JPMORGAN CHASE & CO (JPMPRG)
Institutional ownership reported to the SEC as of Q1 2021, across 10 quarters.
7
Reporting holders
$11.2M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | $6.3M | 248,289 | 0.16% | 10q | +0.9%+$54.1K |
| SONORA INVESTMENT MANAGEMENT, LLC | $3.2M | 126,748 | 0.25% | 10q | -2.6%-$86.1K |
| ROANOKE ASSET MANAGEMENT CORP/ NY | $1.1M | 41,300 | 0.46% | 10q | HELD |
| Mathes Company, Inc. | $444.0K | 17,450 | 0.17% | 2q | HELD |
| The PNC Financial Services Group, Inc. | $158.0K | 6,192 | 0.00% | 2q | +55.1%+$56.2K |
| Highlander Capital Management, LLC | $10.0K | 400 | 0.01% | 2q | HELD |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | $3.0K | 100 | 0.00% | 2q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q1 2021 | 7 | $11.2M | 440,479 | 0 | 2 | 1 | 0.0% |
| Q4 2020 | 10 | $15.9M | 567,072 | 5 | 1 | 1 | 0.0% |
| Q3 2020 | 5 | $11.2M | 442,228 | 0 | 1 | 1 | 0.0% |
| Q2 2020 | 7 | $9.5M | 374,109 | 0 | 1 | 2 | 0.0% |
| Q1 2020 | 7 | $9.0M | 359,838 | 1 | 1 | 1 | 0.0% |
| Q4 2019 | 7 | $9.3M | 363,223 | 0 | 2 | 1 | 0.0% |
| Q3 2019 | 8 | $9.6M | 369,108 | 0 | 2 | 3 | 0.0% |
| Q2 2019 | 9 | $12.0M | 460,033 | 0 | 3 | 1 | 0.0% |
| Q1 2019 | 10 | $12.5M | 478,370 | 2 | 2 | 1 | 0.0% |
| Q4 2018 | 8 | $9.3M | 364,743 | 0 | 0 | 0 | 0.0% |