JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 297 filers reported holding JPMORGAN CHASE & CO in Q2 2014. The put-call ratio across all filers is 16.17 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $24,000 | -66.2% | 1,204 | -72.0% | 0.00% | -60.0% |
Q1 2021 | $71,000 | -24.5% | 4,303 | -36.7% | 0.01% | -28.6% |
Q4 2020 | $94,000 | +23.7% | 6,803 | -4.0% | 0.01% | +16.7% |
Q3 2020 | $76,000 | -20.8% | 7,086 | -2.2% | 0.01% | -25.0% |
Q2 2020 | $96,000 | +62.7% | 7,246 | +11.6% | 0.01% | +33.3% |
Q1 2020 | $59,000 | -59.0% | 6,493 | -1.3% | 0.01% | -50.0% |
Q4 2019 | $144,000 | -35.4% | 6,581 | -31.3% | 0.01% | -40.0% |
Q3 2019 | $223,000 | -51.9% | 9,581 | -48.2% | 0.02% | -53.5% |
Q2 2019 | $464,000 | -21.9% | 18,479 | -20.6% | 0.04% | -27.1% |
Q1 2019 | $594,000 | +3.7% | 23,282 | -9.2% | 0.06% | -6.3% |
Q4 2018 | $573,000 | -26.3% | 25,654 | -9.4% | 0.06% | -18.2% |
Q3 2018 | $778,000 | -63.0% | 28,318 | -64.2% | 0.08% | -64.5% |
Q2 2018 | $2,104,000 | -5.3% | 79,150 | -14.5% | 0.22% | -4.8% |
Q1 2018 | $2,221,000 | -31.5% | 92,549 | -21.5% | 0.23% | -30.3% |
Q4 2017 | $3,241,000 | -4.5% | 117,952 | -1.9% | 0.33% | -6.0% |
Q3 2017 | $3,393,000 | -19.9% | 120,209 | -15.7% | 0.35% | -21.3% |
Q2 2017 | $4,236,000 | -7.4% | 142,631 | +0.7% | 0.44% | -11.1% |
Q1 2017 | $4,574,000 | +6.7% | 141,611 | +4.4% | 0.50% | +4.0% |
Q4 2016 | $4,287,000 | +7.8% | 135,618 | +7.4% | 0.48% | +7.7% |
Q3 2016 | $3,978,000 | -3.7% | 126,282 | -2.7% | 0.44% | -3.1% |
Q2 2016 | $4,130,000 | +23.4% | 129,830 | +5.1% | 0.46% | +20.8% |
Q1 2016 | $3,346,000 | +6.9% | 123,535 | +14.4% | 0.38% | +2.2% |
Q4 2015 | $3,129,000 | -30.3% | 108,015 | -26.9% | 0.37% | -31.7% |
Q3 2015 | $4,490,000 | -22.9% | 147,746 | +0.5% | 0.54% | -18.3% |
Q2 2015 | $5,822,000 | -7.2% | 147,006 | +0.3% | 0.66% | -5.4% |
Q1 2015 | $6,275,000 | -13.7% | 146,623 | -7.3% | 0.70% | -9.1% |
Q4 2014 | $7,267,000 | -12.9% | 158,149 | +0.6% | 0.77% | -12.2% |
Q3 2014 | $8,341,000 | +5.0% | 157,136 | +3.6% | 0.88% | +1.3% |
Q2 2014 | $7,942,000 | +13.2% | 151,612 | +0.6% | 0.87% | +8.1% |
Q1 2014 | $7,017,000 | +1.3% | 150,777 | +0.9% | 0.80% | +0.4% |
Q4 2013 | $6,929,000 | +7.8% | 149,493 | +3.7% | 0.80% | +2.0% |
Q3 2013 | $6,428,000 | -4.9% | 144,110 | -0.6% | 0.78% | -8.7% |
Q2 2013 | $6,762,000 | – | 144,998 | – | 0.86% | – |
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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% |