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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $15,000 | -37.5% | 510 | -33.8% | 0.00% | -100.0% |
| Q1 2017 | $24,000 | +50.0% | 770 | +51.0% | 0.00% | – |
| Q4 2016 | $16,000 | -92.0% | 510 | -92.0% | 0.00% | -100.0% |
| Q3 2016 | $200,000 | +525.0% | 6,352 | +528.9% | 0.01% | +400.0% |
| Q2 2016 | $32,000 | +33.3% | 1,010 | +85.3% | 0.00% | 0.0% |
| Q4 2014 | $24,000 | -84.9% | 545 | -81.8% | 0.00% | -80.0% |
| Q3 2014 | $159,000 | -81.6% | 3,001 | -81.9% | 0.01% | -82.8% |
| Q2 2014 | $866,000 | +31.4% | 16,553 | +16.7% | 0.03% | +20.8% |
| Q1 2014 | $659,000 | +70.3% | 14,185 | +69.2% | 0.02% | +71.4% |
| Q4 2013 | $387,000 | +7640.0% | 8,386 | +6253.0% | 0.01% | – |
| Q3 2013 | $5,000 | -68.8% | 132 | -63.5% | 0.00% | -100.0% |
| Q2 2013 | $16,000 | – | 362 | – | 0.00% | – |
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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% |