JPMORGAN CHASE & CO's ticker is JPMWS and the CUSIP is 46634E114.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $39,858,000 | +22.9% | 600,000 | 0.0% | 0.33% | +15.1% |
| Q3 2017 | $32,436,000 | +7.5% | 600,000 | 0.0% | 0.28% | +1.8% |
| Q2 2017 | $30,174,000 | +8.6% | 600,000 | 0.0% | 0.28% | +6.5% |
| Q1 2017 | $27,786,000 | -55.2% | 600,000 | -57.1% | 0.26% | -55.0% |
| Q4 2016 | $61,978,000 | +79.7% | 1,400,000 | 0.0% | 0.58% | +79.6% |
| Q3 2016 | $34,482,000 | +21.6% | 1,400,000 | 0.0% | 0.32% | +20.0% |
| Q2 2016 | $28,350,000 | +14.4% | 1,400,000 | 0.0% | 0.27% | +39.9% |
| Q1 2016 | $24,780,000 | – | 1,400,000 | – | 0.19% | – |
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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% |