JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 277 filers reported holding JPMORGAN CHASE & CO in Q1 2014. The put-call ratio across all filers is 4.95 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $783,000 | -11.8% | 18,295 | -5.3% | 0.36% | -14.7% |
| Q4 2014 | $888,000 | -12.7% | 19,324 | +0.8% | 0.42% | -17.3% |
| Q3 2014 | $1,017,000 | +0.3% | 19,164 | -1.0% | 0.51% | -2.1% |
| Q2 2014 | $1,014,000 | +13.8% | 19,349 | +1.1% | 0.52% | +7.4% |
| Q1 2014 | $891,000 | -5.0% | 19,139 | -5.4% | 0.48% | -6.6% |
| Q4 2013 | $938,000 | +5.5% | 20,239 | +1.6% | 0.52% | +1.4% |
| Q3 2013 | $889,000 | -13.4% | 19,924 | -9.4% | 0.51% | -18.6% |
| Q2 2013 | $1,026,000 | – | 22,002 | – | 0.63% | – |
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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% |