JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 314 filers reported holding JPMORGAN CHASE & CO in Q4 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $206,000 | +1.5% | 7,492 | +1.5% | 0.10% | -3.8% |
| Q4 2017 | $203,000 | -32.6% | 7,384 | -30.7% | 0.11% | -37.3% |
| Q3 2017 | $301,000 | -5.3% | 10,652 | -0.6% | 0.17% | -8.6% |
| Q2 2017 | $318,000 | -8.1% | 10,720 | +0.1% | 0.18% | -9.3% |
| Q1 2017 | $346,000 | +2.1% | 10,712 | +0.0% | 0.20% | -3.3% |
| Q4 2016 | $339,000 | +10.4% | 10,709 | +10.0% | 0.21% | +7.1% |
| Q3 2016 | $307,000 | -1.0% | 9,734 | +0.0% | 0.20% | -4.8% |
| Q2 2016 | $310,000 | – | 9,730 | – | 0.21% | – |
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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% |