JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 271 filers reported holding JPMORGAN CHASE & CO in Q3 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $1,132,000 | -3.7% | 45,063 | -2.2% | 0.51% | -9.7% |
Q1 2019 | $1,176,000 | +15.0% | 46,081 | +0.5% | 0.56% | -2.2% |
Q4 2018 | $1,023,000 | -19.8% | 45,842 | -1.3% | 0.58% | -9.1% |
Q3 2018 | $1,275,000 | +2.3% | 46,449 | -0.9% | 0.64% | -4.4% |
Q2 2018 | $1,246,000 | +8.0% | 46,891 | -2.5% | 0.66% | +6.9% |
Q1 2018 | $1,154,000 | -15.5% | 48,088 | -3.2% | 0.62% | -12.3% |
Q4 2017 | $1,365,000 | -54.9% | 49,683 | -53.6% | 0.71% | -57.6% |
Q3 2017 | $3,024,000 | +25.6% | 107,169 | +32.2% | 1.67% | +16.0% |
Q2 2017 | $2,407,000 | +30.7% | 81,036 | +42.2% | 1.44% | +18.0% |
Q1 2017 | $1,841,000 | +13.7% | 56,987 | +11.3% | 1.22% | +4.7% |
Q4 2016 | $1,619,000 | +8.3% | 51,224 | +7.9% | 1.16% | -4.4% |
Q3 2016 | $1,495,000 | +11.8% | 47,463 | +12.9% | 1.22% | +4.2% |
Q2 2016 | $1,337,000 | +64.3% | 42,027 | +39.9% | 1.17% | +19.0% |
Q1 2016 | $814,000 | -14.4% | 30,045 | -5.7% | 0.98% | -19.2% |
Q4 2015 | $951,000 | +4.2% | 31,854 | +6.0% | 1.22% | -4.9% |
Q3 2015 | $913,000 | -34.6% | 30,045 | -14.8% | 1.28% | -31.7% |
Q2 2015 | $1,397,000 | +0.5% | 35,276 | +8.6% | 1.87% | +7.8% |
Q1 2015 | $1,390,000 | +58.1% | 32,471 | +69.7% | 1.74% | +29.7% |
Q4 2014 | $879,000 | – | 19,135 | – | 1.34% | – |
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% |