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 ↓ |
|---|---|---|---|
| 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% |