JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 329 filers reported holding JPMORGAN CHASE & CO in Q4 2017. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $8,000 | +14.3% | 320 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -22.2% | 320 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $9,000 | -93.9% | 320 | -94.3% | 0.00% | -94.8% |
| Q2 2018 | $148,000 | +17.5% | 5,570 | +6.1% | 0.06% | +13.7% |
| Q1 2018 | $126,000 | +0.8% | 5,250 | +15.4% | 0.05% | +34.2% |
| Q4 2017 | $125,000 | -20.4% | 4,550 | -18.0% | 0.04% | -50.6% |
| Q3 2017 | $157,000 | +234.0% | 5,550 | +270.0% | 0.08% | +140.6% |
| Q4 2016 | $47,000 | 0.0% | 1,500 | 0.0% | 0.03% | -5.9% |
| Q3 2016 | $47,000 | – | 1,500 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |