JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 309 filers reported holding JPMORGAN CHASE & CO in Q3 2018. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $482,000 | -29.9% | 17,569 | -32.1% | 0.08% | -32.8% |
| Q2 2018 | $688,000 | -14.0% | 25,890 | -22.3% | 0.12% | -15.9% |
| Q1 2018 | $800,000 | -59.4% | 33,323 | -53.6% | 0.14% | -58.8% |
| Q4 2017 | $1,972,000 | -20.5% | 71,798 | -18.4% | 0.35% | -23.8% |
| Q3 2017 | $2,482,000 | -9.3% | 87,946 | -4.5% | 0.46% | -11.5% |
| Q2 2017 | $2,736,000 | -12.6% | 92,132 | -4.9% | 0.52% | -14.0% |
| Q1 2017 | $3,130,000 | +1.6% | 96,891 | -0.6% | 0.61% | -4.6% |
| Q4 2016 | $3,082,000 | -11.8% | 97,490 | -12.1% | 0.64% | -15.0% |
| Q3 2016 | $3,493,000 | -1.8% | 110,902 | -0.8% | 0.75% | -3.4% |
| Q2 2016 | $3,558,000 | +11.2% | 111,844 | -5.4% | 0.77% | +9.5% |
| Q1 2016 | $3,201,000 | -6.0% | 118,166 | +0.5% | 0.71% | -10.7% |
| Q4 2015 | $3,407,000 | -7.0% | 117,603 | -2.4% | 0.79% | -11.9% |
| Q3 2015 | $3,663,000 | -24.3% | 120,549 | -1.3% | 0.90% | -11.9% |
| Q2 2015 | $4,837,000 | -7.9% | 122,144 | -0.5% | 1.02% | -14.4% |
| Q1 2015 | $5,254,000 | -7.5% | 122,755 | -0.7% | 1.19% | -2.2% |
| Q4 2014 | $5,680,000 | -15.1% | 123,618 | -2.0% | 1.22% | -25.9% |
| Q3 2014 | $6,693,000 | +2.6% | 126,100 | +1.3% | 1.65% | +2.1% |
| Q2 2014 | $6,522,000 | +12.5% | 124,509 | 0.0% | 1.61% | -5.0% |
| Q1 2014 | $5,795,000 | -0.3% | 124,509 | -2.4% | 1.70% | -4.2% |
| Q4 2013 | $5,814,000 | – | 127,584 | – | 1.77% | – |
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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% |