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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $348,000 | -71.6% | 38,525 | -31.5% | 0.19% | -60.0% |
| Q4 2019 | $1,226,000 | -67.6% | 56,200 | -61.8% | 0.46% | -38.8% |
| Q1 2019 | $3,785,000 | -4.0% | 146,995 | -16.8% | 0.76% | -49.1% |
| Q4 2018 | $3,944,000 | -2.9% | 176,684 | +19.4% | 1.49% | +93.5% |
| Q3 2018 | $4,062,000 | +1006.8% | 147,925 | +1172.7% | 0.77% | +108.6% |
| Q4 2016 | $367,000 | – | 11,623 | – | 0.37% | – |
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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% |