JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q2 2018. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $22,000 | -97.3% | 2,415 | -93.5% | 0.00% | -96.9% |
Q4 2019 | $814,000 | -3.1% | 37,303 | +3.3% | 0.10% | -5.8% |
Q3 2019 | $840,000 | -22.0% | 36,103 | -15.8% | 0.10% | -30.9% |
Q2 2019 | $1,077,000 | -10.3% | 42,894 | -8.9% | 0.15% | -12.9% |
Q1 2019 | $1,201,000 | +21.8% | 47,095 | +6.6% | 0.17% | +12.5% |
Q4 2018 | $986,000 | -23.9% | 44,185 | -6.4% | 0.15% | 0.0% |
Q3 2018 | $1,296,000 | +3.8% | 47,212 | +0.6% | 0.15% | +7.0% |
Q2 2018 | $1,248,000 | +15.9% | 46,945 | +4.6% | 0.14% | +15.4% |
Q1 2018 | $1,077,000 | +16.2% | 44,887 | +33.0% | 0.12% | +18.3% |
Q4 2017 | $927,000 | -23.5% | 33,741 | -21.4% | 0.10% | -22.4% |
Q3 2017 | $1,211,000 | -16.1% | 42,927 | -11.7% | 0.13% | -18.8% |
Q2 2017 | $1,444,000 | -3.7% | 48,629 | +4.8% | 0.16% | +0.6% |
Q1 2017 | $1,499,000 | +199.2% | 46,418 | +192.8% | 0.16% | +182.8% |
Q4 2016 | $501,000 | +16.0% | 15,854 | +15.7% | 0.06% | +18.4% |
Q3 2016 | $432,000 | +1.6% | 13,704 | +2.6% | 0.05% | 0.0% |
Q2 2016 | $425,000 | +3169.2% | 13,362 | +4399.0% | 0.05% | +2350.0% |
Q1 2015 | $13,000 | – | 297 | – | 0.00% | – |
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% |