JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 299 filers reported holding JPMORGAN CHASE & CO in Q4 2015. The put-call ratio across all filers is 0.06 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $539,000 | -7.7% | 23,146 | -0.5% | 0.04% | -8.7% |
Q2 2019 | $584,000 | -5.2% | 23,255 | -3.8% | 0.05% | -9.8% |
Q1 2019 | $616,000 | +3.7% | 24,165 | -9.2% | 0.05% | -10.5% |
Q4 2018 | $594,000 | -23.2% | 26,615 | -5.4% | 0.06% | -6.6% |
Q3 2018 | $773,000 | -6.3% | 28,140 | -9.3% | 0.06% | -14.1% |
Q2 2018 | $825,000 | +4.2% | 31,021 | -6.0% | 0.07% | +1.4% |
Q1 2018 | $792,000 | -63.6% | 32,995 | -58.3% | 0.07% | -62.0% |
Q4 2017 | $2,175,000 | -58.4% | 79,170 | -57.3% | 0.18% | -59.3% |
Q3 2017 | $5,229,000 | -2.6% | 185,283 | +2.5% | 0.45% | -6.8% |
Q2 2017 | $5,370,000 | -7.3% | 180,793 | +0.8% | 0.48% | -11.0% |
Q1 2017 | $5,791,000 | +82.3% | 179,277 | +78.4% | 0.54% | +73.6% |
Q4 2016 | $3,177,000 | +84.5% | 100,502 | +83.8% | 0.31% | +81.5% |
Q3 2016 | $1,722,000 | +11.2% | 54,677 | +12.3% | 0.17% | +8.8% |
Q2 2016 | $1,549,000 | +17.4% | 48,702 | 0.0% | 0.16% | +14.4% |
Q1 2016 | $1,319,000 | -60.7% | 48,702 | -58.0% | 0.14% | -60.6% |
Q4 2015 | $3,358,000 | -45.1% | 115,903 | -12.2% | 0.35% | -42.1% |
Q4 2013 | $6,119,000 | +8.6% | 132,017 | +4.5% | 0.61% | -0.7% |
Q3 2013 | $5,634,000 | -3.9% | 126,317 | +0.5% | 0.61% | -9.6% |
Q2 2013 | $5,863,000 | – | 125,717 | – | 0.68% | – |
Download |
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% |