JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 280 filers reported holding JPMORGAN CHASE & CO in Q1 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $26,000 | -13.3% | 1,313 | -27.6% | 0.01% | -16.7% |
| Q1 2021 | $30,000 | +20.0% | 1,813 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $25,000 | +8.7% | 1,813 | -14.4% | 0.01% | 0.0% |
| Q3 2020 | $23,000 | -17.9% | 2,118 | 0.0% | 0.01% | -28.6% |
| Q2 2020 | $28,000 | +47.4% | 2,118 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $19,000 | -58.7% | 2,118 | 0.0% | 0.01% | -45.5% |
| Q4 2019 | $46,000 | -6.1% | 2,118 | 0.0% | 0.01% | -15.4% |
| Q3 2019 | $49,000 | -12.5% | 2,118 | -4.5% | 0.01% | -13.3% |
| Q2 2019 | $56,000 | -12.5% | 2,218 | -11.9% | 0.02% | -16.7% |
| Q1 2019 | $64,000 | +14.3% | 2,518 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $56,000 | -25.3% | 2,518 | -7.8% | 0.02% | -18.2% |
| Q3 2018 | $75,000 | -17.6% | 2,731 | -20.4% | 0.02% | -21.4% |
| Q2 2018 | $91,000 | +5.8% | 3,431 | -4.2% | 0.03% | +3.7% |
| Q1 2018 | $86,000 | -12.2% | 3,583 | 0.0% | 0.03% | -12.9% |
| Q4 2017 | $98,000 | -3.0% | 3,583 | 0.0% | 0.03% | -8.8% |
| Q3 2017 | $101,000 | -16.5% | 3,583 | -12.2% | 0.03% | -20.9% |
| Q2 2017 | $121,000 | -8.3% | 4,083 | 0.0% | 0.04% | -12.2% |
| Q1 2017 | $132,000 | +2.3% | 4,083 | 0.0% | 0.05% | -2.0% |
| Q4 2016 | $129,000 | 0.0% | 4,083 | 0.0% | 0.05% | -10.7% |
| Q3 2016 | $129,000 | -0.8% | 4,083 | 0.0% | 0.06% | -3.4% |
| Q2 2016 | $130,000 | +12.1% | 4,083 | -4.7% | 0.06% | 0.0% |
| Q1 2016 | $116,000 | -14.7% | 4,283 | -8.5% | 0.06% | -17.1% |
| Q4 2015 | $136,000 | -9.3% | 4,683 | -5.3% | 0.07% | -14.6% |
| Q3 2015 | $150,000 | -26.8% | 4,944 | -4.5% | 0.08% | -21.2% |
| Q2 2015 | $205,000 | -7.7% | 5,179 | 0.0% | 0.10% | -8.0% |
| Q1 2015 | $222,000 | -6.7% | 5,179 | 0.0% | 0.11% | -9.6% |
| Q4 2014 | $238,000 | +11.2% | 5,179 | +28.6% | 0.12% | +5.0% |
| Q3 2014 | $214,000 | +5.4% | 4,027 | 0.0% | 0.12% | +1.7% |
| Q2 2014 | $203,000 | +3960.0% | 4,027 | +3735.2% | 0.12% | +3800.0% |
| Q1 2014 | $5,000 | – | 105 | – | 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% |