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 2019 | $3,767,000 | -38.6% | 150,000 | -45.5% | 0.10% | -60.8% |
| Q4 2018 | $6,138,000 | -50.3% | 275,000 | -40.8% | 0.26% | -13.9% |
| Q2 2018 | $12,355,000 | +1.1% | 464,839 | -8.7% | 0.30% | -23.5% |
| Q1 2018 | $12,223,000 | +501.5% | 509,300 | +579.1% | 0.39% | +339.8% |
| Q1 2016 | $2,032,000 | -87.2% | 75,000 | -75.0% | 0.09% | -77.4% |
| Q3 2014 | $15,924,000 | – | 300,000 | – | 0.39% | – |
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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% |