JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 316 filers reported holding JPMORGAN CHASE & CO in Q1 2017. The put-call ratio across all filers is 0.13 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $777,000 | -0.8% | 24,045 | -3.0% | 0.06% | -9.5% |
| Q4 2016 | $783,000 | -6.3% | 24,784 | -6.6% | 0.06% | -29.2% |
| Q3 2016 | $836,000 | +2.7% | 26,533 | +3.6% | 0.09% | -2.2% |
| Q2 2016 | $814,000 | +20.6% | 25,603 | +2.8% | 0.09% | +15.2% |
| Q1 2016 | $675,000 | -8.5% | 24,900 | -2.2% | 0.08% | -10.2% |
| Q4 2015 | $738,000 | -1.9% | 25,463 | +2.9% | 0.09% | -12.9% |
| Q3 2015 | $752,000 | -48.2% | 24,734 | -32.6% | 0.10% | -46.8% |
| Q2 2015 | $1,452,000 | -14.6% | 36,671 | -7.7% | 0.19% | -17.7% |
| Q1 2015 | $1,700,000 | -6.8% | 39,721 | +0.0% | 0.23% | -13.8% |
| Q4 2014 | $1,825,000 | -13.4% | 39,715 | +0.0% | 0.27% | -20.5% |
| Q3 2014 | $2,108,000 | +1.3% | 39,709 | +0.0% | 0.34% | -4.0% |
| Q2 2014 | $2,080,000 | +11.5% | 39,705 | -1.0% | 0.35% | +0.6% |
| Q1 2014 | $1,866,000 | +0.4% | 40,095 | +0.0% | 0.35% | -9.1% |
| Q4 2013 | $1,858,000 | +3.9% | 40,090 | +0.0% | 0.38% | -13.3% |
| Q3 2013 | $1,788,000 | -4.3% | 40,085 | +0.0% | 0.44% | -21.3% |
| Q2 2013 | $1,869,000 | – | 40,080 | – | 0.56% | – |
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% |