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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $302,000 | -1.0% | 13,843 | +5.7% | 0.00% | -20.0% |
| Q3 2019 | $305,000 | -87.4% | 13,098 | -86.4% | 0.01% | -85.7% |
| Q2 2019 | $2,424,000 | +3.8% | 96,516 | +5.4% | 0.04% | -2.8% |
| Q1 2019 | $2,335,000 | -10.7% | 91,546 | -21.9% | 0.04% | -23.4% |
| Q4 2018 | $2,615,000 | +225.2% | 117,161 | +299.9% | 0.05% | +235.7% |
| Q3 2018 | $804,000 | +22.0% | 29,296 | +18.2% | 0.01% | 0.0% |
| Q2 2018 | $659,000 | -63.7% | 24,784 | -67.3% | 0.01% | -63.2% |
| Q1 2018 | $1,817,000 | -11.8% | 75,718 | +1.0% | 0.04% | -2.6% |
| Q4 2017 | $2,060,000 | -6.8% | 74,986 | -4.2% | 0.04% | -15.2% |
| Q3 2017 | $2,210,000 | -36.8% | 78,314 | -33.5% | 0.05% | -31.3% |
| Q2 2017 | $3,498,000 | – | 117,779 | – | 0.07% | – |
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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% |