JPMORGAN CHASE & CO (JPMPRBCL)
Institutional ownership reported to the SEC as of Q4 2018, across 1 quarters.
12
Reporting holders
$4.3M
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| KCM INVESTMENT ADVISORS LLC | $1.6M | 61,012 | 0.10% | new | FIRST |
| Fulton Breakefield Broenniman LLC | $596.0K | 23,455 | 0.11% | new | FIRST |
| COBIZ WEALTH, LLC | $569.0K | 22,400 | 0.13% | new | FIRST |
| ROOSEVELT INVESTMENT GROUP INC | $457.0K | 18,000 | 0.05% | new | FIRST |
| BRYN MAWR TRUST Co | $388.0K | 15,250 | 0.02% | 6q | -37.1%-$229.0K |
| GLENMEDE TRUST CO NA | $323.0K | 12,745 | 0.00% | new | FIRST |
| ROANOKE ASSET MANAGEMENT CORP/ NY | $221.0K | 8,700 | 0.12% | new | FIRST |
| PNC Financial Services Group, Inc. | $84.0K | 3,315 | 0.00% | new | FIRST |
| Estabrook Capital Management | $55.9K | 2,200 | 0.01% | new | FIRST |
| Intercontinental Wealth Advisors, LLC | $29.0K | 1,150 | 0.02% | new | FIRST |
| Ellevest, Inc. | $15.0K | 600 | 0.01% | new | FIRST |
| SONORA INVESTMENT MANAGEMENT, LLC | $4.0K | 155 | 0.00% | new | FIRST |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2018 | 12 | $4.3M | 168,982 | 0 | 0 | 1 | 0.0% |