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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $202,000 | -2.4% | 7,613 | -11.9% | 0.03% | +8.0% |
| Q1 2018 | $207,000 | -42.7% | 8,637 | -34.2% | 0.02% | -43.2% |
| Q4 2017 | $361,000 | -14.0% | 13,126 | -11.8% | 0.04% | -20.0% |
| Q3 2017 | $420,000 | -31.7% | 14,885 | -28.2% | 0.06% | -36.8% |
| Q2 2017 | $615,000 | -9.2% | 20,722 | -1.1% | 0.09% | -11.2% |
| Q1 2017 | $677,000 | +12.5% | 20,957 | +10.1% | 0.10% | +2.1% |
| Q4 2016 | $602,000 | -28.2% | 19,041 | -28.4% | 0.10% | -34.2% |
| Q3 2016 | $838,000 | +20.7% | 26,604 | +22.0% | 0.15% | +9.8% |
| Q2 2016 | $694,000 | +17.4% | 21,806 | -0.0% | 0.13% | +11.8% |
| Q1 2016 | $591,000 | -35.3% | 21,816 | -30.8% | 0.12% | -44.7% |
| Q4 2015 | $913,000 | -38.7% | 31,516 | -35.7% | 0.22% | -45.0% |
| Q3 2015 | $1,490,000 | -63.2% | 49,041 | -52.0% | 0.39% | -61.3% |
| Q2 2015 | $4,047,000 | -10.8% | 102,204 | -3.6% | 1.01% | -12.7% |
| Q1 2015 | $4,538,000 | -8.1% | 106,018 | -1.3% | 1.16% | -12.7% |
| Q4 2014 | $4,937,000 | -21.7% | 107,441 | -9.5% | 1.32% | -28.2% |
| Q3 2014 | $6,304,000 | +2.0% | 118,755 | +0.7% | 1.84% | +5.7% |
| Q2 2014 | $6,178,000 | +5.8% | 117,948 | -6.0% | 1.75% | +1.8% |
| Q1 2014 | $5,842,000 | – | 125,521 | – | 1.72% | – |
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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% |