JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 307 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
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 ↓ |
---|---|---|---|
DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |