JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 271 filers reported holding JPMORGAN CHASE & CO in Q4 2013. The put-call ratio across all filers is 43.69 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $24,000 | +4.3% | 856 | 0.0% | 0.19% | +6.8% |
Q2 2018 | $23,000 | -23.3% | 856 | -31.8% | 0.18% | -10.7% |
Q1 2018 | $30,000 | -14.3% | 1,256 | 0.0% | 0.20% | +885.0% |
Q4 2017 | $35,000 | 0.0% | 1,256 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $35,000 | -69.3% | 1,256 | -67.3% | 0.02% | -71.4% |
Q2 2017 | $114,000 | -7.3% | 3,845 | +1.1% | 0.07% | -13.6% |
Q1 2017 | $123,000 | +1.7% | 3,805 | -0.3% | 0.08% | +3.8% |
Q4 2016 | $121,000 | +0.8% | 3,815 | +0.5% | 0.08% | +2.6% |
Q3 2016 | $120,000 | +42.9% | 3,795 | +42.7% | 0.08% | +24.6% |
Q2 2016 | $84,000 | -32.3% | 2,660 | -15.0% | 0.06% | -20.8% |
Q2 2015 | $124,000 | -4.6% | 3,130 | +3.3% | 0.08% | -3.8% |
Q1 2015 | $130,000 | +18.2% | 3,030 | +26.2% | 0.08% | +12.7% |
Q4 2014 | $110,000 | -91.1% | 2,400 | -89.7% | 0.07% | -91.4% |
Q3 2014 | $1,235,000 | +19.0% | 23,275 | +17.4% | 0.83% | +21.8% |
Q2 2014 | $1,038,000 | +12.5% | 19,825 | 0.0% | 0.68% | +6.6% |
Q1 2014 | $923,000 | +6.3% | 19,825 | +5.9% | 0.64% | +9.6% |
Q4 2013 | $868,000 | +26.2% | 18,725 | +21.4% | 0.58% | +16.0% |
Q3 2013 | $688,000 | -4.3% | 15,425 | 0.0% | 0.50% | -12.6% |
Q2 2013 | $719,000 | – | 15,425 | – | 0.57% | – |
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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% |