JPMORGAN CHASE & CO's ticker is JPMWS and the CUSIP is 46634E114.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $946,000 | -55.1% | 14,915 | -50.8% | 0.01% | -53.3% |
| Q1 2018 | $2,107,000 | -45.1% | 30,300 | -47.6% | 0.02% | -42.3% |
| Q4 2017 | $3,840,000 | +4.8% | 57,800 | -14.7% | 0.03% | 0.0% |
| Q3 2017 | $3,665,000 | -7.1% | 67,800 | -13.5% | 0.03% | -10.3% |
| Q2 2017 | $3,944,000 | -0.2% | 78,420 | -8.1% | 0.03% | -6.5% |
| Q1 2017 | $3,950,000 | -44.5% | 85,300 | -46.9% | 0.03% | -48.3% |
| Q4 2016 | $7,116,000 | +23.1% | 160,750 | -31.5% | 0.06% | +25.0% |
| Q3 2016 | $5,782,000 | +22.4% | 234,750 | +0.6% | 0.05% | +20.0% |
| Q2 2016 | $4,723,000 | +32.9% | 233,250 | +16.2% | 0.04% | +33.3% |
| Q1 2016 | $3,553,000 | -25.1% | 200,750 | +0.2% | 0.03% | -26.8% |
| Q4 2015 | $4,746,000 | +18.7% | 200,350 | -0.2% | 0.04% | +13.9% |
| Q3 2015 | $3,997,000 | -19.6% | 200,750 | 0.0% | 0.04% | -18.2% |
| Q2 2015 | $4,969,000 | +24.9% | 200,750 | +11.1% | 0.04% | +22.2% |
| Q1 2015 | $3,978,000 | +5.8% | 180,750 | 0.0% | 0.04% | +5.9% |
| Q4 2014 | $3,760,000 | +3.4% | 180,750 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $3,635,000 | +24.7% | 180,750 | +19.9% | 0.03% | +25.9% |
| Q2 2014 | $2,914,000 | -4.3% | 150,750 | 0.0% | 0.03% | -6.9% |
| Q1 2014 | $3,045,000 | +4.2% | 150,750 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $2,923,000 | +15.7% | 150,750 | 0.0% | 0.03% | +7.4% |
| Q3 2013 | $2,527,000 | +7.4% | 150,750 | 0.0% | 0.03% | 0.0% |
| Q2 2013 | $2,352,000 | – | 150,750 | – | 0.03% | – |
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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% |