JPMORGAN CHASE & CO - 46634E114
Detailed investor-level table based on 13F positions.
Early Q4 2024 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CI INVESTMENTS INC. | History | Added to | 17,203,771 | 332,549 | 3.29% | 3.56% | 1 | +494,200 | 2.96% | Q2 2014 | Aug 01, 2014 |
| First Eagle Investment Management, LLC | History | Added to | 8,683,098 | 167,844 | 0.41% | 0.46% | 2 | +47,350 | 0.55% | Q2 2014 | Aug 08, 2014 |
| Biondo Investment Advisors, LLC | History | Reduced | 936,895 | 18,110 | 5.71% | 6.39% | 3 | -18,113 | -1.9% | Q2 2014 | Jul 08, 2014 |
| CarVal Investors, LLC | History | Added to | 926,675 | 17,913 | 8.88% | 6.97% | 4 | +528,000 | 132.44% | Q2 2014 | Aug 06, 2014 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 881,782 | 17,045 | 0.08% | 0.17% | 5 | -811,800 | -47.93% | Q2 2014 | Aug 11, 2014 |
| NEW GENERATION ADVISORS LLC | History | Added to | 505,176 | 9,765 | 2.75% | 2.79% | 6 | +24,515 | 5.1% | Q2 2014 | Aug 04, 2014 |
| ZAZOVE ASSOCIATES LLC | History | No change | 314,163 | 6,073 | 0.24% | 0.22% | 7 | 0 | 0.0% | Q2 2014 | Aug 01, 2014 |
| MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | History | Reduced | 210,690 | 4,073 | 0.95% | 1.06% | 8 | -5,350 | -2.48% | Q2 2014 | Jul 24, 2014 |
| SALZHAUER MICHAEL | History | Added to | 132,139 | 2,554 | 2.39% | 2.45% | 9 | +4,650 | 3.65% | Q2 2014 | Jul 28, 2014 |
| PL Capital Advisors, LLC | History | No change | 110,500 | 2,136 | 0.9% | 1.14% | 10 | 0 | 0.0% | Q2 2014 | Aug 11, 2014 |
| BECK MACK & OLIVER LLC | History | No change | 92,100 | 1,780 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2014 | Jul 31, 2014 |
| Cutler Capital Management, LLC | History | Added to | 60,000 | 1,159 | 0.45% | 0.28% | 12 | +24,000 | 66.67% | Q2 2014 | Aug 06, 2014 |
| BRAVE ASSET MANAGEMENT INC | History | Reduced | 37,350 | 722 | 0.51% | 0.9% | 13 | -18,750 | -33.42% | Q2 2014 | Aug 11, 2014 |
| SOL Capital Management CO | History | Added to | 26,700 | 516 | 0.21% | 0.2% | 14 | +1,500 | 5.95% | Q2 2014 | Aug 01, 2014 |
| LPL Financial LLC | History | No change | 25,901 | 501 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2014 | Aug 05, 2014 |
| NORTH AMERICAN MANAGEMENT CORP | History | Reduced | 16,283 | 315 | 0.05% | 0.07% | 16 | -4,770 | -22.66% | Q2 2014 | Jul 23, 2014 |
| American Assets Investment Management, LLC | History | No change | 14,000 | 271 | 0.08% | 0.09% | 17 | 0 | 0.0% | Q2 2014 | Aug 04, 2014 |
| DAVIDSON D A & CO | History | No change | 4,700 | 90 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2014 | Jul 29, 2014 |
| Highlander Capital Management, LLC | History | No change | 3,000 | 57 | 0.05% | 0.06% | 19 | 0 | 0.0% | Q2 2014 | Aug 11, 2014 |
| Psagot Investment House Ltd. | History | No change | 1,000 | 19 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2014 | Aug 06, 2014 |
| REILLY FINANCIAL ADVISORS, LLC | History | New | 200 | 4 | 0.0% | — | 21 | +200 | New | Q2 2014 | Jul 16, 2014 |
| Winslow, Evans & Crocker, Inc. | History | No change | 200 | 3 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2014 | Jul 16, 2014 |
| LMM LLC | History | Closed out | 0 | 0 | — | 2.0% | — | -2,462,950 | -100.0% | Q1 2014 | May 15, 2014 |
| Capital World Investors | History | Closed out | 0 | 0 | — | 0.01% | — | -1,204,007 | -100.0% | Q1 2014 | May 15, 2014 |
| Chou Associates Management Inc. | History | Closed out | 0 | 0 | — | 6.29% | — | -1,126,347 | -100.0% | Q1 2014 | May 14, 2014 |
| PUTNAM INVESTMENTS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,018,842 | -100.0% | Q1 2014 | May 15, 2014 |
| SIRIOS CAPITAL MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.64% | — | -972,994 | -100.0% | Q1 2014 | Jun 09, 2014 |
| Blue Ridge Capital, L.L.C. | History | Closed out | 0 | 0 | — | 0.21% | — | -933,000 | -100.0% | Q1 2014 | May 15, 2014 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.07% | — | -868,817 | -100.0% | Q1 2014 | May 12, 2014 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -753,300 | -100.0% | Q1 2014 | May 15, 2014 |
