JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 302 filers reported holding JPMORGAN CHASE & CO in Q2 2016. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $415,000 | -12.3% | 31,432 | -40.0% | 0.06% | -31.1% |
| Q1 2020 | $473,000 | -97.9% | 52,383 | -92.5% | 0.09% | -98.3% |
| Q1 2017 | $22,493,000 | +9.2% | 696,387 | +6.9% | 5.28% | +2.0% |
| Q4 2016 | $20,592,000 | +37.4% | 651,448 | +37.0% | 5.18% | +52.5% |
| Q3 2016 | $14,984,000 | +17.4% | 475,668 | +18.5% | 3.40% | +9.2% |
| Q2 2016 | $12,768,000 | +28.0% | 401,376 | +9.0% | 3.11% | +31.6% |
| Q1 2016 | $9,976,000 | +47.1% | 368,250 | +57.3% | 2.36% | -39.1% |
| Q4 2015 | $6,780,000 | – | 234,047 | – | 3.88% | – |
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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% |