JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 305 filers reported holding JPMORGAN CHASE & CO in Q3 2014. The put-call ratio across all filers is 0.41 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $59,000 | +5800.0% | 2,924 | +7210.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | -97.1% | 40 | -97.2% | 0.00% | – |
| Q1 2018 | $35,000 | +29.6% | 1,450 | +59.3% | 0.00% | – |
| Q2 2017 | $27,000 | -40.0% | 910 | -13.3% | 0.00% | – |
| Q1 2015 | $45,000 | -82.4% | 1,050 | -81.1% | 0.00% | -100.0% |
| Q4 2014 | $255,000 | -13.6% | 5,550 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $295,000 | +1.4% | 5,550 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $291,000 | +12.8% | 5,550 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $258,000 | +0.4% | 5,550 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $257,000 | -30.9% | 5,550 | -33.5% | 0.00% | -50.0% |
| Q3 2013 | $372,000 | +43.6% | 8,350 | +50.5% | 0.00% | +100.0% |
| Q2 2013 | $259,000 | – | 5,550 | 0.0% | 0.00% | – |
| Q1 2013 | $0 | – | 5,550 | – | 0.00% | – |
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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% |