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%
Calls
0.0%
Puts
+11
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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% |