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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $25,000 | -13.8% | 1,811 | -33.2% | 0.01% | -28.6% |
| Q3 2020 | $29,000 | +20.8% | 2,711 | +49.5% | 0.01% | +16.7% |
| Q2 2020 | $24,000 | +500.0% | 1,813 | +806.5% | 0.01% | +500.0% |
| Q1 2020 | $4,000 | -50.0% | 200 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -69.2% | 200 | -78.3% | 0.00% | -71.4% |
| Q2 2019 | $26,000 | 0.0% | 920 | -0.6% | 0.01% | 0.0% |
| Q1 2019 | $26,000 | +116.7% | 926 | +103.1% | 0.01% | +75.0% |
| Q4 2018 | $12,000 | -14.3% | 456 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $14,000 | 0.0% | 456 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | -99.9% | 456 | -41.8% | 0.00% | -33.3% |
| Q1 2018 | $18,816,000 | +584.7% | 784 | +684.0% | 0.01% | +500.0% |
| Q4 2017 | $2,748,000 | -2.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,822,000 | -98.0% | 100 | -97.9% | 0.00% | -97.4% |
| Q2 2017 | $143,718,000 | -4.8% | 4,839 | +3.5% | 0.04% | -17.0% |
| Q1 2017 | $151,004,000 | -2.4% | 4,676 | -4.5% | 0.05% | -2.1% |
| Q4 2016 | $154,638,000 | -42.8% | 4,894 | +4.3% | 0.05% | +23.1% |
| Q3 2016 | $270,524,000 | +98.5% | 4,694 | +9.5% | 0.04% | -4.9% |
| Q2 2016 | $136,276,000 | +19.7% | 4,286 | +2.0% | 0.04% | +20.6% |
| Q1 2016 | $113,832,000 | -47.4% | 4,202 | -43.7% | 0.03% | -45.2% |
| Q4 2015 | $216,262,000 | -14.5% | 7,466 | -10.3% | 0.06% | -21.5% |
| Q3 2015 | $252,846,000 | -23.3% | 8,320 | 0.0% | 0.08% | -15.1% |
| Q2 2015 | $329,472,000 | -7.5% | 8,320 | 0.0% | 0.09% | -7.9% |
| Q1 2015 | $356,096,000 | -15.1% | 8,320 | -8.9% | 0.10% | -15.8% |
| Q4 2014 | $419,570,000 | -23.7% | 9,132 | -11.9% | 0.12% | -24.1% |
| Q3 2014 | $550,122,000 | +7.4% | 10,366 | +6.0% | 0.16% | -6.5% |
| Q2 2014 | $512,224,000 | +12.5% | 9,779 | -0.1% | 0.17% | +7.6% |
| Q1 2014 | $455,347,000 | +100640.5% | 9,784 | +0.3% | 0.16% | +1.3% |
| Q4 2013 | $452,000 | – | 9,752 | – | 0.16% | – |
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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% |