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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $311,000 | -8.0% | 10,459 | 0.0% | 0.08% | -13.8% |
| Q1 2017 | $338,000 | +4.6% | 10,459 | +2.2% | 0.09% | -4.1% |
| Q4 2016 | $323,000 | -3.0% | 10,229 | -3.3% | 0.10% | +1.0% |
| Q3 2016 | $333,000 | -0.9% | 10,575 | 0.0% | 0.10% | +162.2% |
| Q2 2016 | $336,000 | +17.5% | 10,575 | 0.0% | 0.04% | -66.1% |
| Q1 2016 | $286,000 | -1.7% | 10,575 | +5.4% | 0.11% | -0.9% |
| Q4 2015 | $291,000 | -4.9% | 10,030 | -0.5% | 0.11% | -14.1% |
| Q3 2015 | $306,000 | – | 10,085 | – | 0.13% | – |
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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% |