SEC 13F Intelligence

JPMorgan Chase & Co

CUSIP 48127R461

Jpmorgan Chase & Co has 5 institutional holders in Filings Flow’s 13F database, together reporting 75.7K shares worth $2M as of Q4 2019. The largest reported holders are Maryland Capital Management, Shapiro Capital Management LLC, and Woodley Farra Manion Portfolio Management Inc.

Institutional Holders
5
Q4 2019
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’18: 9Q4 ’18Q1 ’19: 7Q1 ’19Q2 ’19: 7Q2 ’19Q3 ’19: 7Q3 ’19Q4 ’19: 5Q4 ’19filingsflow.com
Total reported value
Q4 ’18: $9MQ4 ’18Q1 ’19: $7MQ1 ’19Q2 ’19: $7MQ2 ’19Q3 ’19: $7MQ3 ’19Q4 ’19: $2MQ4 ’19filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Maryland Capital Management$1.2B AUM0.43%$4M146.5KQ3 2019OLDER
SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM0.04%$2M67.5KQ4 2019
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM0.09%$870,00034.0KQ3 2019OLDER
Edge Wealth Management LLC$594M AUM0.02%$109,0004.3KQ4 2019
Estabrook Capital Management$685M AUM0.01%$70,3452.8KQ4 2019
Private Capital Group, LLC$133M AUM0.00%$20,000808Q4 2019
Sonora Investment Management, LLC$798M AUM0.00%$9,000333Q4 2019

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.