JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 331 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,422,000 | -40.8% | 65,095 | -36.9% | 0.42% | -49.5% |
| Q3 2019 | $2,402,000 | -12.8% | 103,119 | -6.0% | 0.82% | -11.4% |
| Q2 2019 | $2,754,000 | -19.5% | 109,705 | -18.1% | 0.93% | -36.0% |
| Q1 2019 | $3,419,000 | -6.5% | 134,024 | -18.2% | 1.45% | -18.6% |
| Q4 2018 | $3,657,000 | -18.8% | 163,834 | -0.1% | 1.79% | -17.5% |
| Q3 2018 | $4,503,000 | +0.6% | 163,996 | -2.7% | 2.16% | -12.0% |
| Q2 2018 | $4,478,000 | -5.2% | 168,479 | -14.4% | 2.46% | -6.8% |
| Q1 2018 | $4,725,000 | -55.6% | 196,864 | -49.2% | 2.64% | -60.5% |
| Q4 2017 | $10,651,000 | +6.4% | 387,720 | +9.3% | 6.69% | +114.3% |
| Q3 2017 | $10,012,000 | -6.1% | 354,786 | -1.2% | 3.12% | -10.4% |
| Q2 2017 | $10,665,000 | -7.5% | 359,078 | +0.6% | 3.49% | -12.5% |
| Q1 2017 | $11,528,000 | +9.2% | 356,902 | +6.9% | 3.98% | +9.4% |
| Q4 2016 | $10,557,000 | – | 333,978 | – | 3.64% | – |
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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% |