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 | $218,000 | -6.4% | 10,000 | 0.0% | 0.02% | -15.8% |
| Q3 2019 | $233,000 | -7.2% | 10,000 | 0.0% | 0.02% | -9.5% |
| Q2 2019 | $251,000 | -1.6% | 10,000 | 0.0% | 0.02% | -4.5% |
| Q1 2019 | $255,000 | +14.3% | 10,000 | 0.0% | 0.02% | +4.8% |
| Q4 2018 | $223,000 | -18.9% | 10,000 | 0.0% | 0.02% | -8.7% |
| Q3 2018 | $275,000 | +3.4% | 10,000 | 0.0% | 0.02% | -4.2% |
| Q2 2018 | $266,000 | +10.8% | 10,000 | 0.0% | 0.02% | +9.1% |
| Q1 2018 | $240,000 | -12.7% | 10,000 | 0.0% | 0.02% | -12.0% |
| Q4 2017 | $275,000 | -2.5% | 10,000 | 0.0% | 0.02% | -7.4% |
| Q3 2017 | $282,000 | -5.1% | 10,000 | 0.0% | 0.03% | -6.9% |
| Q2 2017 | $297,000 | -8.0% | 10,000 | 0.0% | 0.03% | -12.1% |
| Q1 2017 | $323,000 | +19.2% | 10,000 | 0.0% | 0.03% | +6.5% |
| Q1 2016 | $271,000 | -6.6% | 10,000 | 0.0% | 0.03% | -8.8% |
| Q4 2015 | $290,000 | +37.4% | 10,000 | +117.4% | 0.03% | +36.0% |
| Q4 2014 | $211,000 | -13.5% | 4,600 | 0.0% | 0.02% | -21.9% |
| Q3 2014 | $244,000 | +1.2% | 4,600 | 0.0% | 0.03% | +3.2% |
| Q2 2014 | $241,000 | +12.6% | 4,600 | 0.0% | 0.03% | +6.9% |
| Q1 2014 | $214,000 | -28.7% | 4,600 | -28.8% | 0.03% | -31.0% |
| Q4 2013 | $300,000 | +46.3% | 6,464 | +40.5% | 0.04% | +27.3% |
| Q3 2013 | $205,000 | -4.7% | 4,600 | 0.0% | 0.03% | -5.7% |
| Q2 2013 | $215,000 | – | 4,600 | – | 0.04% | – |
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% |