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 | ||||
---|---|---|---|---|---|---|
Q3 2018 | $206,000 | -6.8% | 7,495 | -9.8% | 0.04% | -4.5% |
Q2 2018 | $221,000 | -0.5% | 8,311 | +3.0% | 0.04% | -2.2% |
Q4 2017 | $222,000 | -25.3% | 8,069 | -23.2% | 0.04% | -29.7% |
Q3 2017 | $297,000 | -28.3% | 10,510 | -24.7% | 0.06% | -32.6% |
Q2 2017 | $414,000 | -6.8% | 13,952 | +1.4% | 0.10% | -13.6% |
Q1 2017 | $444,000 | +3.3% | 13,760 | +1.2% | 0.11% | -8.3% |
Q4 2016 | $430,000 | +8.6% | 13,593 | +8.2% | 0.12% | +6.2% |
Q3 2016 | $396,000 | +0.5% | 12,565 | +1.5% | 0.11% | -5.0% |
Q2 2016 | $394,000 | -6.9% | 12,385 | -20.6% | 0.12% | -17.9% |
Q1 2016 | $423,000 | -4.7% | 15,607 | +1.9% | 0.14% | -10.5% |
Q4 2015 | $444,000 | -7.7% | 15,315 | -3.3% | 0.16% | -10.0% |
Q3 2015 | $481,000 | -40.5% | 15,843 | -22.3% | 0.18% | -36.2% |
Q2 2015 | $808,000 | -2.3% | 20,400 | +5.5% | 0.28% | -4.7% |
Q1 2015 | $827,000 | -14.3% | 19,331 | -7.9% | 0.30% | -16.9% |
Q4 2014 | $965,000 | +26.0% | 20,996 | +45.4% | 0.36% | +14.1% |
Q3 2014 | $766,000 | +9.7% | 14,437 | +8.3% | 0.31% | +15.6% |
Q2 2014 | $698,000 | -11.1% | 13,327 | -21.0% | 0.27% | -21.7% |
Q1 2014 | $785,000 | +3.0% | 16,863 | +2.5% | 0.34% | +1.8% |
Q4 2013 | $762,000 | – | 16,448 | – | 0.34% | – |
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% |