JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,000 | -99.0% | 143 | -99.1% | 0.00% | -100.0% |
| Q2 2020 | $201,000 | -99.7% | 15,273 | +75.9% | 0.04% | +104.5% |
| Q1 2020 | $78,398,000 | -44.7% | 8,682 | +37.2% | 0.02% | -35.3% |
| Q4 2019 | $141,784,000 | +1.8% | 6,328 | +5.7% | 0.03% | -17.1% |
| Q3 2019 | $139,257,000 | -13.5% | 5,984 | -5.1% | 0.04% | -29.3% |
| Q1 2019 | $160,953,000 | +14816.9% | 6,305 | -83.1% | 0.06% | -78.8% |
| Q3 2018 | $1,079,000 | -0.9% | 37,277 | +4.4% | 0.27% | +0.4% |
| Q2 2018 | $1,089,000 | +22.1% | 35,717 | +5.7% | 0.27% | -11.7% |
| Q1 2018 | $892,000 | -48.4% | 33,795 | -44.1% | 0.31% | -45.0% |
| Q4 2017 | $1,730,000 | -81.5% | 60,415 | -82.0% | 0.56% | -78.5% |
| Q3 2017 | $9,341,000 | +1.0% | 335,658 | +7.6% | 2.61% | -2.6% |
| Q2 2017 | $9,246,000 | +24.8% | 311,951 | +35.8% | 2.68% | +4.6% |
| Q1 2017 | $7,406,000 | +32.0% | 229,697 | +37.0% | 2.56% | +13.1% |
| Q4 2016 | $5,611,000 | +32.2% | 167,604 | +24.4% | 2.26% | +27.5% |
| Q3 2016 | $4,243,000 | +29.9% | 134,693 | +31.1% | 1.78% | +18.6% |
| Q2 2016 | $3,267,000 | +29.6% | 102,717 | +10.4% | 1.50% | +11.5% |
| Q1 2016 | $2,520,000 | -4.5% | 93,027 | +2.0% | 1.34% | -11.3% |
| Q4 2015 | $2,638,000 | +16.7% | 91,168 | +22.5% | 1.52% | -2.0% |
| Q3 2015 | $2,261,000 | -20.0% | 74,404 | +4.3% | 1.55% | -14.4% |
| Q2 2015 | $2,826,000 | -7.7% | 71,352 | -0.3% | 1.81% | -9.1% |
| Q1 2015 | $3,062,000 | -51.5% | 71,553 | -48.0% | 1.99% | -55.0% |
| Q4 2014 | $6,319,000 | -19.6% | 137,547 | -7.3% | 4.42% | -15.3% |
| Q3 2014 | $7,857,000 | +5.5% | 148,430 | +4.4% | 5.22% | +2.8% |
| Q2 2014 | $7,445,000 | +8.0% | 142,142 | -4.1% | 5.07% | +5.6% |
| Q1 2014 | $6,895,000 | +8.7% | 148,148 | +8.2% | 4.80% | +5.7% |
| Q4 2013 | $6,345,000 | – | 136,896 | – | 4.55% | – |
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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% |