JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 296 filers reported holding JPMORGAN CHASE & CO in Q2 2015. The put-call ratio across all filers is 29.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,307,000 | +38.3% | 47,615 | +42.2% | 0.75% | +29.0% |
| Q3 2017 | $945,000 | +126.6% | 33,490 | +155.7% | 0.58% | +126.5% |
| Q2 2016 | $417,000 | -53.3% | 13,099 | -60.2% | 0.26% | -54.9% |
| Q1 2016 | $892,000 | -68.2% | 32,921 | -66.0% | 0.57% | -68.3% |
| Q4 2015 | $2,804,000 | -61.2% | 96,775 | -59.3% | 1.80% | -61.0% |
| Q3 2015 | $7,229,000 | -25.7% | 237,869 | -3.2% | 4.61% | -31.1% |
| Q2 2015 | $9,733,000 | -4.0% | 245,771 | +3.7% | 6.69% | -3.5% |
| Q1 2015 | $10,141,000 | -2.9% | 236,950 | +4.3% | 6.93% | -2.1% |
| Q4 2014 | $10,442,000 | -12.2% | 227,251 | +1.4% | 7.09% | -15.5% |
| Q3 2014 | $11,899,000 | -0.1% | 224,163 | -1.4% | 8.38% | +2.9% |
| Q2 2014 | $11,905,000 | +13.4% | 227,279 | +0.8% | 8.14% | +8.5% |
| Q1 2014 | $10,496,000 | +4.1% | 225,535 | +3.7% | 7.50% | +2.1% |
| Q4 2013 | $10,080,000 | +6.0% | 217,486 | +2.0% | 7.35% | -0.6% |
| Q3 2013 | $9,508,000 | -6.9% | 213,202 | -2.6% | 7.39% | -7.4% |
| Q2 2013 | $10,210,000 | – | 218,928 | – | 7.98% | – |
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% |