SHEETS SMITH WEALTH MANAGEMENT - JPMORGAN CHASE & CO ownership

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
SHEETS SMITH WEALTH MANAGEMENT ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2017$207,000
-33.2%
7,525
-31.4%
0.05%
-37.2%
Q3 2017$310,000
+28.6%
10,975
+35.1%
0.08%
+21.9%
Q2 2017$241,000
-8.0%
8,1250.0%0.06%
-8.6%
Q1 2017$262,000
-84.9%
8,125
-78.5%
0.07%
-84.6%
Q4 2014$1,739,000
-69.1%
37,850
-64.3%
0.45%
-70.3%
Q3 2014$5,624,000
+63.9%
105,950
+61.7%
1.53%
+66.1%
Q2 2014$3,432,000
+46.0%
65,522
+29.8%
0.92%
+40.0%
Q1 2014$2,350,000
+7.0%
50,493
+6.6%
0.66%
+8.6%
Q4 2013$2,196,000
-23.8%
47,389
-26.6%
0.61%
-35.3%
Q3 2013$2,880,000
+9.8%
64,567
+14.8%
0.94%
+5.2%
Q2 2013$2,624,000
+18.6%
56,266
+15.6%
0.89%
+18.8%
Q1 2013$2,213,00048,6630.75%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2013
NameSharesValueWeighting ↓
Fund Evaluation Group, LLC 2,001,992$60,841,00012.86%
SAGE FINANCIAL GROUP INC 1,088,940$33,093,00011.78%
Round Table Services, LLC 415,433$12,625,0009.28%
VECTOR WEALTH MANAGEMENT, LLC 342,951$10,296,0008.10%
Stelac Advisory Services LLC 875,141$26,295,0007.27%
Smith & Howard Wealth Management, LLC 427,277$12,985,0006.25%
Klingman & Associates, LLC 490,546$14,907,0005.85%
DOW CHEMICAL CO /DE/ 1,969,090$59,841,0005.05%
MCF Advisors LLC 611,809$18,593,0004.76%
Mosaic Financial Partners, Inc. 237,869$7,229,0004.61%
View complete list of JPMORGAN CHASE & CO shareholders