JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 277 filers reported holding JPMORGAN CHASE & CO in Q1 2014. The put-call ratio across all filers is 4.95 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 21 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 21 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 21 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 21 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 21 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 21 | -99.6% | 0.00% | -100.0% |
| Q4 2015 | $166,000 | -4.0% | 5,730 | +0.7% | 0.05% | -13.1% |
| Q3 2015 | $173,000 | +16.9% | 5,688 | +52.3% | 0.06% | -3.2% |
| Q2 2015 | $148,000 | -54.3% | 3,734 | -50.7% | 0.06% | -51.9% |
| Q1 2015 | $324,000 | -6.4% | 7,570 | +0.5% | 0.13% | -9.0% |
| Q4 2014 | $346,000 | -13.1% | 7,530 | +0.5% | 0.14% | -18.2% |
| Q3 2014 | $398,000 | +30.1% | 7,493 | +13.6% | 0.18% | -18.1% |
| Q4 2013 | $306,000 | +7.0% | 6,597 | +2.9% | 0.22% | -19.5% |
| Q3 2013 | $286,000 | -3.7% | 6,412 | +0.5% | 0.27% | -20.1% |
| Q2 2013 | $297,000 | – | 6,379 | – | 0.33% | – |
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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% |