JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $930,000 | -3.9% | 42,623 | +2.5% | 0.50% | -12.1% |
| Q3 2019 | $968,000 | +21.8% | 41,590 | +31.3% | 0.57% | +20.8% |
| Q2 2019 | $795,000 | +3.2% | 31,673 | +4.9% | 0.47% | -2.9% |
| Q1 2019 | $770,000 | +11.8% | 30,192 | -2.2% | 0.48% | +2.3% |
| Q4 2018 | $689,000 | +28.5% | 30,882 | +58.3% | 0.47% | +35.4% |
| Q3 2018 | $536,000 | +9.8% | 19,511 | +6.3% | 0.35% | +2.3% |
| Q2 2018 | $488,000 | +12.7% | 18,351 | +1.7% | 0.34% | +5.6% |
| Q1 2018 | $433,000 | -7.1% | 18,053 | +6.5% | 0.32% | -10.0% |
| Q4 2017 | $466,000 | – | 16,956 | – | 0.36% | – |
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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% |