JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 5 filers reported holding JPMORGAN CHASE & CO in Q4 2011. The put-call ratio across all filers is - and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $11,000 | -8.3% | 400 | 0.0% | 0.00% | – |
| Q4 2015 | $12,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q3 2015 | $12,000 | -25.0% | 400 | 0.0% | 0.00% | -100.0% |
| Q2 2015 | $16,000 | -5.9% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $17,000 | -57.5% | 400 | -53.5% | 0.00% | 0.0% |
| Q4 2014 | $40,000 | -13.0% | 860 | 0.0% | 0.00% | -50.0% |
| Q3 2014 | $46,000 | +2.2% | 860 | 0.0% | 0.00% | +100.0% |
| Q2 2014 | $45,000 | +12.5% | 860 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $40,000 | +110.5% | 860 | +115.0% | 0.00% | 0.0% |
| Q4 2013 | $19,000 | +5.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $18,000 | -89.2% | 400 | -88.8% | 0.00% | -66.7% |
| Q2 2013 | $166,000 | +730.0% | 3,570 | +614.0% | 0.00% | – |
| Q1 2012 | $20,000 | +5.3% | 500 | 0.0% | 0.00% | – |
| Q4 2011 | $19,000 | -88.8% | 500 | -90.0% | 0.00% | -100.0% |
| Q3 2011 | $170,000 | +794.7% | 5,000 | +900.0% | 0.01% | – |
| Q2 2011 | $19,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q1 2011 | $19,000 | +5.6% | 500 | 0.0% | 0.00% | – |
| Q4 2010 | $18,000 | – | 500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fund Evaluation Group, LLC | 2,001,992 | $60,841,000 | 12.86% |
| SAGE FINANCIAL GROUP INC | 1,088,940 | $33,093,000 | 11.78% |
| Round Table Services, LLC | 415,433 | $12,625,000 | 9.28% |
| VECTOR WEALTH MANAGEMENT, LLC | 342,951 | $10,296,000 | 8.10% |
| Stelac Advisory Services LLC | 875,141 | $26,295,000 | 7.27% |
| Smith & Howard Wealth Management, LLC | 427,277 | $12,985,000 | 6.25% |
| Klingman & Associates, LLC | 490,546 | $14,907,000 | 5.85% |
| DOW CHEMICAL CO /DE/ | 1,969,090 | $59,841,000 | 5.05% |
| MCF Advisors LLC | 611,809 | $18,593,000 | 4.76% |
| Mosaic Financial Partners, Inc. | 237,869 | $7,229,000 | 4.61% |