WHALEROCK POINT PARTNERS, LLC - JPMORGAN CHASE & CO ownership

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
WHALEROCK POINT PARTNERS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2018$339,000
+3.4%
12,3380.0%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$852,00018,3880.44%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2015
NameSharesValueWeighting ↓
Fund Evaluation Group, LLC 2,001,992$60,841,00012.86%
SAGE FINANCIAL GROUP INC 1,088,940$33,093,00011.78%
Round Table Services, LLC 415,433$12,625,0009.28%
VECTOR WEALTH MANAGEMENT, LLC 342,951$10,296,0008.10%
Stelac Advisory Services LLC 875,141$26,295,0007.27%
Smith & Howard Wealth Management, LLC 427,277$12,985,0006.25%
Klingman & Associates, LLC 490,546$14,907,0005.85%
DOW CHEMICAL CO /DE/ 1,969,090$59,841,0005.05%
MCF Advisors LLC 611,809$18,593,0004.76%
Mosaic Financial Partners, Inc. 237,869$7,229,0004.61%
View complete list of JPMORGAN CHASE & CO shareholders