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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $6,033,000 | – | 208,257 | – | 2.76% | – |
Download | ||||||
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% |