JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 329 filers reported holding JPMORGAN CHASE & CO in Q4 2017. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $159,000 | -92.5% | 11,046 | -88.6% | 0.01% | -92.1% |
Q4 2019 | $2,118,000 | -30.0% | 97,127 | -25.3% | 0.16% | -32.5% |
Q3 2019 | $3,026,000 | -17.6% | 130,030 | -15.4% | 0.24% | -25.2% |
Q2 2019 | $3,671,000 | -26.4% | 153,673 | -21.4% | 0.32% | -14.2% |
Q1 2019 | $4,990,000 | +39.0% | 195,593 | +21.6% | 0.38% | +30.7% |
Q4 2018 | $3,591,000 | +20.0% | 160,887 | +47.7% | 0.29% | +29.5% |
Q3 2018 | $2,992,000 | +20.7% | 108,958 | +16.8% | 0.22% | +17.3% |
Q2 2018 | $2,479,000 | +37.6% | 93,257 | +24.2% | 0.19% | +32.6% |
Q1 2018 | $1,802,000 | -45.7% | 75,066 | -37.9% | 0.14% | -44.0% |
Q4 2017 | $3,318,000 | +26.6% | 120,792 | +30.1% | 0.26% | -13.8% |
Q3 2017 | $2,620,000 | -44.0% | 92,845 | -41.1% | 0.30% | -36.9% |
Q2 2017 | $4,680,000 | +74.1% | 157,567 | +89.3% | 0.47% | +69.2% |
Q1 2017 | $2,688,000 | +12.0% | 83,234 | +9.6% | 0.28% | -14.4% |
Q4 2016 | $2,401,000 | -0.8% | 75,954 | -1.1% | 0.33% | +20.3% |
Q3 2016 | $2,420,000 | -2.9% | 76,826 | -1.9% | 0.27% | -12.3% |
Q2 2016 | $2,492,000 | -20.6% | 78,339 | -32.4% | 0.31% | -40.7% |
Q1 2016 | $3,137,000 | -58.7% | 115,814 | -55.8% | 0.52% | -74.6% |
Q4 2015 | $7,595,000 | +94.9% | 262,168 | +104.5% | 2.06% | +102.3% |
Q3 2015 | $3,896,000 | +24.3% | 128,202 | +62.0% | 1.02% | +28.9% |
Q2 2015 | $3,134,000 | -22.7% | 79,144 | -16.4% | 0.79% | -19.8% |
Q1 2015 | $4,054,000 | – | 94,712 | – | 0.98% | – |
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% |