JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 280 filers reported holding JPMORGAN CHASE & CO in Q1 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $448,000 | -29.7% | 15,080 | -23.5% | 0.52% | +79.7% |
| Q1 2017 | $637,000 | +2.2% | 19,710 | 0.0% | 0.29% | +2.5% |
| Q4 2016 | $623,000 | +9.1% | 19,710 | +8.7% | 0.28% | +10.5% |
| Q3 2016 | $571,000 | -1.0% | 18,127 | 0.0% | 0.26% | -9.8% |
| Q2 2016 | $577,000 | +4.9% | 18,127 | -10.7% | 0.28% | +13.1% |
| Q1 2016 | $550,000 | -13.4% | 20,295 | -7.3% | 0.25% | -21.7% |
| Q4 2015 | $635,000 | +47.0% | 21,902 | +54.0% | 0.32% | +37.6% |
| Q3 2015 | $432,000 | -61.6% | 14,222 | -50.0% | 0.23% | -38.3% |
| Q2 2015 | $1,126,000 | – | 28,444 | – | 0.38% | – |
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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% |