JPMORGAN CHASE & CO Owner History

Current and past owners of JPMORGAN CHASE & CO
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 22220.00%0.00%0.00%Q2 2013Q3 201822
WELLS FARGO & COMPANY/MN 22220.00%0.00%0.00%Q2 2013Q3 201822
PL Capital Advisors, LLC 22220.43%0.98%1.42%Q2 2013Q3 201822
LPL Financial LLC 22220.00%0.00%0.01%Q2 2013Q3 201822
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.00%Q2 2013Q3 201822
Highlander Capital Management, LLC 22220.02%0.05%0.07%Q2 2013Q3 201822
ROYAL BANK OF CANADA 22220.00%0.00%0.00%Q2 2013Q3 201822
D.A. DAVIDSON & CO. 1380.00%0.01%0.04%Q2 2013Q3 201821
Creative Planning 1380.00%0.00%0.00%Q2 2013Q3 201821
Matthew 25 Management Corp 21210.18%1.22%4.74%Q2 2013Q2 201821
Gardner Russo & Gardner 21210.01%0.03%0.06%Q2 2013Q2 201821
Biondo Investment Advisors, LLC 21211.27%4.69%7.33%Q2 2013Q2 201821
SOL Capital Management CO 21210.10%0.22%0.34%Q2 2013Q2 201821
MILLER VALUE PARTNERS, LLC 21211.43%2.43%3.54%Q2 2013Q2 201821
SALZHAUER MICHAEL 20202.15%2.98%4.42%Q4 2013Q3 201820
Cutler Capital Management, LLC 20200.15%0.44%0.95%Q2 2013Q1 201820
Teewinot Capital Advisers, L.L.C. 20200.62%2.19%4.66%Q4 2013Q3 201820
Chou Associates Management 1541.04%7.06%15.94%Q2 2013Q2 201819
Capital World Investors 19190.01%0.03%0.07%Q1 2014Q3 201819
MALTESE CAPITAL MANAGEMENT LLC 1180.04%0.29%0.67%Q2 2013Q3 201819
ONTARIO TEACHERS PENSION PLAN BOARD 19190.01%0.02%0.05%Q2 2013Q4 201719
West Family Investments, Inc. 19190.20%0.38%0.48%Q2 2013Q4 201719
BRAVE ASSET MANAGEMENT INC 920.50%1.04%1.81%Q4 2013Q3 201818
NEW GENERATION ADVISORS, LLC 1312.24%2.85%3.82%Q2 2012Q4 201617
UNITED CAPITAL FINANCIAL ADVISERS, LLC 17170.01%0.19%0.40%Q2 2013Q2 201717
Dalton Investments LLC 1330.26%1.01%6.38%Q2 2013Q2 201716
Neuberger Berman Group LLC 16160.00%0.00%0.01%Q4 2014Q3 201816
SCHARF INVESTMENTS, LLC 16160.02%0.03%0.05%Q4 2014Q3 201816
UBS Group AG 16160.00%0.00%0.01%Q4 2014Q3 201816
CONTINENTAL ADVISORS LLC 15150.22%0.64%0.78%Q2 2013Q4 201615
VERTEX ONE ASSET MANAGEMENT INC. 15151.87%3.08%4.53%Q1 2015Q3 201815
First Pacific Advisors, LP 14140.00%0.00%0.00%Q2 2013Q3 201614
ACR Alpine Capital Research, LLC 14140.01%0.07%0.16%Q2 2013Q3 201614
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14140.00%0.00%0.01%Q2 2013Q3 201614
BECK MACK & OLIVER LLC 14140.04%0.07%0.13%Q2 2013Q3 201614
ZAZOVE ASSOCIATES LLC 13130.04%0.16%0.28%Q2 2013Q2 201613
WOLVERINE ASSET MANAGEMENT LLC 850.00%0.09%0.23%Q2 2015Q3 201813
First Eagle Investment Management, LLC 13130.16%0.35%0.46%Q2 2013Q2 201613
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 13130.10%0.66%1.06%Q2 2013Q2 201613
JPMORGAN CHASE & CO 13130.00%0.00%0.00%Q2 2013Q2 201613
OTA Financial Group L.P. 1120.15%9.77%27.33%Q4 2013Q3 201813
CI INVESTMENTS INC. 1211.48%2.80%4.12%Q2 2013Q3 201613
Fiduciary Group LLC 13130.00%0.01%0.02%Q2 2015Q2 201813
AMI INVESTMENT MANAGEMENT INC 1011.26%1.63%2.66%Q2 2013Q4 201613
Winslow, Evans & Crocker, Inc. 13130.00%0.00%0.00%Q4 2013Q4 201613
PRICE T ROWE ASSOCIATES INC /MD/ 12120.00%0.00%0.00%Q2 2013Q1 201612
Centaur Capital 930.87%2.95%4.73%Q3 2013Q3 201612
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 510.02%0.03%0.06%Q4 2013Q3 201812
LEVIN CAPITAL STRATEGIES, L.P. 1010.00%0.01%0.01%Q2 2013Q3 201611
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 11110.05%1.29%2.16%Q1 2015Q3 201711
