JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 316 filers reported holding JPMORGAN CHASE & CO in Q1 2017. The put-call ratio across all filers is 0.13 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $515,000 | +7.3% | 23,618 | +14.2% | 0.00% | 0.0% |
Q3 2019 | $480,000 | -58.8% | 20,683 | -55.5% | 0.00% | -62.5% |
Q2 2019 | $1,165,000 | +32.2% | 46,437 | +34.4% | 0.01% | +14.3% |
Q1 2019 | $881,000 | -12.5% | 34,548 | -23.4% | 0.01% | -22.2% |
Q4 2018 | $1,007,000 | +19.0% | 45,074 | +46.4% | 0.01% | +28.6% |
Q3 2018 | $846,000 | +1.6% | 30,787 | -11.3% | 0.01% | -12.5% |
Q2 2018 | $833,000 | 0.0% | 34,705 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $833,000 | -25.8% | 34,705 | -15.1% | 0.01% | -27.3% |
Q4 2017 | $1,123,000 | -9.7% | 40,874 | -7.2% | 0.01% | -15.4% |
Q3 2017 | $1,243,000 | -8.5% | 44,040 | -3.6% | 0.01% | -18.8% |
Q2 2017 | $1,358,000 | -2.5% | 45,703 | +5.9% | 0.02% | -11.1% |
Q1 2017 | $1,393,000 | -0.3% | 43,165 | -2.3% | 0.02% | -5.3% |
Q4 2016 | $1,397,000 | -6.1% | 44,185 | -6.4% | 0.02% | -13.6% |
Q3 2016 | $1,488,000 | +1.0% | 47,227 | +2.0% | 0.02% | -8.3% |
Q2 2016 | $1,473,000 | +32.2% | 46,312 | +12.5% | 0.02% | +20.0% |
Q1 2016 | $1,114,000 | -37.4% | 41,151 | -32.6% | 0.02% | -39.4% |
Q4 2015 | $1,779,000 | -57.1% | 61,031 | -54.6% | 0.03% | -61.2% |
Q3 2015 | $4,144,000 | -55.0% | 134,363 | -41.9% | 0.08% | -50.0% |
Q2 2015 | $9,217,000 | -74.9% | 231,208 | -72.8% | 0.17% | -75.9% |
Q1 2015 | $36,740,000 | -12.9% | 849,178 | -6.2% | 0.70% | -24.4% |
Q4 2014 | $42,163,000 | -3.7% | 905,629 | +10.1% | 0.93% | -21.8% |
Q3 2014 | $43,796,000 | -3.1% | 822,432 | -5.8% | 1.19% | -3.6% |
Q2 2014 | $45,190,000 | +17.0% | 873,501 | +4.9% | 1.24% | +9.8% |
Q1 2014 | $38,630,000 | +31.2% | 832,931 | +30.6% | 1.13% | +24.1% |
Q4 2013 | $29,438,000 | +7.6% | 637,951 | +4.1% | 0.91% | -2.0% |
Q3 2013 | $27,353,000 | +3.0% | 612,798 | +7.0% | 0.93% | -2.1% |
Q2 2013 | $26,547,000 | – | 572,576 | – | 0.95% | – |
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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% |