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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $5,000 | +66.7% | 164 | +74.5% | 0.00% | – |
| Q4 2016 | $3,000 | -99.6% | 94 | -99.4% | 0.00% | -100.0% |
| Q4 2015 | $770,000 | +21.3% | 16,748 | – | 0.05% | -35.9% |
| Q1 2015 | $635,000 | -17.5% | 0 | -100.0% | 0.08% | -17.0% |
| Q4 2014 | $770,000 | -43.4% | 16,748 | -34.7% | 0.09% | -46.3% |
| Q3 2014 | $1,361,000 | -5.6% | 25,649 | -6.7% | 0.18% | -6.4% |
| Q2 2014 | $1,441,000 | +2.2% | 27,505 | -9.2% | 0.19% | -6.0% |
| Q1 2014 | $1,410,000 | -1.9% | 30,290 | -2.4% | 0.20% | -8.3% |
| Q4 2013 | $1,438,000 | -11.7% | 31,031 | -15.0% | 0.22% | -22.2% |
| Q3 2013 | $1,628,000 | -5.2% | 36,500 | -0.9% | 0.28% | -5.1% |
| Q2 2013 | $1,717,000 | – | 36,821 | – | 0.29% | – |
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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% |