NORTH AMERICAN MANAGEMENT CORP 11110.04%0.06%0.09%Q2 2013Q4 201511
Psagot Value Holdings Ltd. 11110.00%0.00%0.00%Q1 2014Q3 201611
SIRIOS CAPITAL MANAGEMENT L P 650.05%0.79%1.68%Q2 2013Q2 201611
PRELUDE CAPITAL MANAGEMENT, LLC 640.01%0.02%0.04%Q3 2015Q3 201810
Concourse Capital Management, LLC 641.54%2.76%4.16%Q3 2015Q3 201810
Pinnacle Holdings, LLC 10100.00%0.00%0.00%Q2 2014Q3 201610
Mariner, LLC 640.01%0.02%0.02%Q4 2015Q2 201810
Hosking Partners LLP 10100.15%0.28%0.36%Q2 2016Q3 201810
Brave Warrior Advisors 10101.80%3.50%5.23%Q1 2015Q2 201710
Cutler Group LP 990.00%0.00%0.00%Q4 2015Q4 20179
Fairholme Capital Management 990.15%0.20%0.36%Q2 2013Q2 20159
OPPENHEIMER & CO INC 610.01%0.01%0.01%Q2 2015Q1 20189
Blue Ridge Capital, L.L.C. 990.18%0.21%0.26%Q2 2013Q2 20159
Advisor Group, Inc. 990.00%0.00%0.01%Q2 2016Q2 20189
BROWN ADVISORY INC 540.00%0.00%0.00%Q2 2013Q2 20179
Lenox Wealth Management, Inc. 880.00%0.01%0.01%Q4 2013Q3 20158
Harbor Advisors LLC 880.49%0.53%0.59%Q4 2016Q3 20188
Oxbow Advisors, LLC 710.05%0.37%0.48%Q4 2013Q4 20168
PARSONS CAPITAL MANAGEMENT INC/RI 620.12%0.26%0.34%Q1 2015Q2 20178
RAYMOND JAMES & ASSOCIATES 880.00%0.00%0.00%Q4 2016Q3 20188
AMERIPRISE FINANCIAL INC 710.00%0.00%0.00%Q2 2013Q2 20188
Ruane, Cunniff & Goldfarb 880.19%0.32%0.58%Q1 2016Q4 20178
WITTENBERG INVESTMENT MANAGEMENT, INC. 880.34%0.47%0.98%Q4 2016Q3 20188
GUARDIAN POINT CAPITAL, LP 881.51%2.38%3.79%Q4 2015Q3 20178
Circle Wealth Management, LLC 880.11%0.12%0.13%Q4 2016Q3 20188
Bank of New York Mellon Corp 610.00%0.00%0.00%Q2 2013Q3 20157
Cannell & Co. 770.02%0.04%0.06%Q4 2015Q2 20177
Sather Financial Group Inc 772.55%2.85%3.04%Q3 2013Q1 20157
Adalta Capital Management LLC 770.23%1.08%2.97%Q1 2017Q3 20187
MAGNOLIA GROUP, LLC 773.33%9.46%13.57%Q4 2015Q2 20177
PUTNAM INVESTMENTS LLC 770.00%0.03%0.05%Q2 2013Q4 20147
Vantis Investment Advisers L.P. 773.98%18.80%53.85%Q4 2016Q2 20187
Silver Point Capital L.P. 771.01%1.10%1.25%Q2 2013Q4 20147
I.G. INVESTMENT MANAGEMENT, LTD. 660.00%0.01%0.01%Q2 2013Q3 20146
CarVal Investors, LP 423.45%5.27%8.88%Q2 2013Q4 20146
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
Brookfield Asset Management 660.01%0.01%0.01%Q2 2013Q3 20146
CHILTON INVESTMENT CO LLC 510.05%0.07%0.08%Q1 2015Q3 20166
Courant Investment Management LLC 6613.66%14.59%15.51%Q4 2016Q1 20186
SIGNATUREFD, LLC 660.00%0.01%0.02%Q2 2013Q3 20146
GOLDMAN SACHS GROUP INC 210.00%0.00%0.01%Q3 2012Q3 20166
Waverton Investment Management Ltd 550.03%0.04%0.04%Q3 2016Q3 20175
MACKENZIE FINANCIAL CORP 550.08%0.34%0.55%Q2 2013Q2 20145
Raymond James Financial Services Advisors, Inc. 550.01%0.01%0.02%Q3 2015Q3 20165
BLAIR WILLIAM & CO/IL 550.00%0.00%0.00%Q3 2017Q3 20185
SOUTHPORT MANAGEMENT, L.L.C. 551.36%2.58%3.83%Q2 2015Q2 20165
American Assets Investment Management, LLC 550.08%0.10%0.14%Q2 2013Q2 20145
MCGLINN CAPITAL MANAGEMENT INC 550.35%1.01%2.92%Q2 2013Q2 20145
CSS LLC/IL 550.01%0.01%0.01%Q4 2013Q4 20145
Citadel Advisors 320.00%0.00%0.01%Q3 2013Q3 20165
BANK OF MONTREAL /CAN/ 550.00%0.00%0.00%Q3 2016Q3 20175
Tower Research Capital LLC (TRC) 210.00%0.00%0.01%Q2 2013Q4 20175
KING INVESTMENT ADVISORS INC/TX 551.32%1.63%2.22%Q2 2014Q2 20155
Cambridge Investment Research Advisors, Inc. 550.00%0.00%0.00%Q2 2017Q2 20185
Consulta Ltd 441.13%1.26%1.37%Q2 2013Q1 20144
CREDIT AGRICOLE S A 440.00%0.05%0.07%Q2 2013Q1 20144
