Geneva Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 280 filers reported holding JPMORGAN CHASE & CO in Q1 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.

Quarter-by-quarter ownership
Geneva Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2017$549,000
-18.3%
18,492
-11.1%
0.01%
-25.0%
Q1 2017$672,000
+1.4%
20,792
-0.8%
0.01%
-7.7%
Q4 2016$663,000
-9.5%
20,967
-9.9%
0.01%
-7.1%
Q3 2016$733,000
+96.5%
23,273
+98.4%
0.01%
+100.0%
Q2 2016$373,000
+17.3%
11,7320.0%0.01%
+16.7%
Q1 2016$318,000
-45.2%
11,732
-41.4%
0.01%
-45.5%
Q4 2015$580,000
+29.5%
20,008
+35.8%
0.01%
+22.2%
Q3 2015$448,000
-23.3%
14,7380.0%0.01%
-10.0%
Q2 2015$584,000
-34.2%
14,738
-28.9%
0.01%
-37.5%
Q1 2015$888,000
+5.6%
20,738
+13.2%
0.02%0.0%
Q4 2014$841,000
-1.8%
18,312
+13.6%
0.02%0.0%
Q3 2014$856,000
+1.3%
16,1250.0%0.02%
+6.7%
Q2 2014$845,000
+20.0%
16,125
+6.6%
0.02%
+15.4%
Q1 2014$704,000
+25.3%
15,125
+24.7%
0.01%
+30.0%
Q4 2013$562,000
+3.9%
12,1250.0%0.01%
-9.1%
Q3 2013$541,000
-21.0%
12,125
-17.5%
0.01%
-31.2%
Q2 2013$685,00014,6900.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2016
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 1,969,090$55,568,00013.81%
OXFORD FINANCIAL GROUP, LTD. LLC 620,535$17,511,00012.00%
BRIGHTON JONES LLC 3,020,995$85,252,00010.96%
CIBC BANK USA 2,485,527$70,142,0009.18%
SAGE FINANCIAL GROUP INC 1,408,133$39,738,0008.71%
FIDUCIARY COUNSELLING INC 86,004$2,427,0008.68%
BRR OpCo, LLC 918,103$25,908,0007.90%
Round Table Services, LLC 761,223$21,482,0007.67%
MARINER INVESTMENT GROUP LLC 390,000$11,006,0006.85%
Klingman & Associates, LLC 971,609$27,419,0006.75%
View complete list of JPMORGAN CHASE & CO shareholders