JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 331 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $7,846,000 | +9.8% | 295,187 | -0.9% | 0.70% | +4.2% |
| Q1 2018 | $7,148,000 | -5.4% | 297,859 | +8.3% | 0.67% | -9.4% |
| Q4 2017 | $7,558,000 | -14.3% | 275,142 | -12.0% | 0.74% | -22.4% |
| Q3 2017 | $8,818,000 | -3.7% | 312,497 | +1.4% | 0.96% | -8.1% |
| Q2 2017 | $9,154,000 | +8.5% | 308,224 | +18.0% | 1.04% | +0.9% |
| Q1 2017 | $8,438,000 | -5.4% | 261,240 | -7.4% | 1.03% | -9.9% |
| Q4 2016 | $8,916,000 | – | 282,086 | – | 1.15% | – |
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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% |