JPMORGAN CHASE & CO - 46634E114
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Biondo Investment Advisors, LLC | History | No change | 936,895 | 18,110 | 5.71% | 5.71% | 1 | 0 | 0.0% | Q2 2014 | Jul 08, 2014 |
| CarVal Investors, LLC | History | No change | 926,675 | 17,913 | 8.88% | 8.88% | 2 | 0 | 0.0% | Q2 2014 | Aug 06, 2014 |
| NEW GENERATION ADVISORS LLC | History | No change | 505,176 | 9,765 | 2.75% | 2.75% | 3 | 0 | 0.0% | Q2 2014 | Aug 04, 2014 |
| ZAZOVE ASSOCIATES LLC | History | No change | 314,163 | 6,073 | 0.24% | 0.24% | 4 | 0 | 0.0% | Q2 2014 | Aug 01, 2014 |
| MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | History | No change | 210,690 | 4,073 | 0.95% | 0.95% | 5 | 0 | 0.0% | Q2 2014 | Jul 24, 2014 |
| SALZHAUER MICHAEL | History | No change | 132,139 | 2,554 | 2.39% | 2.39% | 6 | 0 | 0.0% | Q2 2014 | Jul 28, 2014 |
| PL Capital Advisors, LLC | History | No change | 110,500 | 2,136 | 0.9% | 0.9% | 7 | 0 | 0.0% | Q2 2014 | Aug 11, 2014 |
| Cutler Capital Management, LLC | History | No change | 60,000 | 1,159 | 0.45% | 0.45% | 8 | 0 | 0.0% | Q2 2014 | Aug 06, 2014 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 37,350 | 722 | 0.51% | 0.51% | 9 | 0 | 0.0% | Q2 2014 | Aug 11, 2014 |
| SOL Capital Management CO | History | No change | 26,700 | 516 | 0.21% | 0.21% | 10 | 0 | 0.0% | Q2 2014 | Aug 01, 2014 |
| Itau Unibanco Holding S.A. | History | New | 1,478 | 354 | 0.01% | — | 11 | +1,478 | New | Q4 2024 | Feb 14, 2025 |
| NORTH AMERICAN MANAGEMENT CORP | History | No change | 16,283 | 315 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2014 | Jul 23, 2014 |
| American Assets Investment Management, LLC | History | No change | 14,000 | 271 | 0.08% | 0.08% | 13 | 0 | 0.0% | Q2 2014 | Aug 04, 2014 |
| Highlander Capital Management, LLC | History | No change | 3,000 | 57 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2014 | Aug 11, 2014 |
| Psagot Investment House Ltd. | History | No change | 1,000 | 19 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2014 | Aug 06, 2014 |
| REILLY FINANCIAL ADVISORS, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2014 | Jul 16, 2014 |
| Winslow, Evans & Crocker, Inc. | History | No change | 200 | 3 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2014 | Jul 16, 2014 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 3.29% | — | -17,203,771 | -100.0% | Q4 2024 | Feb 12, 2025 |
| First Eagle Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -8,683,098 | -100.0% | Q4 2024 | Feb 10, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.08% | — | -881,782 | -100.0% | Q4 2024 | Feb 14, 2025 |
| BECK MACK & OLIVER LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -92,100 | -100.0% | Q4 2024 | Feb 13, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,901 | -100.0% | Q4 2024 | Feb 11, 2025 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,700 | -100.0% | Q4 2024 | Jan 31, 2025 |