JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 280 filers reported holding JPMORGAN CHASE & CO in Q1 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $249,000 | +18.0% | 10,692 | +27.2% | 0.01% | +9.1% |
| Q2 2019 | $211,000 | -63.8% | 8,408 | -63.3% | 0.01% | -59.3% |
| Q1 2019 | $583,000 | -81.8% | 22,906 | -84.0% | 0.03% | -83.5% |
| Q4 2018 | $3,202,000 | -16.9% | 143,411 | +11.4% | 0.16% | -52.6% |
| Q3 2017 | $3,855,000 | +43.6% | 128,759 | +42.4% | 0.35% | +77.4% |
| Q2 2017 | $2,685,000 | -30.5% | 90,421 | -24.4% | 0.20% | -39.8% |
| Q1 2017 | $3,861,000 | -59.5% | 119,542 | -60.4% | 0.32% | -65.9% |
| Q4 2016 | $9,538,000 | +399.6% | 301,752 | +394.0% | 0.95% | +139.3% |
| Q3 2016 | $1,909,000 | -47.0% | 61,080 | -50.8% | 0.40% | -71.4% |
| Q4 2015 | $3,599,000 | +1124.1% | 124,240 | +1184.9% | 1.39% | +511.0% |
| Q3 2015 | $294,000 | -80.8% | 9,669 | -71.0% | 0.23% | -90.6% |
| Q4 2014 | $1,529,000 | -13.1% | 33,293 | 0.0% | 2.40% | -33.2% |
| Q3 2014 | $1,759,000 | – | 33,293 | – | 3.60% | – |
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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% |