JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 335 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $295,000 | -15.2% | 10,184 | -11.0% | 0.20% | -20.6% |
| Q3 2015 | $348,000 | -24.0% | 11,439 | -1.1% | 0.25% | -19.0% |
| Q2 2015 | $458,000 | -5.6% | 11,561 | +1.9% | 0.31% | -3.5% |
| Q1 2015 | $485,000 | -15.5% | 11,340 | -9.3% | 0.32% | -14.8% |
| Q4 2014 | $574,000 | +8.3% | 12,499 | +25.2% | 0.37% | +25.7% |
| Q3 2014 | $530,000 | +38.7% | 9,983 | +21.6% | 0.30% | -26.2% |
| Q1 2014 | $382,000 | – | 8,210 | – | 0.40% | – |
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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% |