JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $407,000 | -10.5% | 14,839 | -13.3% | 0.27% | +18.3% |
| Q2 2018 | $455,000 | +10.7% | 17,124 | 0.0% | 0.23% | +3.6% |
| Q1 2018 | $411,000 | -16.0% | 17,124 | -3.6% | 0.22% | -29.7% |
| Q4 2017 | $489,000 | -4.1% | 17,757 | -1.7% | 0.32% | -3.4% |
| Q3 2017 | $510,000 | -4.9% | 18,055 | 0.0% | 0.33% | -9.7% |
| Q2 2017 | $536,000 | +5.3% | 18,055 | +14.5% | 0.36% | -4.5% |
| Q1 2017 | $509,000 | +4.5% | 15,770 | +2.5% | 0.38% | -30.7% |
| Q4 2016 | $487,000 | +4.3% | 15,390 | +3.7% | 0.55% | +31.2% |
| Q3 2016 | $467,000 | -4.5% | 14,839 | -3.5% | 0.42% | -7.1% |
| Q2 2016 | $489,000 | +13.5% | 15,370 | -3.5% | 0.45% | +2.7% |
| Q1 2016 | $431,000 | -13.1% | 15,921 | +3.6% | 0.44% | -7.2% |
| Q3 2015 | $496,000 | -5.5% | 15,370 | +25.3% | 0.47% | -25.0% |
| Q1 2015 | $525,000 | -29.2% | 12,270 | -24.4% | 0.63% | -7.5% |
| Q4 2014 | $742,000 | – | 16,240 | – | 0.68% | – |
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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% |