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 ↓ |
|---|---|---|---|
| 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% |