JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 296 filers reported holding JPMORGAN CHASE & CO in Q2 2015. The put-call ratio across all filers is 29.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $339,000 | +3.4% | 12,338 | 0.0% | 0.25% | -6.1% |
| Q2 2018 | $328,000 | -3.0% | 12,338 | -12.5% | 0.26% | +142.6% |
| Q1 2018 | $338,000 | -16.3% | 14,093 | -4.1% | 0.11% | -15.6% |
| Q4 2017 | $404,000 | -36.4% | 14,703 | -34.6% | 0.13% | -42.9% |
| Q3 2017 | $635,000 | -12.0% | 22,494 | -7.4% | 0.22% | -15.5% |
| Q2 2017 | $722,000 | -21.6% | 24,294 | -14.8% | 0.26% | -23.0% |
| Q1 2017 | $921,000 | +0.5% | 28,519 | -1.6% | 0.34% | -4.4% |
| Q4 2016 | $916,000 | +0.2% | 28,969 | -0.2% | 0.36% | -4.8% |
| Q3 2016 | $914,000 | +30.2% | 29,034 | +11.9% | 0.38% | +24.8% |
| Q1 2016 | $702,000 | -8.0% | 25,939 | -1.6% | 0.30% | -8.7% |
| Q4 2015 | $763,000 | -18.7% | 26,359 | -14.7% | 0.33% | -18.0% |
| Q3 2015 | $939,000 | -21.8% | 30,915 | +1.9% | 0.40% | -18.3% |
| Q2 2015 | $1,201,000 | -7.5% | 30,337 | -0.0% | 0.50% | -6.2% |
| Q1 2015 | $1,298,000 | +26.1% | 30,347 | +35.4% | 0.53% | +21.6% |
| Q4 2014 | $1,029,000 | -40.2% | 22,405 | -31.0% | 0.44% | -44.0% |
| Q3 2014 | $1,722,000 | +37.1% | 32,452 | +35.3% | 0.78% | +30.2% |
| Q2 2014 | $1,256,000 | +44.7% | 23,990 | +28.5% | 0.60% | +35.1% |
| Q1 2014 | $868,000 | +1.9% | 18,670 | +1.5% | 0.44% | -0.7% |
| Q4 2013 | $852,000 | – | 18,388 | – | 0.44% | – |
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% |