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 2019 | $248,000 | -15.4% | 11,382 | -9.6% | 0.02% | -21.1% |
| Q3 2019 | $293,000 | -30.4% | 12,587 | -25.0% | 0.02% | -32.1% |
| Q2 2019 | $421,000 | -29.5% | 16,779 | -28.3% | 0.03% | -33.3% |
| Q1 2019 | $597,000 | -98.3% | 23,408 | -98.5% | 0.04% | -98.5% |
| Q4 2018 | $34,117,000 | -18.1% | 1,528,538 | +0.7% | 2.89% | -9.4% |
| Q3 2018 | $41,673,000 | +3.7% | 1,517,598 | +0.4% | 3.20% | -7.8% |
| Q2 2018 | $40,168,000 | +15.1% | 1,511,222 | +4.0% | 3.46% | +18.9% |
| Q1 2018 | $34,885,000 | -7.4% | 1,453,548 | +6.0% | 2.91% | -5.5% |
| Q4 2017 | $37,658,000 | +7.6% | 1,370,871 | – | 3.08% | +1.9% |
| Q3 2017 | $34,984,000 | -0.6% | 0 | -100.0% | 3.03% | -5.4% |
| Q2 2017 | $35,210,000 | -6.6% | 1,185,531 | +1.6% | 3.20% | -8.5% |
| Q1 2017 | $37,683,000 | +2.8% | 1,166,670 | +0.6% | 3.50% | -2.2% |
| Q4 2016 | $36,663,000 | +1.5% | 1,159,857 | +1.2% | 3.58% | -4.1% |
| Q3 2016 | $36,108,000 | -3.1% | 1,146,295 | -2.2% | 3.73% | +3.7% |
| Q2 2016 | $37,276,000 | +1011.7% | 1,171,826 | +846.6% | 3.60% | +874.8% |
| Q1 2016 | $3,353,000 | -88.9% | 123,788 | -87.6% | 0.37% | -87.3% |
| Q3 2015 | $30,307,000 | -20.2% | 997,264 | +4.0% | 2.91% | -13.9% |
| Q2 2015 | $37,975,000 | -27.9% | 958,960 | -22.0% | 3.38% | -26.7% |
| Q1 2015 | $52,653,000 | -99.9% | 1,230,201 | +3.9% | 4.62% | +0.3% |
| Q4 2014 | $54,424,199,000 | +88626.9% | 1,184,422 | +2.5% | 4.60% | -19.8% |
| Q3 2014 | $61,339,000 | +1.1% | 1,155,600 | -0.2% | 5.74% | +1.5% |
| Q2 2014 | $60,682,000 | +13.5% | 1,158,492 | +0.8% | 5.65% | +8.3% |
| Q1 2014 | $53,481,000 | +2.9% | 1,149,134 | – | 5.21% | +3.8% |
| Q4 2013 | $51,982,000 | +8.3% | 0 | -100.0% | 5.02% | -4.1% |
| Q3 2013 | $48,014,000 | -4.8% | 1,076,555 | -0.4% | 5.24% | -12.5% |
| Q2 2013 | $50,454,000 | – | 1,080,847 | – | 5.99% | – |
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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% |