JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 305 filers reported holding JPMORGAN CHASE & CO in Q1 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $27,000 | +12.5% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $24,000 | -55.6% | 1,000 | -50.0% | 0.00% | 0.0% |
| Q4 2017 | $54,000 | +92.9% | 2,000 | +100.0% | 0.00% | 0.0% |
| Q3 2017 | $28,000 | -6.7% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $30,000 | -53.1% | 1,000 | -50.0% | 0.00% | -50.0% |
| Q1 2017 | $64,000 | +100.0% | 2,000 | +100.0% | 0.00% | +100.0% |
| Q4 2016 | $32,000 | +3.2% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $31,000 | -3.1% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $32,000 | +18.5% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $27,000 | -55.7% | 1,000 | -23.1% | 0.00% | -66.7% |
| Q1 2014 | $61,000 | +1.7% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $60,000 | – | 1,300 | – | 0.00% | – |
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% |