JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 316 filers reported holding JPMORGAN CHASE & CO in Q1 2017. The put-call ratio across all filers is 0.13 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $6,063,000 | +1837.1% | 220,834 | +1895.6% | 1.98% | +1565.5% |
| Q3 2017 | $313,000 | +5.7% | 11,066 | +9.9% | 0.12% | +1.7% |
| Q2 2017 | $296,000 | -98.4% | 10,065 | -98.2% | 0.12% | -98.1% |
| Q1 2017 | $18,560,000 | +1.5% | 574,683 | -0.6% | 6.20% | +6.0% |
| Q4 2016 | $18,287,000 | +47.8% | 578,333 | +47.2% | 5.85% | +35.4% |
| Q3 2016 | $12,370,000 | -28.8% | 392,778 | -28.3% | 4.32% | -29.9% |
| Q2 2016 | $17,373,000 | +71.1% | 547,613 | +46.2% | 6.17% | +56.8% |
| Q1 2016 | $10,152,000 | – | 374,532 | – | 3.93% | – |
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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% |