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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $2,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | -94.1% | 85 | -94.4% | 0.00% | -90.0% |
| Q4 2018 | $34,000 | -19.0% | 1,516 | 0.0% | 0.04% | -16.7% |
| Q3 2018 | $42,000 | -4.5% | 1,516 | -9.1% | 0.05% | +4.3% |
| Q2 2018 | $44,000 | +10.0% | 1,667 | 0.0% | 0.05% | +12.2% |
| Q1 2018 | $40,000 | -70.4% | 1,667 | -66.1% | 0.04% | -74.7% |
| Q4 2017 | $135,000 | -39.5% | 4,923 | -37.8% | 0.16% | -32.5% |
| Q3 2017 | $223,000 | -23.6% | 7,914 | -19.4% | 0.24% | -23.1% |
| Q2 2017 | $292,000 | -86.5% | 9,816 | -85.6% | 0.31% | -78.7% |
| Q4 2016 | $2,156,000 | -13.2% | 68,205 | -13.5% | 1.47% | -3.1% |
| Q3 2016 | $2,484,000 | -41.7% | 78,866 | -41.1% | 1.51% | -43.9% |
| Q2 2016 | $4,262,000 | +16.6% | 133,986 | -0.7% | 2.70% | +18.5% |
| Q1 2016 | $3,654,000 | -6.2% | 134,879 | +0.3% | 2.28% | -4.5% |
| Q4 2015 | $3,895,000 | -16.7% | 134,460 | -12.6% | 2.38% | -18.1% |
| Q3 2015 | $4,676,000 | -20.0% | 153,881 | +4.3% | 2.91% | -10.7% |
| Q2 2015 | $5,844,000 | -9.5% | 147,568 | -2.2% | 3.26% | -9.3% |
| Q1 2015 | $6,459,000 | -6.7% | 150,900 | +0.1% | 3.59% | -18.3% |
| Q4 2014 | $6,924,000 | -12.6% | 150,682 | +1.0% | 4.40% | -20.0% |
| Q3 2014 | $7,920,000 | +0.6% | 149,215 | -0.7% | 5.49% | +1.8% |
| Q2 2014 | $7,872,000 | +17.4% | 150,285 | +4.3% | 5.40% | +5.0% |
| Q1 2014 | $6,704,000 | +6.6% | 144,049 | +6.1% | 5.14% | +0.3% |
| Q4 2013 | $6,290,000 | -0.3% | 135,710 | -4.0% | 5.13% | -37.9% |
| Q3 2013 | $6,307,000 | -9.2% | 141,402 | -5.0% | 8.25% | +29.9% |
| Q2 2013 | $6,943,000 | – | 148,864 | – | 6.35% | – |
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% |