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 2018 | $3,000 | -95.4% | 100 | -96.3% | 0.00% | -96.8% |
Q1 2018 | $65,000 | -27.0% | 2,715 | -16.5% | 0.03% | +24.0% |
Q4 2017 | $89,000 | +25.4% | 3,250 | +29.2% | 0.02% | -30.6% |
Q3 2017 | $71,000 | -4.1% | 2,515 | 0.0% | 0.04% | -12.2% |
Q2 2017 | $74,000 | -8.6% | 2,515 | 0.0% | 0.04% | -12.8% |
Q1 2017 | $81,000 | +2.5% | 2,515 | 0.0% | 0.05% | -4.1% |
Q4 2016 | $79,000 | -39.7% | 2,515 | -39.8% | 0.05% | -39.5% |
Q3 2016 | $131,000 | -0.8% | 4,181 | 0.0% | 0.08% | -5.8% |
Q2 2016 | $132,000 | +94.1% | 4,181 | +66.2% | 0.09% | +91.1% |
Q1 2016 | $68,000 | +142.9% | 2,515 | +170.1% | 0.04% | +246.2% |
Q3 2015 | $28,000 | -73.6% | 931 | -65.3% | 0.01% | -76.4% |
Q2 2015 | $106,000 | -7.0% | 2,680 | 0.0% | 0.06% | +19.6% |
Q1 2015 | $114,000 | -7.3% | 2,680 | 0.0% | 0.05% | -17.9% |
Q4 2014 | $123,000 | -23.1% | 2,680 | -11.3% | 0.06% | -6.7% |
Q3 2014 | $160,000 | -5.9% | 3,020 | -7.3% | 0.06% | +5.3% |
Q2 2014 | $170,000 | +12.6% | 3,257 | 0.0% | 0.06% | +9.6% |
Q1 2014 | $151,000 | -47.2% | 3,257 | -47.2% | 0.05% | -48.5% |
Q4 2013 | $286,000 | -92.8% | 6,170 | -93.1% | 0.10% | -93.9% |
Q3 2013 | $3,987,000 | -97.3% | 89,410 | -97.1% | 1.64% | -98.4% |
Q2 2013 | $145,737,000 | +5.6% | 3,124,724 | +2.9% | 100.00% | 0.0% |
Q1 2013 | $138,046,000 | +25.0% | 3,035,320 | +5.7% | 100.00% | 0.0% |
Q4 2012 | $110,417,000 | – | 2,870,947 | – | 100.00% | – |
Download |
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% |