| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ROANOKE ASSET MANAGEMENT CORP/ NY | 24 | 24 | 0.36% | 0.53% | 0.70% | Q2 2015 | Q1 2021 | 24 |
| Fairpointe Capital LLC | 23 | 23 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q4 2020 | 23 |
| FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 0.05% | 0.50% | 0.64% | Q2 2015 | Q2 2019 | 17 |
| Sonora Investment Management, LLC | 16 | 16 | 0.03% | 0.29% | 0.45% | Q2 2017 | Q1 2021 | 16 |
| Crossmark Global Holdings, Inc. | 15 | 1 | 0.03% | 0.07% | 0.17% | Q3 2016 | Q1 2021 | 16 |
| Bell Rock Capital LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
| EVERETT HARRIS & CO /CA/ | 11 | 11 | 0.05% | 0.06% | 0.07% | Q2 2015 | Q4 2017 | 11 |
| BECK MACK & OLIVER LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 11 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q3 2017 | 10 |
| PNC FINANCIAL SERVICES GROUP, INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 8 |
| Edge Wealth Management LLC | 8 | 8 | 0.05% | 0.07% | 0.11% | Q1 2019 | Q4 2020 | 8 |
| D L CARLSON INVESTMENT GROUP INC | 7 | 7 | 0.36% | 0.43% | 0.55% | Q4 2018 | Q2 2020 | 7 |
| Mathes Company, Inc. | 4 | 2 | 0.10% | 0.13% | 0.18% | Q1 2017 | Q1 2021 | 6 |
| QCI ASSET MANAGEMENT INC/NY | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 4 |
| AMERIPRISE FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 4 |
| HANCOCK WHITNEY CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
| CPWM, LLC | 3 | 3 | 0.14% | 0.19% | 0.29% | Q2 2017 | Q4 2017 | 3 |
| WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
| Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
| Highlander Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
| Bramshill Investments, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
| TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
| Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
| Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
| CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
| Ken Stern & Associates, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
| Crow Point Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2015 | Q2 2015 | 1 |
| Winthrop Partners - WNY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
| Advisors Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own JPMORGAN CHASE & CO or have owned JPMORGAN CHASE & CO in the past.