JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 296 filers reported holding JPMORGAN CHASE & CO in Q2 2015. The put-call ratio across all filers is 29.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $244,000 | -70.3% | 27,045 | -28.3% | 0.03% | -62.7% |
Q4 2019 | $822,000 | -42.5% | 37,700 | -38.6% | 0.08% | -46.5% |
Q3 2019 | $1,430,000 | -11.9% | 61,450 | -4.9% | 0.16% | -12.4% |
Q2 2019 | $1,623,000 | +0.4% | 64,650 | +2.0% | 0.18% | 0.0% |
Q1 2019 | $1,617,000 | +58.1% | 63,400 | +38.3% | 0.18% | +40.5% |
Q4 2018 | $1,023,000 | -49.6% | 45,840 | -37.9% | 0.13% | -41.1% |
Q3 2018 | $2,028,000 | +5.0% | 73,845 | +1.7% | 0.21% | -2.3% |
Q2 2018 | $1,931,000 | +9.5% | 72,645 | -1.1% | 0.22% | +6.8% |
Q1 2018 | $1,763,000 | -6.2% | 73,470 | +7.4% | 0.20% | -1.9% |
Q4 2017 | $1,880,000 | +39.2% | 68,436 | +43.0% | 0.21% | +31.4% |
Q3 2017 | $1,351,000 | +79.2% | 47,871 | +88.5% | 0.16% | +72.8% |
Q2 2017 | $754,000 | -5.9% | 25,401 | +2.4% | 0.09% | -8.9% |
Q1 2017 | $801,000 | -50.1% | 24,801 | -51.2% | 0.10% | -52.6% |
Q4 2016 | $1,606,000 | +123.7% | 50,806 | +122.9% | 0.21% | +119.6% |
Q3 2016 | $718,000 | -3.5% | 22,795 | -2.6% | 0.10% | -4.0% |
Q2 2016 | $744,000 | +31.2% | 23,395 | +11.8% | 0.10% | +29.5% |
Q1 2016 | $567,000 | -2.4% | 20,930 | +4.4% | 0.08% | -4.9% |
Q4 2015 | $581,000 | -3.8% | 20,055 | +1.0% | 0.08% | -6.8% |
Q3 2015 | $604,000 | -23.3% | 19,865 | 0.0% | 0.09% | -15.4% |
Q2 2015 | $787,000 | -18.6% | 19,865 | -12.1% | 0.10% | -23.5% |
Q1 2015 | $967,000 | -7.4% | 22,600 | -0.5% | 0.14% | -1.4% |
Q4 2014 | $1,044,000 | -21.2% | 22,705 | -9.1% | 0.14% | -24.6% |
Q3 2014 | $1,325,000 | -0.4% | 24,970 | -1.7% | 0.18% | +0.5% |
Q2 2014 | $1,330,000 | -8.1% | 25,400 | -18.3% | 0.18% | -11.7% |
Q1 2014 | $1,447,000 | -58.2% | 31,100 | -58.3% | 0.21% | -60.3% |
Q4 2013 | $3,460,000 | +1.5% | 74,649 | -2.3% | 0.52% | -7.0% |
Q3 2013 | $3,409,000 | -3.9% | 76,435 | +0.5% | 0.56% | -8.4% |
Q2 2013 | $3,546,000 | – | 76,035 | – | 0.61% | – |
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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% |