JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 331 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.15 and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |