JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |