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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $193,000 | -82.7% | 13,906 | -72.8% | 0.00% | -100.0% |
| Q4 2019 | $1,117,000 | +102.0% | 51,206 | +106.6% | 0.00% | 0.0% |
| Q4 2018 | $553,000 | -96.4% | 24,791 | -95.6% | 0.00% | -94.4% |
| Q4 2017 | $15,553,000 | -32.4% | 566,157 | -30.6% | 0.02% | -37.9% |
| Q3 2017 | $23,013,000 | -5.9% | 815,490 | -0.9% | 0.03% | -6.5% |
| Q2 2017 | $24,448,000 | -9.1% | 823,160 | -1.1% | 0.03% | -11.4% |
| Q1 2017 | $26,886,000 | +12.6% | 832,392 | +10.2% | 0.04% | +9.4% |
| Q4 2016 | $23,879,000 | -0.2% | 755,415 | -0.6% | 0.03% | 0.0% |
| Q3 2016 | $23,934,000 | -1.2% | 759,825 | -0.2% | 0.03% | -3.0% |
| Q2 2016 | $24,219,000 | +0.3% | 761,354 | -14.6% | 0.03% | 0.0% |
| Q1 2016 | $24,155,000 | -19.6% | 891,664 | -14.0% | 0.03% | -15.4% |
| Q4 2015 | $30,034,000 | +174.9% | 1,036,734 | +188.4% | 0.04% | +178.6% |
| Q3 2015 | $10,926,000 | -17.8% | 359,514 | +7.1% | 0.01% | -6.7% |
| Q2 2015 | $13,294,000 | -8.0% | 335,714 | -0.6% | 0.02% | 0.0% |
| Q1 2015 | $14,450,000 | +32.9% | 337,613 | +42.7% | 0.02% | +36.4% |
| Q4 2014 | $10,871,000 | -21.3% | 236,591 | -9.1% | 0.01% | -21.4% |
| Q3 2014 | $13,813,000 | -1.6% | 260,231 | -2.9% | 0.01% | 0.0% |
| Q2 2014 | $14,040,000 | +24.0% | 268,047 | +10.2% | 0.01% | +16.7% |
| Q1 2014 | $11,321,000 | +20.1% | 243,247 | +19.6% | 0.01% | +20.0% |
| Q4 2013 | $9,425,000 | -59.9% | 203,347 | -64.4% | 0.01% | -28.6% |
| Q3 2013 | $23,481,000 | -16.5% | 571,077 | -5.2% | 0.01% | -57.6% |
| Q2 2013 | $28,107,000 | – | 602,637 | – | 0.03% | – |
Download | ||||||
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% |