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 2016 | $46,000 | -87.0% | 1,461 | -86.9% | 0.02% | -89.4% |
| Q2 2016 | $355,000 | -5.1% | 11,153 | -19.2% | 0.15% | +14.4% |
| Q1 2016 | $374,000 | +78.9% | 13,802 | +91.1% | 0.13% | +103.1% |
| Q4 2015 | $209,000 | -59.0% | 7,224 | -57.0% | 0.06% | -14.5% |
| Q3 2015 | $510,000 | -30.9% | 16,795 | +20.8% | 0.08% | -35.6% |
| Q3 2014 | $738,000 | +25.1% | 13,901 | +23.5% | 0.12% | -23.9% |
| Q2 2014 | $590,000 | +9.3% | 11,260 | -3.0% | 0.16% | +18.3% |
| Q1 2014 | $540,000 | +2.1% | 11,607 | +1.7% | 0.13% | +17.0% |
| Q4 2013 | $529,000 | – | 11,410 | – | 0.11% | – |
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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% |