JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 271 filers reported holding JPMORGAN CHASE & CO in Q4 2013. The put-call ratio across all filers is 43.69 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $254,000 | -28.5% | 6,411 | -22.6% | 0.07% | -32.7% |
| Q1 2015 | $355,000 | -24.5% | 8,288 | -19.1% | 0.10% | -25.2% |
| Q4 2014 | $470,000 | -39.7% | 10,239 | -30.2% | 0.13% | -40.7% |
| Q3 2014 | $779,000 | -17.2% | 14,669 | -18.3% | 0.22% | -19.9% |
| Q2 2014 | $941,000 | +10.4% | 17,956 | -1.9% | 0.28% | 0.0% |
| Q1 2014 | $852,000 | -15.6% | 18,310 | -15.9% | 0.28% | -15.1% |
| Q4 2013 | $1,009,000 | +21.3% | 21,762 | +16.7% | 0.32% | +18.6% |
| Q3 2013 | $832,000 | +6.3% | 18,654 | +11.2% | 0.27% | +3.4% |
| Q2 2013 | $783,000 | – | 16,781 | – | 0.26% | – |
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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% |