JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 290 filers reported holding JPMORGAN CHASE & CO in Q2 2019. The put-call ratio across all filers is 0.73 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $143,000 | +53.8% | 5,593 | +32.2% | 0.00% | – |
| Q4 2018 | $93,000 | -46.6% | 4,232 | -32.5% | 0.00% | -100.0% |
| Q3 2018 | $174,000 | -45.1% | 6,268 | -47.4% | 0.00% | 0.0% |
| Q2 2018 | $317,000 | +17.8% | 11,917 | +6.4% | 0.00% | 0.0% |
| Q1 2018 | $269,000 | -36.6% | 11,197 | -27.4% | 0.00% | 0.0% |
| Q4 2017 | $424,000 | +8.2% | 15,420 | +10.9% | 0.00% | 0.0% |
| Q3 2017 | $392,000 | -14.6% | 13,907 | -10.0% | 0.00% | -50.0% |
| Q2 2017 | $459,000 | -12.6% | 15,444 | -5.0% | 0.00% | 0.0% |
| Q1 2017 | $525,000 | -8.5% | 16,253 | -10.4% | 0.00% | -33.3% |
| Q4 2016 | $574,000 | -1.5% | 18,147 | -2.0% | 0.00% | 0.0% |
| Q3 2016 | $583,000 | +12.3% | 18,523 | +13.6% | 0.00% | 0.0% |
| Q2 2016 | $519,000 | +93.7% | 16,310 | +64.6% | 0.00% | +50.0% |
| Q1 2016 | $268,000 | -3.6% | 9,908 | +3.4% | 0.00% | 0.0% |
| Q4 2015 | $278,000 | +1885.7% | 9,584 | +2048.9% | 0.00% | – |
| Q3 2015 | $14,000 | -12.5% | 446 | +13.5% | 0.00% | – |
| Q2 2015 | $16,000 | -5.9% | 393 | -0.5% | 0.00% | – |
| Q1 2015 | $17,000 | – | 395 | – | 0.00% | – |
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% |