JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 307 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $213,000 | +475.7% | 11,700 | +766.7% | 0.08% | +375.0% |
| Q3 2018 | $37,000 | -7.5% | 1,350 | -10.0% | 0.02% | -11.1% |
| Q2 2018 | $40,000 | +11.1% | 1,500 | 0.0% | 0.02% | +5.9% |
| Q1 2018 | $36,000 | -26.5% | 1,500 | -16.7% | 0.02% | -19.0% |
| Q4 2017 | $49,000 | -90.6% | 1,800 | -90.3% | 0.02% | -91.0% |
| Q3 2017 | $524,000 | -10.3% | 18,570 | -5.6% | 0.23% | -11.4% |
| Q2 2017 | $584,000 | -20.2% | 19,670 | -13.2% | 0.26% | -20.2% |
| Q1 2017 | $732,000 | +41.9% | 22,670 | +39.0% | 0.33% | +38.5% |
| Q4 2016 | $516,000 | -29.0% | 16,315 | -29.3% | 0.24% | -26.7% |
| Q3 2016 | $727,000 | -2.9% | 23,085 | -2.0% | 0.33% | +8.7% |
| Q2 2016 | $749,000 | +0.9% | 23,545 | -14.0% | 0.30% | -14.3% |
| Q1 2016 | $742,000 | -8.1% | 27,373 | -1.8% | 0.35% | +0.6% |
| Q4 2015 | $807,000 | -8.6% | 27,873 | -4.1% | 0.35% | -18.3% |
| Q3 2015 | $883,000 | -37.8% | 29,060 | -19.0% | 0.43% | -6.0% |
| Q2 2015 | $1,420,000 | +21.8% | 35,870 | +31.7% | 0.45% | +23.8% |
| Q1 2015 | $1,166,000 | – | 27,236 | – | 0.37% | – |
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% |