JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 246 filers reported holding JPMORGAN CHASE & CO in Q2 2013. The put-call ratio across all filers is 0.48 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $435,000 | -1.6% | 17,335 | 0.0% | 0.34% | -14.5% |
| Q1 2019 | $442,000 | +14.2% | 17,335 | 0.0% | 0.39% | +1.3% |
| Q4 2018 | $387,000 | -63.0% | 17,335 | -54.5% | 0.39% | -57.9% |
| Q3 2018 | $1,045,000 | +4.9% | 38,063 | +1.6% | 0.92% | -7.8% |
| Q2 2018 | $996,000 | +15.5% | 37,475 | +4.4% | 1.00% | +10.9% |
| Q1 2018 | $862,000 | -19.6% | 35,900 | -8.0% | 0.90% | -13.6% |
| Q4 2017 | $1,072,000 | -7.3% | 39,030 | -4.7% | 1.04% | -12.2% |
| Q3 2017 | $1,156,000 | -60.6% | 40,975 | -58.5% | 1.18% | -60.7% |
| Q2 2017 | $2,934,000 | -6.4% | 98,795 | +1.8% | 3.01% | -13.3% |
| Q1 2017 | $3,136,000 | +240.5% | 97,095 | +233.1% | 3.47% | +217.2% |
| Q4 2016 | $921,000 | +22.5% | 29,145 | +22.1% | 1.09% | +31.0% |
| Q3 2016 | $752,000 | -0.9% | 23,865 | 0.0% | 0.84% | -3.0% |
| Q2 2016 | $759,000 | +19.2% | 23,865 | +1.4% | 0.86% | +15.3% |
| Q1 2016 | $637,000 | -6.6% | 23,530 | 0.0% | 0.75% | -1.2% |
| Q4 2015 | $682,000 | +28.7% | 23,530 | +35.0% | 0.76% | +10.5% |
| Q3 2015 | $530,000 | -23.2% | 17,430 | 0.0% | 0.68% | -16.4% |
| Q2 2015 | $690,000 | -7.5% | 17,430 | 0.0% | 0.82% | +2.6% |
| Q1 2015 | $746,000 | -6.9% | 17,430 | 0.0% | 0.80% | -11.8% |
| Q4 2014 | $801,000 | -4.2% | 17,430 | +10.6% | 0.90% | -11.0% |
| Q3 2014 | $836,000 | +1.3% | 15,755 | 0.0% | 1.02% | +1.9% |
| Q2 2014 | $825,000 | +11.2% | 15,755 | -1.2% | 1.00% | +6.4% |
| Q1 2014 | $742,000 | +9.4% | 15,945 | +9.0% | 0.94% | +2.5% |
| Q4 2013 | $678,000 | +14.5% | 14,630 | +10.2% | 0.91% | +12.7% |
| Q3 2013 | $592,000 | -4.4% | 13,280 | 0.0% | 0.81% | -21.0% |
| Q2 2013 | $619,000 | – | 13,280 | – | 1.03% | – |
Download | ||||||
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% |