JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 246 filers reported holding JPMORGAN CHASE & CO in Q2 2013. The put-call ratio across all filers is 0.48 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $13,874,000 | -22.8% | 621,600 | -5.0% | 0.11% | -4.2% |
| Q3 2018 | $17,961,000 | +2.9% | 654,100 | -0.4% | 0.12% | +20.4% |
| Q2 2018 | $17,452,000 | +12.9% | 656,600 | +2.0% | 0.10% | +18.1% |
| Q1 2018 | $15,452,000 | -30.4% | 643,858 | -20.3% | 0.08% | -20.2% |
| Q4 2017 | $22,201,000 | +1.7% | 808,200 | +4.5% | 0.10% | -27.8% |
| Q3 2017 | $21,834,000 | -78.9% | 773,700 | -76.3% | 0.14% | -75.0% |
| Q4 2016 | $103,239,000 | +35.0% | 3,266,000 | +34.5% | 0.58% | +46.4% |
| Q3 2016 | $76,469,000 | -0.3% | 2,427,600 | +0.7% | 0.39% | +12.9% |
| Q2 2016 | $76,694,000 | +8.0% | 2,411,000 | -8.1% | 0.35% | -14.5% |
| Q1 2016 | $71,035,000 | +264.9% | 2,622,200 | +290.2% | 0.41% | +267.6% |
| Q4 2015 | $19,468,000 | +3566.3% | 672,000 | +6620.0% | 0.11% | +2675.0% |
| Q3 2014 | $531,000 | +5800.0% | 10,000 | +5163.2% | 0.00% | – |
| Q4 2013 | $9,000 | +800.0% | 190 | +660.0% | 0.00% | – |
| Q3 2013 | $1,000 | -50.0% | 25 | -50.0% | 0.00% | – |
| Q2 2013 | $2,000 | – | 50 | – | 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% |