JPMORGAN CHASE & CO's ticker is JPMPRG and the CUSIP is 48127X542.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $158,000 | +53.4% | 6,192 | +55.1% | 0.00% | – |
| Q4 2020 | $103,000 | +1187.5% | 3,991 | +1230.3% | 0.00% | – |
| Q3 2018 | $8,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2018 | $8,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q4 2017 | $8,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q3 2017 | $8,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2017 | $8,000 | – | 300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROANOKE ASSET MANAGEMENT CORP/ NY | 45,300 | $1,194,000 | 0.58% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 108,753 | $2,867,000 | 0.46% |
| Sonora Investment Management, LLC | 39,455 | $1,040,000 | 0.16% |
| Crossmark Global Holdings, Inc. | 61,000 | $1,608,000 | 0.04% |
| Bell Rock Capital LLC | 800 | $21,000 | 0.01% |
| Lenox Wealth Advisors, LLC | 1,400 | $37,000 | 0.01% |
| BECK MACK & OLIVER LLC | 8,000 | $211,000 | 0.01% |
| Fairpointe Capital LLC | 10,000 | $264,000 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 300 | $8,000 | 0.00% |