JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 309 filers reported holding JPMORGAN CHASE & CO in Q2 2017. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $313,000 | -29.2% | 10,554 | -22.9% | 0.13% | -15.0% |
| Q1 2017 | $442,000 | +4.5% | 13,690 | +2.2% | 0.15% | +10.1% |
| Q4 2016 | $423,000 | +3.2% | 13,390 | +2.9% | 0.14% | +7.8% |
| Q3 2016 | $410,000 | +17.1% | 13,015 | +18.4% | 0.13% | +17.3% |
| Q2 2016 | $350,000 | -72.0% | 10,995 | -76.2% | 0.11% | -68.5% |
| Q1 2016 | $1,249,000 | +25.9% | 46,115 | +34.7% | 0.35% | +18.7% |
| Q4 2015 | $992,000 | -55.3% | 34,240 | -53.1% | 0.29% | -39.0% |
| Q3 2015 | $2,217,000 | -36.4% | 72,945 | -17.1% | 0.48% | -30.8% |
| Q2 2015 | $3,484,000 | +0.4% | 87,980 | +8.5% | 0.70% | -1.8% |
| Q1 2015 | $3,470,000 | -37.6% | 81,070 | -33.1% | 0.71% | -36.6% |
| Q4 2014 | $5,565,000 | +726.9% | 121,107 | +854.9% | 1.12% | +518.8% |
| Q3 2014 | $673,000 | +429.9% | 12,683 | +423.0% | 0.18% | +402.8% |
| Q2 2014 | $127,000 | – | 2,425 | – | 0.04% | – |
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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% |