0.0% | 450 | 0.0% | 0.00% | – |
| Q4 2015 | $12,000 | 0.0% | 450 | 0.0% | 0.00% | – |
| Q3 2015 | $12,000 | 0.0% | 450 | 0.0% | 0.00% | – |
| Q2 2015 | $12,000 | 0.0% | 450 | 0.0% | 0.00% | – |
| Q1 2015 | $12,000 | – | 450 | – | 0.00% | – |
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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% |