JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 335 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $73,013,000 | -64.3% | 3,271,200 | -56.1% | 1.53% | -51.0% |
| Q3 2018 | $204,577,000 | +3.3% | 7,450,000 | 0.0% | 3.13% | +16.8% |
| Q2 2018 | $198,021,000 | +10.8% | 7,450,000 | 0.0% | 2.68% | +162.7% |
| Q1 2018 | $178,800,000 | -44.4% | 7,450,000 | -36.3% | 1.02% | -23.3% |
| Q4 2017 | $321,399,000 | -2.7% | 11,700,000 | 0.0% | 1.33% | +6.6% |
| Q3 2017 | $330,174,000 | +44.4% | 11,700,000 | +51.9% | 1.25% | +39.8% |
| Q2 2017 | $228,690,000 | +99.1% | 7,700,000 | +208.0% | 0.89% | -9.5% |
| Q4 2014 | $114,875,000 | -13.4% | 2,500,000 | 0.0% | 0.98% | -1.6% |
| Q3 2014 | $132,700,000 | – | 2,500,000 | – | 1.00% | – |
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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% |