Evercore Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 283 filers reported holding JPMORGAN CHASE & CO in Q3 2015. The put-call ratio across all filers is 9.20 and the average weighting 0.7%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2017$15,000
-76.6%
500
-75.0%
0.00%
-66.7%
Q2 2016$64,000
-60.0%
2,000
-66.1%
0.00%
-57.1%
Q1 2016$160,000
-14.0%
5,895
-8.0%
0.01%
-22.2%
Q4 2015$186,000
+204.9%
6,405
+220.2%
0.01%
+200.0%
Q3 2015$61,000
-84.1%
2,000
-79.4%
0.00%
-82.4%
Q2 2015$384,000
+62.0%
9,701
+74.7%
0.02%
+54.5%
Q1 2015$237,000
-86.7%
5,554
-83.4%
0.01%
-87.6%
Q3 2014$1,781,000
+44.4%
33,535
+42.4%
0.09%
+39.1%
Q2 2014$1,233,000
+4.3%
23,546
-7.4%
0.06%
-3.0%
Q1 2014$1,182,000
+15.1%
25,420
+14.8%
0.07%
+17.9%
Q4 2013$1,027,000
+696.1%
22,150
+664.8%
0.06%
+700.0%
Q3 2013$129,000
-5.8%
2,896
-1.7%
0.01%
-12.5%
Q2 2013$137,0002,9460.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2015
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 1,969,090$55,568,00013.81%
OXFORD FINANCIAL GROUP, LTD. LLC 620,535$17,511,00012.00%
BRIGHTON JONES LLC 3,020,995$85,252,00010.96%
CIBC BANK USA 2,485,527$70,142,0009.18%
SAGE FINANCIAL GROUP INC 1,408,133$39,738,0008.71%
FIDUCIARY COUNSELLING INC 86,004$2,427,0008.68%
BRR OpCo, LLC 918,103$25,908,0007.90%
Round Table Services, LLC 761,223$21,482,0007.67%
MARINER INVESTMENT GROUP LLC 390,000$11,006,0006.85%
Klingman & Associates, LLC 971,609$27,419,0006.75%
View complete list of JPMORGAN CHASE & CO shareholders