JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q2 2018. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $6,596,000 | +433.7% | 295,500 | +556.7% | 0.05% | +585.7% |
| Q3 2018 | $1,236,000 | +128.9% | 45,000 | +121.7% | 0.01% | +250.0% |
| Q2 2018 | $540,000 | -15.6% | 20,300 | -23.9% | 0.00% | -33.3% |
| Q1 2018 | $640,000 | -5.7% | 26,668 | +8.0% | 0.00% | 0.0% |
| Q4 2017 | $679,000 | -27.1% | 24,700 | -25.2% | 0.00% | -25.0% |
| Q3 2017 | $932,000 | +20.4% | 33,000 | +26.7% | 0.00% | 0.0% |
| Q2 2017 | $774,000 | +144.9% | 26,041 | +165.7% | 0.00% | +100.0% |
| Q1 2017 | $316,000 | -96.7% | 9,800 | -96.8% | 0.00% | -97.1% |
| Q4 2016 | $9,661,000 | -24.7% | 305,600 | -24.9% | 0.07% | -19.0% |
| Q3 2016 | $12,822,000 | +90.0% | 407,100 | +91.8% | 0.08% | +90.9% |
| Q2 2016 | $6,750,000 | -20.6% | 212,208 | -32.4% | 0.04% | -41.3% |
| Q1 2016 | $8,501,000 | +250.7% | 313,726 | +275.1% | 0.08% | +226.1% |
| Q4 2015 | $2,424,000 | +684.5% | 83,644 | +720.7% | 0.02% | +666.7% |
| Q3 2015 | $309,000 | -69.9% | 10,192 | -60.6% | 0.00% | -70.0% |
| Q2 2015 | $1,026,000 | +1232.5% | 25,900 | +1338.9% | 0.01% | +900.0% |
| Q1 2015 | $77,000 | +126.5% | 1,800 | +145.9% | 0.00% | – |
| Q4 2014 | $34,000 | +61.9% | 732 | +85.3% | 0.00% | – |
| Q3 2014 | $21,000 | – | 395 | – | 0.00% | – |
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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% |