JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 297 filers reported holding JPMORGAN CHASE & CO in Q2 2014. The put-call ratio across all filers is 16.17 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $305,000 | -14.1% | 23,090 | -41.2% | 0.05% | -24.2% |
Q1 2020 | $355,000 | -59.1% | 39,301 | -1.1% | 0.07% | -52.5% |
Q4 2019 | $867,000 | -6.3% | 39,751 | 0.0% | 0.14% | -26.8% |
Q3 2019 | $925,000 | -7.3% | 39,751 | 0.0% | 0.19% | -15.6% |
Q2 2019 | $998,000 | -13.7% | 39,751 | -17.5% | 0.22% | -22.7% |
Q1 2019 | $1,157,000 | +33.1% | 48,192 | +23.8% | 0.29% | +9.8% |
Q4 2018 | $869,000 | -39.7% | 38,927 | -25.8% | 0.26% | -35.8% |
Q3 2018 | $1,440,000 | +3.3% | 52,427 | 0.0% | 0.41% | -0.5% |
Q2 2018 | $1,394,000 | +20.5% | 52,427 | +8.8% | 0.42% | +43.6% |
Q1 2018 | $1,157,000 | -6.8% | 48,192 | +6.6% | 0.29% | -6.5% |
Q4 2017 | $1,241,000 | +29.9% | 45,192 | +33.5% | 0.31% | +25.6% |
Q3 2017 | $955,000 | +11.4% | 33,842 | +27.6% | 0.25% | -14.3% |
Q1 2017 | $857,000 | +9.5% | 26,527 | +7.1% | 0.29% | +7.1% |
Q4 2016 | $783,000 | +49.4% | 24,777 | +50.3% | 0.27% | +56.7% |
Q2 2016 | $524,000 | +17.5% | 16,482 | 0.0% | 0.17% | +17.1% |
Q1 2016 | $446,000 | -32.9% | 16,482 | -28.3% | 0.15% | -33.6% |
Q4 2015 | $665,000 | -9.3% | 22,972 | -4.8% | 0.22% | -10.9% |
Q3 2015 | $733,000 | -36.9% | 24,122 | -17.8% | 0.25% | -33.1% |
Q2 2015 | $1,162,000 | +0.4% | 29,342 | +8.5% | 0.37% | +7.6% |
Q1 2015 | $1,157,000 | -8.2% | 27,042 | -1.4% | 0.34% | -4.2% |
Q4 2014 | $1,260,000 | +1.0% | 27,417 | +16.6% | 0.36% | -2.5% |
Q3 2014 | $1,248,000 | +13.5% | 23,512 | +11.9% | 0.37% | +11.6% |
Q2 2014 | $1,100,000 | +27.2% | 21,003 | +13.0% | 0.33% | +34.8% |
Q1 2014 | $865,000 | -13.7% | 18,582 | -14.0% | 0.24% | -13.8% |
Q4 2013 | $1,002,000 | -4.2% | 21,618 | -7.8% | 0.28% | -19.1% |
Q3 2013 | $1,046,000 | +12.7% | 23,444 | +17.8% | 0.35% | -0.6% |
Q2 2013 | $928,000 | – | 19,894 | – | 0.35% | – |
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% |