JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 280 filers reported holding JPMORGAN CHASE & CO in Q1 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $3,881,000 | -67.8% | 166,788 | -65.3% | 4.18% | -66.8% |
| Q2 2019 | $12,070,000 | -2.4% | 480,668 | -0.9% | 12.60% | -1.3% |
| Q1 2019 | $12,367,000 | +558.5% | 484,797 | +476.1% | 12.77% | +444.6% |
| Q4 2018 | $1,878,000 | -47.7% | 84,151 | -25.9% | 2.34% | -44.7% |
| Q4 2016 | $3,592,000 | -0.0% | 113,626 | -0.4% | 4.24% | +3.2% |
| Q3 2016 | $3,593,000 | -6.3% | 114,066 | -5.3% | 4.11% | -6.6% |
| Q2 2016 | $3,833,000 | +16.2% | 120,490 | -1.0% | 4.40% | +12.9% |
| Q1 2016 | $3,298,000 | +49.2% | 121,728 | +59.6% | 3.90% | +54.4% |
| Q4 2015 | $2,210,000 | -27.3% | 76,280 | -23.7% | 2.52% | -26.2% |
| Q3 2015 | $3,040,000 | -17.9% | 100,024 | +6.9% | 3.42% | -7.8% |
| Q2 2015 | $3,704,000 | -5.0% | 93,543 | +2.7% | 3.71% | -4.6% |
| Q1 2015 | $3,899,000 | -1.5% | 91,097 | +5.7% | 3.88% | -2.3% |
| Q4 2014 | $3,960,000 | – | 86,175 | – | 3.98% | – |
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% |