JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 271 filers reported holding JPMORGAN CHASE & CO in Q4 2013. The put-call ratio across all filers is 43.69 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $894,000 | +43.3% | 41,013 | +52.9% | 0.00% | – |
| Q3 2019 | $624,000 | +13.2% | 26,826 | +22.2% | 0.00% | – |
| Q2 2019 | $551,000 | -34.7% | 21,948 | -33.7% | 0.00% | – |
| Q1 2019 | $844,000 | +164.6% | 33,083 | +185.5% | 0.00% | – |
| Q4 2017 | $319,000 | +48.4% | 11,588 | +52.2% | 0.00% | – |
| Q3 2017 | $215,000 | -17.0% | 7,616 | -5.3% | 0.00% | – |
| Q1 2017 | $259,000 | +23.9% | 8,042 | +21.5% | 0.00% | – |
| Q4 2016 | $209,000 | -11.8% | 6,617 | -12.1% | 0.00% | – |
| Q3 2016 | $237,000 | -1.7% | 7,527 | -0.7% | 0.00% | – |
| Q2 2016 | $241,000 | -99.1% | 7,577 | -99.2% | 0.00% | -100.0% |
| Q1 2016 | $25,375,000 | +5814.9% | 936,700 | +6224.4% | 0.01% | – |
| Q4 2015 | $429,000 | -30.6% | 14,811 | -27.2% | 0.00% | – |
| Q3 2015 | $618,000 | -36.2% | 20,352 | -16.7% | 0.00% | – |
| Q2 2015 | $968,000 | -13.6% | 24,425 | -6.7% | 0.00% | – |
| Q1 2015 | $1,121,000 | -27.5% | 26,191 | -22.2% | 0.00% | – |
| Q4 2014 | $1,546,000 | +43.3% | 33,648 | +65.5% | 0.00% | – |
| Q3 2014 | $1,079,000 | -58.8% | 20,326 | -59.3% | 0.00% | – |
| Q2 2014 | $2,620,000 | +181.1% | 50,000 | +149.7% | 0.00% | – |
| Q1 2014 | $932,000 | +20.1% | 20,024 | +19.6% | 0.00% | – |
| Q4 2013 | $776,000 | -65.9% | 16,749 | -67.2% | 0.00% | – |
| Q3 2013 | $2,274,000 | +135.4% | 51,004 | +146.3% | 0.00% | – |
| Q2 2013 | $966,000 | – | 20,708 | – | 0.00% | – |
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% |