JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 307 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $158,000 | +26.4% | 11,376 | -2.1% | 0.04% | +11.4% |
Q3 2020 | $125,000 | -29.0% | 11,624 | -12.7% | 0.04% | -27.1% |
Q2 2020 | $176,000 | +64.5% | 13,310 | +12.6% | 0.05% | +50.0% |
Q1 2020 | $107,000 | -78.0% | 11,824 | -46.9% | 0.03% | -71.7% |
Q4 2019 | $486,000 | -30.2% | 22,266 | -25.5% | 0.11% | +34.5% |
Q3 2019 | $696,000 | +80.8% | 29,898 | +95.0% | 0.08% | -6.7% |
Q2 2019 | $385,000 | -15.6% | 15,332 | -14.2% | 0.09% | -19.6% |
Q1 2019 | $456,000 | +14.3% | 17,877 | +0.1% | 0.11% | 0.0% |
Q4 2018 | $399,000 | -21.3% | 17,861 | -3.2% | 0.11% | -21.7% |
Q3 2018 | $507,000 | -6.3% | 18,447 | -9.5% | 0.14% | -11.7% |
Q2 2018 | $541,000 | +15.4% | 20,379 | +4.2% | 0.16% | +11.0% |
Q1 2018 | $469,000 | -2.1% | 19,560 | +12.3% | 0.15% | -6.4% |
Q4 2017 | $479,000 | +57.0% | 17,415 | +61.2% | 0.16% | +66.0% |
Q3 2017 | $305,000 | +44.5% | 10,804 | +51.8% | 0.09% | +27.0% |
Q2 2017 | $211,000 | -7.5% | 7,117 | +0.7% | 0.07% | -8.6% |
Q1 2017 | $228,000 | – | 7,071 | – | 0.08% | – |
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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% |