JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 305 filers reported holding JPMORGAN CHASE & CO in Q3 2014. The put-call ratio across all filers is 0.41 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,910,000 | -2.6% | 105,931 | 0.0% | 0.79% | -9.0% |
| Q3 2017 | $2,989,000 | -5.0% | 105,931 | 0.0% | 0.87% | -6.6% |
| Q2 2017 | $3,146,000 | -8.1% | 105,931 | 0.0% | 0.93% | -9.3% |
| Q1 2017 | $3,422,000 | +2.2% | 105,931 | 0.0% | 1.02% | -1.4% |
| Q4 2016 | $3,348,000 | +17.8% | 105,931 | +17.4% | 1.04% | +15.3% |
| Q3 2016 | $2,842,000 | -18.9% | 90,231 | -18.1% | 0.90% | -20.8% |
| Q2 2016 | $3,506,000 | +17.4% | 110,231 | 0.0% | 1.14% | +11.4% |
| Q1 2016 | $2,986,000 | +44.9% | 110,231 | +55.0% | 1.02% | +33.5% |
| Q4 2015 | $2,061,000 | +6.7% | 71,131 | +12.0% | 0.76% | -1.3% |
| Q3 2015 | $1,931,000 | -23.3% | 63,531 | 0.0% | 0.77% | -17.3% |
| Q2 2015 | $2,516,000 | -7.5% | 63,531 | 0.0% | 0.94% | -7.7% |
| Q1 2015 | $2,719,000 | +10.3% | 63,531 | +18.4% | 1.01% | +5.3% |
| Q4 2014 | $2,465,000 | -13.4% | 53,649 | 0.0% | 0.96% | -20.7% |
| Q3 2014 | $2,848,000 | +1.4% | 53,649 | 0.0% | 1.22% | -7.9% |
| Q2 2014 | $2,810,000 | +159.9% | 53,649 | +130.9% | 1.32% | +140.3% |
| Q1 2014 | $1,081,000 | – | 23,230 | – | 0.55% | – |
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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% |