Peak Financial Management, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q2 2018. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.

Quarter-by-quarter ownership
Peak Financial Management, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2018$4,410,000
-12.4%
160,592
-15.2%
0.99%
-57.3%
Q2 2018$5,032,000
+12.5%
189,303
+1.6%
2.32%
+9.3%
Q1 2018$4,472,000
-56.1%
186,330
-49.7%
2.13%
+10.3%
Q4 2017$10,180,000
-40.4%
370,598
-38.8%
1.93%
-41.4%
Q3 2017$17,074,000
+18.7%
605,058
+24.9%
3.29%
+16.9%
Q2 2017$14,388,000
+109.9%
484,450
+128.2%
2.82%
+1.7%
Q1 2017$6,856,000
-48.1%
212,274
-49.2%
2.77%
-3.7%
Q4 2016$13,210,000
+2.8%
417,920
+2.5%
2.88%
+3.5%
Q3 2016$12,844,000
+97.6%
407,736
+99.6%
2.78%
-4.1%
Q2 2016$6,499,000
+7.7%
204,307
-1.9%
2.90%
+5.0%
Q4 2015$6,033,000208,2572.76%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2018
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 1,969,090$55,568,00013.81%
OXFORD FINANCIAL GROUP, LTD. LLC 620,535$17,511,00012.00%
BRIGHTON JONES LLC 3,020,995$85,252,00010.96%
CIBC BANK USA 2,485,527$70,142,0009.18%
SAGE FINANCIAL GROUP INC 1,408,133$39,738,0008.71%
FIDUCIARY COUNSELLING INC 86,004$2,427,0008.68%
BRR OpCo, LLC 918,103$25,908,0007.90%
Round Table Services, LLC 761,223$21,482,0007.67%
MARINER INVESTMENT GROUP LLC 390,000$11,006,0006.85%
Klingman & Associates, LLC 971,609$27,419,0006.75%
View complete list of JPMORGAN CHASE & CO shareholders