JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 305 filers reported holding JPMORGAN CHASE & CO in Q3 2014. The put-call ratio across all filers is 0.41 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $5,534,000 | -12.8% | 230,570 | -0.1% | 0.96% | -9.9% |
| Q4 2017 | $6,343,000 | -11.1% | 230,904 | -8.7% | 1.06% | -14.4% |
| Q3 2017 | $7,134,000 | -4.1% | 252,815 | +1.0% | 1.24% | -6.4% |
| Q2 2017 | $7,436,000 | -6.9% | 250,364 | +1.3% | 1.33% | -10.5% |
| Q1 2017 | $7,986,000 | +38.5% | 247,252 | +35.6% | 1.48% | +30.0% |
| Q4 2016 | $5,766,000 | +0.2% | 182,404 | -0.2% | 1.14% | -2.2% |
| Q3 2016 | $5,756,000 | -0.8% | 182,718 | +0.2% | 1.17% | -1.4% |
| Q2 2016 | $5,800,000 | +21.2% | 182,346 | +3.2% | 1.18% | +13.0% |
| Q1 2016 | $4,785,000 | +123.4% | 176,640 | +138.9% | 1.05% | +120.9% |
| Q4 2015 | $2,142,000 | -32.6% | 73,937 | -29.3% | 0.47% | -36.8% |
| Q3 2015 | $3,179,000 | -21.7% | 104,607 | +2.1% | 0.75% | -15.5% |
| Q2 2015 | $4,058,000 | -1.8% | 102,470 | +6.1% | 0.89% | -3.5% |
| Q1 2015 | $4,134,000 | -2.6% | 96,581 | +4.6% | 0.92% | -1.0% |
| Q4 2014 | $4,245,000 | -11.7% | 92,376 | +2.0% | 0.93% | -17.4% |
| Q3 2014 | $4,806,000 | +2.3% | 90,551 | +0.9% | 1.12% | -1.1% |
| Q2 2014 | $4,699,000 | +12.5% | 89,728 | -0.0% | 1.14% | +5.7% |
| Q1 2014 | $4,176,000 | +4.6% | 89,737 | +4.1% | 1.08% | +2.1% |
| Q4 2013 | $3,993,000 | +16.5% | 86,162 | +12.1% | 1.06% | +14.2% |
| Q3 2013 | $3,428,000 | +0.2% | 76,871 | +4.7% | 0.92% | -7.9% |
| Q2 2013 | $3,422,000 | – | 73,389 | – | 1.00% | – |
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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% |