JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 322 filers reported holding JPMORGAN CHASE & CO in Q1 2015. The put-call ratio across all filers is 3.74 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $206,000 | -11.2% | 6,366 | -20.6% | 0.07% | -31.4% |
| Q4 2015 | $232,000 | -20.5% | 8,015 | -16.5% | 0.10% | -28.1% |
| Q3 2015 | $292,000 | -34.8% | 9,595 | -15.1% | 0.15% | -31.1% |
| Q2 2015 | $448,000 | -11.5% | 11,305 | -4.4% | 0.21% | -12.8% |
| Q1 2015 | $506,000 | -44.9% | 11,830 | -40.9% | 0.24% | -48.9% |
| Q4 2014 | $919,000 | -42.9% | 20,005 | -34.0% | 0.48% | -50.6% |
| Q3 2014 | $1,610,000 | +56.5% | 30,323 | +54.4% | 0.96% | +49.0% |
| Q2 2014 | $1,029,000 | +36.7% | 19,644 | +21.4% | 0.65% | +28.9% |
| Q1 2014 | $753,000 | -5.5% | 16,184 | -5.9% | 0.50% | -2.7% |
| Q4 2013 | $797,000 | -19.2% | 17,205 | -22.2% | 0.52% | -27.9% |
| Q3 2013 | $986,000 | +0.2% | 22,112 | +4.8% | 0.72% | +3.2% |
| Q2 2013 | $984,000 | – | 21,098 | – | 0.69% | – |
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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% |