JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 322 filers reported holding JPMORGAN CHASE & CO in Q1 2015. The put-call ratio across all filers is 3.74 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $379,000 | -6.4% | 13,972 | 0.0% | 0.02% | -4.3% |
| Q4 2015 | $405,000 | -8.0% | 13,972 | -3.5% | 0.02% | -17.9% |
| Q3 2015 | $440,000 | -23.2% | 14,472 | 0.0% | 0.03% | -15.2% |
| Q2 2015 | $573,000 | -10.9% | 14,472 | -3.7% | 0.03% | -10.8% |
| Q1 2015 | $643,000 | -6.8% | 15,022 | 0.0% | 0.04% | -11.9% |
| Q4 2014 | $690,000 | -14.6% | 15,022 | -1.3% | 0.04% | -25.0% |
| Q3 2014 | $808,000 | +1.4% | 15,222 | 0.0% | 0.06% | +3.7% |
| Q2 2014 | $797,000 | +12.6% | 15,222 | 0.0% | 0.05% | +3.8% |
| Q1 2014 | $708,000 | +0.3% | 15,222 | 0.0% | 0.05% | +2.0% |
| Q4 2013 | $706,000 | +7.5% | 15,222 | +3.4% | 0.05% | -19.0% |
| Q3 2013 | $657,000 | -4.4% | 14,722 | 0.0% | 0.06% | -7.4% |
| Q2 2013 | $687,000 | – | 14,722 | – | 0.07% | – |
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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% |