JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 299 filers reported holding JPMORGAN CHASE & CO in Q4 2015. The put-call ratio across all filers is 0.06 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $292,000 | -1.7% | 9,252 | -2.0% | 0.08% | -5.1% |
| Q3 2016 | $297,000 | +3.1% | 9,439 | +4.2% | 0.08% | -34.2% |
| Q2 2016 | $288,000 | +14.7% | 9,056 | -2.3% | 0.12% | +11.1% |
| Q1 2016 | $251,000 | -4.2% | 9,269 | +2.5% | 0.11% | -6.1% |
| Q4 2015 | $262,000 | -4.0% | 9,045 | +0.5% | 0.12% | -6.5% |
| Q3 2015 | $273,000 | -28.7% | 8,999 | +0.7% | 0.12% | -22.6% |
| Q2 2015 | $383,000 | 0.0% | 8,938 | 0.0% | 0.16% | 0.0% |
| Q1 2015 | $383,000 | -2.8% | 8,938 | +4.2% | 0.16% | -10.2% |
| Q4 2014 | $394,000 | -7.9% | 8,575 | +6.2% | 0.18% | -14.5% |
| Q3 2014 | $428,000 | +1.2% | 8,071 | +0.0% | 0.21% | +9.5% |
| Q2 2014 | $423,000 | +12.8% | 8,067 | +0.0% | 0.19% | +8.0% |
| Q1 2014 | $375,000 | -6.2% | 8,063 | -6.5% | 0.18% | -3.3% |
| Q4 2013 | $400,000 | -64.6% | 8,626 | -48.0% | 0.18% | -74.8% |
| Q3 2013 | $1,129,000 | – | 16,573 | – | 0.72% | – |
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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% |