JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 271 filers reported holding JPMORGAN CHASE & CO in Q4 2013. The put-call ratio across all filers is 43.69 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $3,557,000 | +3.8% | 67,008 | +2.4% | 0.50% | +1.8% |
| Q2 2014 | $3,428,000 | +24.6% | 65,448 | +10.7% | 0.49% | +12.6% |
| Q1 2014 | $2,752,000 | +3.0% | 59,137 | +2.6% | 0.44% | -3.5% |
| Q4 2013 | $2,672,000 | +11.3% | 57,658 | +7.2% | 0.45% | -22.8% |
| Q3 2013 | $2,400,000 | +12.4% | 53,809 | +17.6% | 0.58% | -2.2% |
| Q2 2013 | $2,135,000 | – | 45,768 | – | 0.60% | – |
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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% |