Twin Tree Management, LP 310.00%0.03%0.06%Q3 2016Q3 20184
MANUFACTURERS LIFE INSURANCE COMPANY, THE 210.01%0.01%0.01%Q2 2017Q3 20184
ARROWGRASS CAPITAL PARTNERS (US) LP 440.01%0.23%0.80%Q2 2016Q1 20174
Zweig-DiMenna Associates LLC 440.15%0.20%0.26%Q2 2013Q1 20144
M&T BANK CORP 440.00%0.00%0.00%Q3 2015Q2 20164
Ionic Capital Management LLC 330.23%0.43%0.54%Q1 2016Q3 20163
BLACKROCK ADVISORS LLC 330.00%0.00%0.00%Q1 2016Q3 20163
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 330.18%0.47%0.79%Q2 2013Q4 20133
CITIGROUP INC 330.00%0.00%0.00%Q3 2015Q1 20163
REILLY FINANCIAL ADVISORS, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
FIDUCIARY SERVICES CORP/GA 330.01%0.01%0.01%Q3 2014Q1 20153
Financial Advantage, Inc. 330.00%0.00%0.00%Q2 2013Q4 20133
CENTAURUS FINANCIAL, INC. 330.01%0.02%0.02%Q1 2018Q3 20183
Sterling Capital Management LLC 330.00%0.00%0.01%Q4 2015Q2 20163
EQUITEC SPECIALISTS, LLC 220.01%1.03%2.06%Q3 2016Q4 20162
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q4 2013Q3 20162
Concert Wealth Management Inc. 220.07%0.07%0.07%Q4 2016Q1 20172
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.02%0.11%0.20%Q4 2017Q1 20182
GABELLI FUNDS LLC 220.00%0.00%0.00%Q2 2016Q3 20162
PECAUT & CO. 110.17%0.19%0.21%Q4 2016Q2 20172
Steward Partners Investment Advisory, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 220.00%0.00%0.00%Q3 2014Q4 20142
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q2 2013Q3 20132
Ruane, Cunniff & Goldfarb L.P. 220.34%0.36%0.37%Q1 2018Q2 20182
Institute for Wealth Management, LLC. 110.10%0.10%0.11%Q2 2017Q4 20172
AMERICAN INTERNATIONAL GROUP, INC. 220.00%0.00%0.00%Q4 2015Q1 20162
ADVISORY RESEARCH INC 110.00%0.00%0.00%Q1 2014Q3 20162
MURPHY CAPITAL MANAGEMENT INC 220.04%0.05%0.05%Q3 2013Q4 20132
Janney Montgomery Scott LLC 220.00%0.00%0.01%Q1 2017Q2 20172
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q1 2016Q1 20161
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q3 2013Q3 20131
Mitsubishi UFJ Securities Holdings Co., Ltd. 110.68%0.68%0.68%Q3 2013Q3 20131
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q4 2015Q4 20151
Bluefin Trading, LLC 110.42%0.42%0.42%Q4 2013Q4 20131
Gator Capital Management, LLC 112.36%2.36%2.36%Q4 2015Q4 20151
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q3 2015Q3 20151
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 110.00%0.00%0.00%Q3 2018Q3 20181
SECOND CURVE CAPITAL LLC 110.82%0.82%0.82%Q1 2014Q1 20141
Castle Creek Arbitrage, LLC 111.15%1.15%1.15%Q4 2014Q4 20141
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2015Q4 20151
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
MUFG Securities EMEA plc 110.29%0.29%0.29%Q4 2013Q4 20131
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q3 2018Q3 20181
NWAM LLC 110.04%0.04%0.04%Q4 2012Q4 20121
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
T2 Partners Management, LP 110.23%0.23%0.23%Q2 2013Q2 20131
Twin Securities, Inc. 110.14%0.14%0.14%Q2 2013Q2 20131
Raffles Associates 110.60%0.60%0.60%Q1 2014Q1 20141
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Yellowstone Partners, LLC 110.08%0.08%0.08%Q3 2016Q3 20161
FLAGSHIP HARBOR ADVISORS, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
TERRIL BROTHERS, INC. 110.98%0.98%0.98%Q4 2014Q4 20141

This page lists all the filers that currently own JPMORGAN CHASE & CO or have owned JPMORGAN CHASE & CO in the past.