JPMORGAN TR I US LARGE SEL's ticker is and the CUSIP is 4812A2389. A total of 3 filers reported holding JPMORGAN TR I US LARGE SEL in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $1,246,000 | +0.6% | 52,037 | +17.3% | 0.02% | +6.2% |
Q2 2019 | $1,239,000 | +4.0% | 44,358 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $1,191,000 | +13.0% | 44,358 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $1,054,000 | -16.1% | 44,358 | +17.0% | 0.02% | 0.0% |
Q3 2018 | $1,256,000 | +8.6% | 37,925 | 0.0% | 0.02% | +6.7% |
Q2 2018 | $1,157,000 | +3.6% | 37,925 | 0.0% | 0.02% | +7.1% |
Q1 2018 | $1,117,000 | -1.7% | 37,925 | 0.0% | 0.01% | +7.7% |
Q4 2017 | $1,136,000 | +6.8% | 37,925 | +14.0% | 0.01% | +8.3% |
Q3 2017 | $1,064,000 | +4.3% | 33,261 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $1,020,000 | +6.6% | 33,261 | +4.7% | 0.01% | 0.0% |
Q1 2017 | $957,000 | +7.2% | 31,771 | 0.0% | 0.01% | +9.1% |
Q4 2016 | $893,000 | +0.4% | 31,771 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $889,000 | -46.8% | 31,771 | -50.0% | 0.01% | +10.0% |
Q2 2016 | $1,672,000 | +100.7% | 63,542 | +100.0% | 0.01% | -9.1% |
Q1 2016 | $833,000 | +5.2% | 31,771 | +7.5% | 0.01% | 0.0% |
Q4 2015 | $792,000 | +3.5% | 29,549 | +5.9% | 0.01% | +10.0% |
Q3 2015 | $765,000 | -8.8% | 27,910 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $839,000 | +0.5% | 27,910 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $835,000 | +1.7% | 27,910 | 0.0% | 0.01% | +11.1% |
Q4 2014 | $821,000 | -0.4% | 27,910 | +0.7% | 0.01% | +12.5% |
Q2 2014 | $824,000 | +26.6% | 27,715 | +8.7% | 0.01% | -11.1% |
Q2 2013 | $651,000 | – | 25,499 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
REILLY FINANCIAL ADVISORS, LLC | 3,808 | $102,000 | 0.02% |
WealthPLAN Partners, LLC | 2,983 | $79,974,000 | 0.01% |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 29,549 | $792,000 | 0.01% |
WILLIAMS JONES & ASSOCIATES LLC | 7,977 | $214,000 | 0.01% |
Ledyard National Bank | 1,314 | $35,000 | 0.01% |