JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 335 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $9,000 | 0.0% | 275 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $9,000 | 0.0% | 275 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $9,000 | -69.0% | 275 | -74.4% | 0.01% | -69.7% |
| Q1 2016 | $29,000 | -37.0% | 1,075 | -31.7% | 0.03% | -19.5% |
| Q4 2015 | $46,000 | -4.2% | 1,575 | 0.0% | 0.04% | +2.5% |
| Q3 2015 | $48,000 | -22.6% | 1,575 | 0.0% | 0.04% | -18.4% |
| Q2 2015 | $62,000 | -11.4% | 1,575 | -3.1% | 0.05% | -2.0% |
| Q1 2015 | $70,000 | -9.1% | 1,625 | -3.0% | 0.05% | -16.7% |
| Q4 2014 | $77,000 | -26.0% | 1,675 | -14.1% | 0.06% | -25.0% |
| Q3 2014 | $104,000 | -1.0% | 1,950 | -2.5% | 0.08% | -1.2% |
| Q2 2014 | $105,000 | -13.2% | 2,000 | -23.2% | 0.08% | -16.5% |
| Q1 2014 | $121,000 | -29.7% | 2,605 | -29.8% | 0.10% | -23.6% |
| Q4 2013 | $172,000 | – | 3,710 | – | 0.13% | – |
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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% |