JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 296 filers reported holding JPMORGAN CHASE & CO in Q3 2016. The put-call ratio across all filers is 0.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $282,320 | +3.8% | 12,323 | +0.5% | 0.04% | -2.3% |
| Q1 2023 | $272,060 | +346.0% | 12,260 | +165.8% | 0.04% | +214.3% |
| Q2 2020 | $61,000 | +48.8% | 4,612 | +1.3% | 0.01% | +27.3% |
| Q1 2020 | $41,000 | -67.2% | 4,552 | -20.8% | 0.01% | -59.3% |
| Q4 2019 | $125,000 | -51.9% | 5,746 | -48.6% | 0.03% | -55.7% |
| Q3 2019 | $260,000 | -24.6% | 11,172 | -18.7% | 0.06% | -4.7% |
| Q2 2019 | $345,000 | -1.4% | 13,748 | +0.3% | 0.06% | +6.7% |
| Q1 2019 | $350,000 | +14.8% | 13,707 | +0.3% | 0.06% | +3.4% |
| Q4 2018 | $305,000 | -24.3% | 13,662 | -6.9% | 0.06% | -12.1% |
| Q3 2018 | $403,000 | +86.6% | 14,678 | +79.8% | 0.07% | +69.2% |
| Q2 2018 | $216,000 | +0.5% | 8,162 | -8.8% | 0.04% | -7.1% |
| Q1 2018 | $215,000 | -13.3% | 8,946 | -1.0% | 0.04% | +2.4% |
| Q4 2017 | $248,000 | -9.8% | 9,039 | -7.4% | 0.04% | -16.3% |
| Q3 2017 | $275,000 | -18.6% | 9,762 | -14.2% | 0.05% | -19.7% |
| Q2 2017 | $338,000 | +9.4% | 11,377 | +19.1% | 0.06% | +10.9% |
| Q1 2017 | $309,000 | -2.5% | 9,553 | -4.8% | 0.06% | -25.7% |
| Q4 2016 | $317,000 | -17.9% | 10,032 | -18.2% | 0.07% | -28.8% |
| Q3 2016 | $386,000 | -6.1% | 12,258 | -5.2% | 0.10% | -10.3% |
| Q2 2016 | $411,000 | +17.4% | 12,935 | +0.2% | 0.12% | -7.2% |
| Q1 2016 | $350,000 | -16.5% | 12,912 | -10.8% | 0.12% | -25.6% |
| Q4 2015 | $419,000 | -37.1% | 14,468 | -34.0% | 0.17% | -40.2% |
| Q3 2015 | $666,000 | -56.3% | 21,925 | -43.1% | 0.28% | -48.7% |
| Q2 2015 | $1,525,000 | -45.0% | 38,514 | -40.5% | 0.55% | -49.0% |
| Q1 2015 | $2,772,000 | -3.3% | 64,764 | +3.8% | 1.07% | -14.2% |
| Q4 2014 | $2,867,000 | +30.9% | 62,389 | +49.1% | 1.25% | +18.4% |
| Q2 2014 | $2,191,000 | +8.8% | 41,837 | -3.3% | 1.06% | -12.1% |
| Q1 2014 | $2,013,000 | -13.8% | 43,243 | -14.1% | 1.20% | -11.9% |
| Q4 2013 | $2,334,000 | +1.6% | 50,349 | -2.5% | 1.36% | -8.0% |
| Q3 2013 | $2,297,000 | -0.6% | 51,656 | +4.3% | 1.48% | -12.7% |
| Q2 2013 | $2,311,000 | – | 49,519 | – | 1.70% | – |
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% |