JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 314 filers reported holding JPMORGAN CHASE & CO in Q4 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,000 | -75.0% | 1 | -99.2% | 0.00% | -100.0% |
| Q2 2019 | $4,000 | +33.3% | 131 | +12.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | -99.8% | 117 | -99.7% | 0.00% | -99.6% |
| Q3 2018 | $1,281,000 | -4.6% | 46,637 | -7.6% | 0.27% | -8.4% |
| Q2 2018 | $1,343,000 | +44666.7% | 50,492 | +69067.1% | 0.30% | – |
| Q3 2015 | $3,000 | -70.0% | 73 | -69.6% | 0.00% | -100.0% |
| Q2 2015 | $10,000 | -58.3% | 240 | -55.9% | 0.00% | -50.0% |
| Q1 2015 | $24,000 | -51.0% | 544 | -48.1% | 0.00% | -50.0% |
| Q4 2014 | $49,000 | -29.0% | 1,049 | -19.1% | 0.00% | -33.3% |
| Q3 2014 | $69,000 | -10.4% | 1,296 | -11.7% | 0.01% | -14.3% |
| Q2 2014 | $77,000 | +10.0% | 1,468 | -1.5% | 0.01% | 0.0% |
| Q1 2014 | $70,000 | +3400.0% | 1,490 | +5630.8% | 0.01% | – |
| Q4 2013 | $2,000 | 0.0% | 26 | +4.0% | 0.00% | – |
| Q3 2013 | $2,000 | 0.0% | 25 | -21.9% | 0.00% | – |
| Q2 2013 | $2,000 | – | 32 | – | 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% |