JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 296 filers reported holding JPMORGAN CHASE & CO in Q3 2016. The put-call ratio across all filers is 0.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $12,318,000 | -0.9% | 389,682 | -1.3% | 8.65% | +1.5% |
| Q3 2016 | $12,435,000 | -1.6% | 394,772 | -0.7% | 8.52% | -1.1% |
| Q2 2016 | $12,642,000 | +16.0% | 397,418 | -1.2% | 8.62% | +6.8% |
| Q1 2016 | $10,895,000 | -6.2% | 402,169 | +0.3% | 8.07% | -10.9% |
| Q4 2015 | $11,618,000 | +12.8% | 401,041 | +16.9% | 9.06% | +11.7% |
| Q3 2015 | $10,296,000 | -11.5% | 342,951 | +16.7% | 8.10% | -11.7% |
| Q2 2015 | $11,637,000 | -5.2% | 293,854 | +2.5% | 9.18% | -7.9% |
| Q1 2015 | $12,275,000 | -4.5% | 286,793 | +2.5% | 9.97% | +3.0% |
| Q4 2014 | $12,855,000 | -11.5% | 279,759 | +2.2% | 9.67% | -9.7% |
| Q3 2014 | $14,525,000 | +0.6% | 273,641 | -0.7% | 10.71% | +1.0% |
| Q2 2014 | $14,440,000 | +13.5% | 275,669 | +0.9% | 10.61% | +15.3% |
| Q1 2014 | $12,718,000 | +1.3% | 273,271 | +0.9% | 9.20% | +3.7% |
| Q4 2013 | $12,552,000 | +5.5% | 270,810 | +1.5% | 8.86% | +2.1% |
| Q3 2013 | $11,894,000 | -4.3% | 266,684 | +0.1% | 8.68% | -4.6% |
| Q2 2013 | $12,428,000 | +1.8% | 266,463 | -0.7% | 9.10% | +1.5% |
| Q1 2013 | $12,204,000 | +18.3% | 268,334 | +0.0% | 8.97% | +2.5% |
| Q4 2012 | $10,316,000 | -3.3% | 268,234 | +1.7% | 8.75% | -5.0% |
| Q3 2012 | $10,666,000 | +9.8% | 263,714 | +5.2% | 9.21% | -2.8% |
| Q2 2012 | $9,713,000 | +1.0% | 250,597 | +2.0% | 9.47% | -3.5% |
| Q1 2012 | $9,615,000 | +7.0% | 245,665 | +6.6% | 9.82% | +2.8% |
| Q4 2011 | $8,982,000 | – | 230,497 | – | 9.55% | – |
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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% |