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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $203,000 | -45.7% | 7,946 | -41.8% | 0.02% | -45.9% |
| Q3 2018 | $374,000 | -1.6% | 13,647 | -4.5% | 0.04% | +5.7% |
| Q2 2018 | $380,000 | +7.3% | 14,297 | -3.0% | 0.04% | +9.4% |
| Q1 2018 | $354,000 | -66.9% | 14,735 | -62.2% | 0.03% | -70.4% |
| Q4 2017 | $1,070,000 | +9.0% | 38,932 | +11.8% | 0.11% | +5.9% |
| Q3 2017 | $982,000 | +1.2% | 34,808 | +6.6% | 0.10% | -6.4% |
| Q2 2017 | $970,000 | +192.2% | 32,666 | +217.7% | 0.11% | +194.6% |
| Q1 2017 | $332,000 | – | 10,282 | – | 0.04% | – |
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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% |