JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 283 filers reported holding JPMORGAN CHASE & CO in Q3 2015. The put-call ratio across all filers is 9.20 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $26,000 | -10.3% | 1,367 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $29,000 | +93.3% | 1,367 | -0.5% | 0.00% | -83.3% |
| Q3 2020 | $15,000 | -91.1% | 1,374 | -89.2% | 0.01% | -60.0% |
| Q2 2020 | $168,000 | +31.2% | 12,701 | -10.1% | 0.02% | +7.1% |
| Q1 2020 | $128,000 | -58.4% | 14,124 | 0.0% | 0.01% | -41.7% |
| Q4 2019 | $308,000 | +29.4% | 14,124 | +51.7% | 0.02% | -11.1% |
| Q2 2019 | $238,000 | +15.0% | 9,311 | +22.5% | 0.03% | -30.8% |
| Q3 2018 | $207,000 | -8.8% | 7,600 | -0.5% | 0.04% | +8.3% |
| Q2 2017 | $227,000 | +7.6% | 7,639 | +16.8% | 0.04% | -5.3% |
| Q1 2017 | $211,000 | +1.4% | 6,542 | -0.4% | 0.04% | -7.3% |
| Q4 2016 | $208,000 | -11.1% | 6,565 | +11.0% | 0.04% | -26.8% |
| Q2 2015 | $234,000 | -4.5% | 5,917 | +3.5% | 0.06% | +1.8% |
| Q1 2015 | $245,000 | +4.3% | 5,717 | +11.7% | 0.06% | -6.8% |
| Q4 2014 | $235,000 | -18.7% | 5,117 | -6.1% | 0.06% | -24.4% |
| Q3 2014 | $289,000 | -10.2% | 5,447 | -11.4% | 0.08% | -10.3% |
| Q2 2014 | $322,000 | +9.2% | 6,150 | -2.9% | 0.09% | -6.5% |
| Q1 2014 | $295,000 | -2.6% | 6,334 | -3.0% | 0.09% | -8.8% |
| Q4 2013 | $303,000 | +9.4% | 6,527 | +6.2% | 0.10% | -2.9% |
| Q3 2013 | $277,000 | -6.1% | 6,148 | 0.0% | 0.10% | -23.4% |
| Q2 2013 | $295,000 | – | 6,148 | – | 0.14% | – |
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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% |