JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 271 filers reported holding JPMORGAN CHASE & CO in Q4 2013. The put-call ratio across all filers is 43.69 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $203,000 | -31.2% | 6,670 | -10.4% | 0.04% | -23.4% |
| Q2 2015 | $295,000 | -46.6% | 7,445 | -42.3% | 0.05% | -44.0% |
| Q1 2015 | $552,000 | -17.5% | 12,895 | -11.4% | 0.08% | -18.4% |
| Q4 2014 | $669,000 | -19.5% | 14,561 | -7.1% | 0.10% | -24.8% |
| Q3 2014 | $831,000 | -4.7% | 15,670 | -5.8% | 0.14% | -4.2% |
| Q2 2014 | $872,000 | -82.9% | 16,643 | -84.8% | 0.14% | -83.6% |
| Q1 2014 | $5,110,000 | +1.1% | 109,796 | +0.7% | 0.87% | +0.6% |
| Q4 2013 | $5,053,000 | -1.9% | 109,013 | -5.6% | 0.87% | -8.7% |
| Q3 2013 | $5,150,000 | -5.1% | 115,478 | -0.8% | 0.95% | -7.8% |
| Q2 2013 | $5,429,000 | +8.8% | 116,413 | +6.1% | 1.03% | +8.9% |
| Q1 2013 | $4,989,000 | – | 109,698 | – | 0.95% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |