JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 331 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $427,000 | -79.0% | 19,596 | -77.6% | 0.04% | -80.3% |
| Q3 2019 | $2,036,000 | -7.3% | 87,474 | 0.0% | 0.21% | -9.4% |
| Q2 2019 | $2,196,000 | -4.8% | 87,474 | -3.2% | 0.24% | -12.3% |
| Q1 2019 | $2,306,000 | +10.8% | 90,388 | -3.1% | 0.27% | +12.1% |
| Q4 2018 | $2,082,000 | -30.3% | 93,260 | -14.2% | 0.24% | -23.6% |
| Q3 2018 | $2,985,000 | +0.4% | 108,698 | -2.8% | 0.31% | -4.3% |
| Q2 2018 | $2,973,000 | +2.4% | 111,847 | -7.5% | 0.33% | -4.4% |
| Q1 2018 | $2,902,000 | -37.3% | 120,912 | -28.2% | 0.34% | -37.8% |
| Q4 2017 | $4,628,000 | -26.2% | 168,480 | -24.2% | 0.55% | -31.7% |
| Q3 2017 | $6,272,000 | -9.7% | 222,269 | -5.0% | 0.80% | -6.9% |
| Q2 2017 | $6,946,000 | -8.8% | 233,858 | -0.8% | 0.86% | -13.9% |
| Q1 2017 | $7,613,000 | -2.2% | 235,703 | -4.3% | 1.00% | -15.4% |
| Q4 2016 | $7,784,000 | -4.7% | 246,248 | -5.0% | 1.19% | -10.9% |
| Q3 2016 | $8,168,000 | -4.0% | 259,309 | -3.1% | 1.33% | -9.3% |
| Q2 2016 | $8,510,000 | +9.1% | 267,523 | -7.1% | 1.47% | +0.4% |
| Q1 2016 | $7,803,000 | -21.8% | 288,037 | -16.4% | 1.46% | -30.5% |
| Q4 2015 | $9,976,000 | -20.9% | 344,346 | -17.1% | 2.11% | -31.9% |
| Q3 2015 | $12,619,000 | -32.7% | 415,243 | -12.3% | 3.10% | -28.5% |
| Q2 2015 | $18,749,000 | -14.1% | 473,471 | -7.2% | 4.33% | -15.0% |
| Q1 2015 | $21,832,000 | -21.1% | 510,093 | -15.3% | 5.10% | -29.4% |
| Q4 2014 | $27,677,000 | -8.3% | 602,327 | +5.9% | 7.22% | -13.9% |
| Q3 2014 | $30,191,000 | -3.3% | 568,776 | -4.6% | 8.39% | -4.7% |
| Q2 2014 | $31,215,000 | +3.9% | 595,933 | -7.6% | 8.80% | -3.9% |
| Q1 2014 | $30,032,000 | -31.3% | 645,288 | -31.6% | 9.16% | -29.4% |
| Q4 2013 | $43,729,000 | +4.5% | 943,445 | +0.6% | 12.97% | -4.6% |
| Q3 2013 | $41,845,000 | +1.3% | 938,236 | +5.9% | 13.60% | -2.7% |
| Q2 2013 | $41,307,000 | – | 885,662 | – | 13.98% | – |
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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% |