| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 25 | 25 | 0.22% | 0.49% | 0.65% | Q2 2013 | Q2 2019 | 25 |
| KCM INVESTMENT ADVISORS LLC | 23 | 23 | 0.15% | 0.21% | 0.33% | Q2 2013 | Q4 2018 | 23 |
| GLENMEDE TRUST CO NA | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2019 | 12 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 9 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2018 | 11 |
| Smith Affiliated Capital Corp. | 7 | 7 | 0.27% | 0.52% | 0.80% | Q1 2016 | Q3 2017 | 7 |
| Long Wharf Investors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
| SouthState Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
| SUN LIFE FINANCIAL INC | 2 | 1 | 0.01% | 2.70% | 7.67% | Q1 2016 | Q1 2017 | 3 |
| WEATHERLY ASSET MANAGEMENT L. P. | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2015 | Q3 2015 | 2 |
| Winthrop Partners - WNY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
| Vectors Research Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
| Formidable Asset Management, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2019 | Q1 2019 | 1 |
| COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
This page lists all the filers that currently own JP MORGAN CHASE & CO or have owned JP MORGAN CHASE & CO in the past.