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 2021 | $4,914,000 | +17.2% | 250,064 | -1.0% | 0.62% | +12.2% |
Q1 2021 | $4,192,000 | +18.1% | 252,660 | -1.1% | 0.56% | +3.1% |
Q4 2020 | $3,550,000 | +27.7% | 255,554 | -1.0% | 0.54% | +20.5% |
Q3 2020 | $2,781,000 | -17.1% | 258,014 | +1.5% | 0.45% | -19.9% |
Q2 2020 | $3,355,000 | +41.3% | 254,173 | -3.3% | 0.56% | +21.5% |
Q1 2020 | $2,374,000 | -72.0% | 262,956 | -32.5% | 0.46% | -67.5% |
Q4 2019 | $8,491,000 | -46.1% | 389,313 | -42.5% | 1.42% | -50.0% |
Q3 2019 | $15,747,000 | -12.2% | 676,694 | -5.2% | 2.83% | -16.7% |
Q2 2019 | $17,933,000 | +0.3% | 714,172 | +1.9% | 3.40% | -0.4% |
Q1 2019 | $17,880,000 | +63.2% | 700,912 | +42.8% | 3.41% | +45.9% |
Q4 2018 | $10,957,000 | -34.0% | 490,916 | -18.8% | 2.34% | -26.0% |
Q3 2018 | $16,606,000 | +19.9% | 604,719 | +16.1% | 3.16% | +13.2% |
Q2 2018 | $13,846,000 | +10.7% | 520,911 | -0.0% | 2.79% | +12.2% |
Q1 2018 | $12,504,000 | -10.9% | 520,987 | +2.0% | 2.49% | -5.9% |
Q4 2017 | $14,036,000 | -0.3% | 510,969 | +2.5% | 2.64% | -0.8% |
Q3 2017 | $14,073,000 | -3.8% | 498,701 | +1.3% | 2.66% | -7.0% |
Q2 2017 | $14,628,000 | -7.3% | 492,519 | +0.8% | 2.86% | -8.1% |
Q1 2017 | $15,782,000 | +5.9% | 488,617 | +3.6% | 3.12% | -0.7% |
Q4 2016 | $14,905,000 | +12.9% | 471,534 | +12.5% | 3.14% | +10.0% |
Q3 2016 | $13,197,000 | -1.2% | 418,962 | -0.2% | 2.85% | -3.7% |
Q2 2016 | $13,359,000 | -10.0% | 419,971 | -23.3% | 2.96% | -11.3% |
Q1 2016 | $14,836,000 | +96.6% | 547,666 | +110.3% | 3.34% | +94.5% |
Q4 2015 | $7,546,000 | – | 260,475 | – | 1.72% | – |
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% |