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 | ||||
|---|---|---|---|---|---|---|
| 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% | 8,125 | 0.0% | 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 | $2,213,000 | – | 48,663 | – | 0.75% | – |
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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% |