JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 307 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $254,000 | -34.9% | 8,563 | -29.1% | 0.05% | -38.1% |
| Q1 2017 | $390,000 | -13.3% | 12,070 | -15.2% | 0.08% | -16.0% |
| Q4 2016 | $450,000 | -17.9% | 14,240 | -18.1% | 0.10% | -20.0% |
| Q3 2016 | $548,000 | -11.6% | 17,394 | -10.7% | 0.12% | -16.7% |
| Q2 2016 | $620,000 | +9.3% | 19,478 | -6.9% | 0.15% | +17.2% |
| Q1 2016 | $567,000 | -24.3% | 20,919 | -19.1% | 0.13% | -32.6% |
| Q4 2015 | $749,000 | -22.8% | 25,856 | -19.0% | 0.19% | -26.1% |
| Q3 2015 | $970,000 | -45.4% | 31,915 | -28.8% | 0.26% | -44.4% |
| Q2 2015 | $1,775,000 | -5.1% | 44,825 | +2.5% | 0.46% | +28.0% |
| Q1 2015 | $1,871,000 | -8.1% | 43,721 | -1.3% | 0.36% | -38.8% |
| Q4 2014 | $2,036,000 | -20.6% | 44,312 | -8.3% | 0.59% | -30.3% |
| Q3 2014 | $2,565,000 | -4.7% | 48,328 | -5.9% | 0.85% | -2.4% |
| Q2 2014 | $2,691,000 | +9.7% | 51,382 | -2.5% | 0.87% | +4.3% |
| Q1 2014 | $2,453,000 | -47.8% | 52,697 | -48.0% | 0.83% | -53.0% |
| Q4 2013 | $4,702,000 | -30.8% | 101,436 | -33.4% | 1.77% | -40.4% |
| Q3 2013 | $6,795,000 | -28.5% | 152,355 | -25.2% | 2.97% | -32.2% |
| Q2 2013 | $9,504,000 | – | 203,781 | – | 4.38% | – |
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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% |