| Silver Point Capital L.P. | History | Closed out | 0 | 0 | — | 1.12% | — | -640,000 | -100.0% | Q1 2014 | May 15, 2014 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -616,200 | -100.0% | Q1 2014 | May 15, 2014 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -558,251 | -100.0% | Q1 2014 | May 14, 2014 |
| Consulta Ltd | History | Closed out | 0 | 0 | — | 1.3% | — | -487,400 | -100.0% | Q1 2014 | May 15, 2014 |
| UBS AG | History | Closed out | 0 | 0 | — | 0.0% | — | -276,525 | -100.0% | Q1 2014 | May 16, 2014 |
| Sather Financial Group Inc | History | Closed out | 0 | 0 | — | 2.95% | — | -231,205 | -100.0% | Q1 2014 | Apr 22, 2014 |
| Teewinot Capital Advisers, L.L.C. | History | Closed out | 0 | 0 | — | 2.74% | — | -215,700 | -100.0% | Q1 2014 | May 15, 2014 |
| Zweig-DiMenna Associates LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -215,155 | -100.0% | Q1 2014 | May 08, 2014 |
| SECOND CURVE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -175,000 | -100.0% | Q1 2014 | May 13, 2014 |
| GARDNER RUSSO & GARDNER | History | Closed out | 0 | 0 | — | 0.03% | — | -150,750 | -100.0% | Q1 2014 | May 13, 2014 |
| CONTINENTAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -149,385 | -100.0% | Q1 2014 | May 15, 2014 |
| Centaur Capital Partners, L.P. | History | Closed out | 0 | 0 | — | 4.73% | — | -145,000 | -100.0% | Q1 2014 | May 15, 2014 |
| Matthew 25 Management Corp | History | Closed out | 0 | 0 | — | 0.32% | — | -128,000 | -100.0% | Q1 2014 | Jun 24, 2014 |
| West Family Investments, Inc. | History | Closed out | 0 | 0 | — | 0.48% | — | -108,800 | -100.0% | Q1 2014 | May 14, 2014 |
| BROOKFIELD ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -100,000 | -100.0% | Q1 2014 | May 15, 2014 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -93,500 | -100.0% | Q1 2014 | May 15, 2014 |
| AMI INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 1.57% | — | -91,225 | -100.0% | Q1 2014 | May 15, 2014 |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -91,000 | -100.0% | Q1 2014 | May 08, 2014 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -68,648 | -100.0% | Q1 2014 | May 13, 2014 |
| SANDLER ONEILL ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -60,000 | -100.0% | Q1 2014 | May 14, 2014 |
| I.G. INVESTMENT MANAGEMENT, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -53,113 | -100.0% | Q1 2014 | May 15, 2014 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Closed out | 0 | 0 | — | 0.01% | — | -52,400 | -100.0% | Q1 2014 | May 13, 2014 |
| Alpine Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -42,000 | -100.0% | Q1 2014 | May 12, 2014 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -31,600 | -100.0% | Q1 2014 | May 15, 2014 |
| RAFFLES ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.6% | — | -30,000 | -100.0% | Q1 2014 | May 15, 2014 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -18,850 | -100.0% | Q1 2014 | May 15, 2014 |
| OTA Financial Group L.P. | History | Closed out | 0 | 0 | — | 0.31% | — | -15,866 | -100.0% | Q1 2014 | Apr 30, 2014 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -13,750 | -100.0% | Q1 2014 | May 15, 2014 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.01% | — | -12,408 | -100.0% | Q1 2014 | May 15, 2014 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,500 | -100.0% | Q1 2014 | May 13, 2014 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Closed out | 0 | 0 | — | 0.01% | — | -10,385 | -100.0% | Q1 2014 | Apr 28, 2014 |
| First Pacific Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2014 | May 14, 2014 |
| MCGLINN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.36% | — | -8,500 | -100.0% | Q1 2014 | May 09, 2014 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -3,500 | -100.0% | Q1 2014 | Apr 11, 2014 |
| ADVISORY RESEARCH INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q1 2014 | May 15, 2014 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,201 | -100.0% | Q1 2014 | May 16, 2014 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2014 | May 13, 2014 |