JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 335 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $221,000 | -7.5% | 4,169 | -8.7% | 0.01% | -14.3% |
| Q2 2014 | $239,000 | +12.7% | 4,567 | +0.1% | 0.01% | +16.7% |
| Q1 2014 | $212,000 | -39.4% | 4,564 | -39.6% | 0.01% | -45.5% |
| Q4 2013 | $350,000 | +17.4% | 7,561 | +13.1% | 0.01% | +10.0% |
| Q3 2013 | $298,000 | -19.5% | 6,683 | -15.9% | 0.01% | -28.6% |
| Q2 2013 | $370,000 | – | 7,943 | – | 0.01% | – |
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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% |