JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 307 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $158,000 | -52.4% | 6,798 | -48.6% | 0.01% | -56.2% |
Q2 2019 | $332,000 | +10.7% | 13,220 | +12.5% | 0.02% | -5.9% |
Q1 2019 | $300,000 | +237.1% | 11,750 | +193.8% | 0.02% | +183.3% |
Q4 2018 | $89,000 | +134.2% | 4,000 | +185.7% | 0.01% | +200.0% |
Q3 2018 | $38,000 | -91.7% | 1,400 | -92.7% | 0.00% | -94.1% |
Q1 2018 | $459,000 | -12.1% | 19,092 | +0.5% | 0.03% | -19.0% |
Q4 2017 | $522,000 | -60.0% | 19,000 | -58.9% | 0.04% | -64.4% |
Q3 2017 | $1,305,000 | -8.4% | 46,240 | -3.5% | 0.12% | -12.6% |
Q2 2017 | $1,424,000 | -18.7% | 47,920 | -11.6% | 0.14% | -19.2% |
Q1 2017 | $1,751,000 | +14.4% | 54,200 | +12.0% | 0.17% | -9.7% |
Q4 2016 | $1,530,000 | +12.2% | 48,400 | +11.8% | 0.18% | +29.4% |
Q3 2016 | $1,364,000 | +974.0% | 43,300 | +982.5% | 0.14% | +694.4% |
Q2 2016 | $127,000 | +17.6% | 4,000 | 0.0% | 0.02% | +20.0% |
Q1 2016 | $108,000 | -85.9% | 4,000 | -76.0% | 0.02% | -86.6% |
Q4 2014 | $766,000 | +375.8% | 16,681 | +382.9% | 0.11% | +409.1% |
Q1 2014 | $161,000 | -69.4% | 3,454 | -70.7% | 0.02% | -74.1% |
Q3 2013 | $526,000 | – | 11,793 | – | 0.08% | – |
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% |