JPMORGAN CHASE & CO's ticker is JPMPRBCL and the CUSIP is 48127A161. A total of 13 filers reported holding JPMORGAN CHASE & CO in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $294,000 | +5.0% | 11,265 | +8.7% | 0.00% | – |
| Q4 2017 | $280,000 | -13.8% | 10,366 | -14.2% | 0.00% | – |
| Q3 2017 | $325,000 | +2.2% | 12,087 | +2.4% | 0.00% | – |
| Q2 2017 | $318,000 | -13.1% | 11,801 | -11.5% | 0.00% | -100.0% |
| Q1 2017 | $366,000 | -10.5% | 13,338 | -12.5% | 0.00% | 0.0% |
| Q4 2016 | $409,000 | -19.0% | 15,236 | -14.6% | 0.00% | 0.0% |
| Q3 2016 | $505,000 | +3.3% | 17,843 | +3.1% | 0.00% | 0.0% |
| Q2 2016 | $489,000 | -1.4% | 17,310 | -3.2% | 0.00% | 0.0% |
| Q1 2016 | $496,000 | +5.5% | 17,890 | +4.6% | 0.00% | 0.0% |
| Q4 2015 | $470,000 | +9.0% | 17,104 | +4.0% | 0.00% | 0.0% |
| Q2 2015 | $431,000 | -0.5% | 16,450 | +2.1% | 0.00% | 0.0% |
| Q1 2015 | $433,000 | +5.9% | 16,105 | +3.9% | 0.00% | 0.0% |
| Q4 2014 | $409,000 | +5.4% | 15,497 | +2.1% | 0.00% | 0.0% |
| Q3 2014 | $388,000 | -2.8% | 15,183 | -1.7% | 0.00% | 0.0% |
| Q2 2014 | $399,000 | 0.0% | 15,438 | -1.8% | 0.00% | 0.0% |
| Q1 2014 | $399,000 | – | 15,719 | – | 0.00% | – |
Download | ||||||
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% |