JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 302 filers reported holding JPMORGAN CHASE & CO in Q2 2016. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,939,000 | +9.1% | 60,980 | -7.0% | 0.36% | +31.1% |
| Q1 2016 | $1,777,000 | -69.9% | 65,589 | -67.8% | 0.27% | -68.1% |
| Q4 2015 | $5,899,000 | -16.2% | 203,638 | -12.1% | 0.86% | +32.0% |
| Q3 2015 | $7,040,000 | -1.1% | 231,656 | +28.9% | 0.65% | +9.6% |
| Q2 2015 | $7,117,000 | -13.0% | 179,717 | -6.0% | 0.59% | -21.2% |
| Q1 2015 | $8,184,000 | -76.9% | 191,215 | -75.2% | 0.75% | -75.4% |
| Q4 2014 | $35,403,000 | +292.4% | 770,486 | +350.0% | 3.05% | +280.1% |
| Q3 2014 | $9,022,000 | -7.4% | 171,213 | -8.7% | 0.80% | -14.6% |
| Q2 2014 | $9,747,000 | +49.5% | 187,501 | +33.1% | 0.94% | +33.0% |
| Q1 2014 | $6,520,000 | +218.0% | 140,846 | +215.9% | 0.71% | +123.7% |
| Q4 2013 | $2,050,000 | +24.8% | 44,580 | +19.9% | 0.32% | +12.1% |
| Q3 2013 | $1,642,000 | +161.0% | 37,174 | +175.4% | 0.28% | +168.6% |
| Q2 2013 | $629,000 | – | 13,497 | – | 0.10% | – |
Download | ||||||
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% |