JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 305 filers reported holding JPMORGAN CHASE & CO in Q3 2014. The put-call ratio across all filers is 0.41 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $4,894,000 | -3.6% | 154,823 | -4.0% | 0.16% | -8.6% |
| Q3 2016 | $5,078,000 | +0.7% | 161,222 | +1.6% | 0.17% | -3.9% |
| Q2 2016 | $5,045,000 | +85.8% | 158,612 | +58.3% | 0.18% | +58.8% |
| Q1 2016 | $2,715,000 | -9.1% | 100,217 | -2.8% | 0.11% | -16.2% |
| Q4 2015 | $2,987,000 | +86.1% | 103,111 | +95.2% | 0.14% | +7.9% |
| Q3 2015 | $1,605,000 | +86.2% | 52,813 | +142.7% | 0.13% | +106.6% |
| Q2 2015 | $862,000 | -4.9% | 21,762 | +2.8% | 0.06% | -3.2% |
| Q1 2015 | $906,000 | -2.7% | 21,169 | +4.5% | 0.06% | -37.6% |
| Q4 2014 | $931,000 | -22.5% | 20,264 | -10.4% | 0.10% | -30.3% |
| Q3 2014 | $1,201,000 | +5.2% | 22,619 | +3.8% | 0.14% | -5.2% |
| Q2 2014 | $1,142,000 | -28.3% | 21,794 | -36.3% | 0.15% | +31.9% |
| Q1 2014 | $1,592,000 | +95.6% | 34,204 | +94.8% | 0.12% | -6.5% |
| Q4 2013 | $814,000 | -6.7% | 17,558 | -10.2% | 0.12% | -18.4% |
| Q3 2013 | $872,000 | -55.4% | 19,554 | -53.4% | 0.15% | -61.3% |
| Q2 2013 | $1,956,000 | – | 41,943 | – | 0.39% | – |
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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% |