JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 271 filers reported holding JPMORGAN CHASE & CO in Q4 2013. The put-call ratio across all filers is 43.69 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,419 | +8.4% | 10,219 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $232,902 | +3.6% | 10,166 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $224,732 | -4.6% | 10,128 | -6.5% | 0.00% | 0.0% |
| Q4 2022 | $235,653 | +12.2% | 10,835 | +3.5% | 0.00% | -33.3% |
| Q3 2022 | $210,000 | +438.5% | 10,472 | +255.5% | 0.00% | +200.0% |
| Q2 2020 | $39,000 | -85.2% | 2,946 | -69.5% | 0.00% | -90.9% |
| Q4 2017 | $264,000 | -29.0% | 9,664 | -26.8% | 0.01% | -35.3% |
| Q3 2017 | $372,000 | -22.2% | 13,207 | -18.3% | 0.02% | -26.1% |
| Q2 2017 | $478,000 | +1.7% | 16,174 | +11.0% | 0.02% | +4.5% |
| Q1 2017 | $470,000 | -5.6% | 14,568 | -7.5% | 0.02% | -15.4% |
| Q4 2016 | $498,000 | -20.8% | 15,741 | -21.2% | 0.03% | +8.3% |
| Q3 2016 | $629,000 | -26.7% | 19,966 | -26.1% | 0.02% | -52.0% |
| Q2 2016 | $858,000 | +16.1% | 27,001 | -0.8% | 0.05% | +8.7% |
| Q1 2016 | $739,000 | -33.5% | 27,211 | -29.0% | 0.05% | -35.2% |
| Q4 2015 | $1,112,000 | -77.4% | 38,318 | -76.4% | 0.07% | -78.9% |
| Q3 2015 | $4,922,000 | -36.2% | 162,560 | -9.8% | 0.34% | -32.1% |
| Q2 2015 | $7,718,000 | 0.0% | 180,179 | 0.0% | 0.50% | 0.0% |
| Q1 2015 | $7,718,000 | -18.3% | 180,179 | -12.3% | 0.50% | -25.9% |
| Q4 2014 | $9,445,000 | -12.9% | 205,392 | +0.7% | 0.67% | -9.5% |
| Q3 2014 | $10,843,000 | -12.9% | 203,978 | -14.4% | 0.74% | -9.7% |
| Q2 2014 | $12,447,000 | +8.5% | 238,267 | -3.2% | 0.82% | -0.7% |
| Q1 2014 | $11,473,000 | -5.4% | 246,133 | -5.9% | 0.82% | -11.1% |
| Q4 2013 | $12,126,000 | -11.3% | 261,478 | -14.6% | 0.93% | -21.7% |
| Q3 2013 | $13,676,000 | -5.9% | 306,264 | -1.7% | 1.18% | -18.1% |
| Q2 2013 | $14,534,000 | -23.9% | 311,584 | -25.9% | 1.44% | -25.3% |
| Q1 2013 | $19,099,000 | – | 420,328 | – | 1.93% | – |
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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% |