BRASADA CAPITAL MANAGEMENT, LP - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 309 filers reported holding JPMORGAN CHASE & CO in Q3 2018. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.

Quarter-by-quarter ownership
BRASADA CAPITAL MANAGEMENT, LP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2018$11,000
-21.4%
5000.0%0.00%0.0%
Q3 2018$14,000
+7.7%
5000.0%0.00%0.0%
Q2 2018$13,000
+8.3%
5000.0%0.00%0.0%
Q1 2018$12,000
-14.3%
5000.0%0.00%
-20.0%
Q4 2017$14,0005000.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2018
NameSharesValueWeighting ↓
Fund Evaluation Group, LLC 2,001,992$60,841,00012.86%
SAGE FINANCIAL GROUP INC 1,088,940$33,093,00011.78%
Round Table Services, LLC 415,433$12,625,0009.28%
VECTOR WEALTH MANAGEMENT, LLC 342,951$10,296,0008.10%
Stelac Advisory Services LLC 875,141$26,295,0007.27%
Smith & Howard Wealth Management, LLC 427,277$12,985,0006.25%
Klingman & Associates, LLC 490,546$14,907,0005.85%
DOW CHEMICAL CO /DE/ 1,969,090$59,841,0005.05%
MCF Advisors LLC 611,809$18,593,0004.76%
Mosaic Financial Partners, Inc. 237,869$7,229,0004.61%
View complete list of JPMORGAN CHASE & CO shareholders