JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 271 filers reported holding JPMORGAN CHASE & CO in Q4 2013. The put-call ratio across all filers is 43.69 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $400,000 | +3.9% | 14,563 | +6.7% | 0.00% | 0.0% |
| Q3 2017 | $385,000 | -12.3% | 13,648 | -7.5% | 0.00% | -33.3% |
| Q2 2017 | $439,000 | -15.9% | 14,760 | -8.6% | 0.00% | 0.0% |
| Q1 2017 | $522,000 | -31.0% | 16,140 | -32.6% | 0.00% | -40.0% |
| Q4 2016 | $757,000 | -58.9% | 23,941 | -59.0% | 0.01% | -58.3% |
| Q3 2016 | $1,841,000 | -21.0% | 58,446 | -20.2% | 0.01% | -25.0% |
| Q2 2016 | $2,329,000 | +10.0% | 73,223 | -6.3% | 0.02% | +14.3% |
| Q1 2016 | $2,117,000 | -37.1% | 78,168 | -32.8% | 0.01% | -36.4% |
| Q4 2015 | $3,368,000 | -23.2% | 116,252 | -19.4% | 0.02% | -26.7% |
| Q3 2015 | $4,383,000 | -27.3% | 144,225 | -5.2% | 0.03% | -16.7% |
| Q2 2015 | $6,025,000 | -13.8% | 152,149 | -6.8% | 0.04% | -18.2% |
| Q1 2015 | $6,989,000 | -16.8% | 163,287 | -10.7% | 0.04% | -17.0% |
| Q4 2014 | $8,398,000 | -13.9% | 182,764 | -0.5% | 0.05% | -15.9% |
| Q3 2014 | $9,749,000 | +2110.7% | 183,670 | +2081.9% | 0.06% | +250.0% |
| Q2 2014 | $441,000 | +12.5% | 8,418 | 0.0% | 0.02% | +12.5% |
| Q1 2014 | $392,000 | +0.5% | 8,418 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $390,000 | +4.0% | 8,418 | 0.0% | 0.02% | -11.1% |
| Q3 2013 | $375,000 | -4.6% | 8,418 | 0.0% | 0.02% | -5.3% |
| Q2 2013 | $393,000 | – | 8,418 | – | 0.02% | – |
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% |