JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 335 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.84 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 ↓ |
|---|---|---|---|
| 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% |