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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $13,015,000 | -0.1% | 461,187 | +5.1% | 0.08% | -6.0% |
| Q2 2017 | $13,030,000 | -2.4% | 438,720 | +6.1% | 0.08% | -6.7% |
| Q1 2017 | $13,352,000 | -13.1% | 413,361 | -15.0% | 0.09% | -21.2% |
| Q4 2016 | $15,364,000 | -10.9% | 486,059 | -11.2% | 0.11% | -17.5% |
| Q3 2016 | $17,249,000 | -2.5% | 547,586 | -1.6% | 0.14% | -8.1% |
| Q2 2016 | $17,694,000 | +12.9% | 556,247 | -3.8% | 0.15% | +6.4% |
| Q1 2016 | $15,668,000 | -19.0% | 578,359 | -13.4% | 0.14% | -23.5% |
| Q4 2015 | $19,355,000 | -16.5% | 668,093 | -12.4% | 0.18% | -25.0% |
| Q3 2015 | $23,180,000 | -12.1% | 762,756 | +14.5% | 0.24% | -6.9% |
| Q2 2015 | $26,385,000 | -5.6% | 666,288 | +2.0% | 0.26% | -9.7% |
| Q1 2015 | $27,955,000 | -4.0% | 653,152 | +3.1% | 0.29% | -11.0% |
| Q4 2014 | $29,105,000 | -12.7% | 633,395 | +0.9% | 0.33% | -19.5% |
| Q3 2014 | $33,330,000 | -0.9% | 627,916 | -2.2% | 0.40% | -1.0% |
| Q2 2014 | $33,623,000 | +12.5% | 641,913 | -0.1% | 0.41% | -1.0% |
| Q1 2014 | $29,898,000 | +0.8% | 642,416 | +0.4% | 0.41% | -4.2% |
| Q4 2013 | $29,656,000 | -2.0% | 639,829 | -5.7% | 0.43% | -12.2% |
| Q3 2013 | $30,250,000 | +0.2% | 678,253 | +4.8% | 0.49% | -7.9% |
| Q2 2013 | $30,191,000 | – | 647,324 | – | 0.53% | – |
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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% |