JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 302 filers reported holding JPMORGAN CHASE & CO in Q2 2016. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |