JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 316 filers reported holding JPMORGAN CHASE & CO in Q1 2017. The put-call ratio across all filers is 0.13 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $210,000 | -91.2% | 9,417 | -89.1% | 0.00% | -91.7% |
| Q3 2018 | $2,373,000 | -34.9% | 86,434 | -37.0% | 0.01% | -40.0% |
| Q2 2018 | $3,646,000 | -52.3% | 137,149 | -56.9% | 0.02% | -53.5% |
| Q1 2018 | $7,645,000 | -45.8% | 318,528 | -38.0% | 0.04% | -47.6% |
| Q4 2017 | $14,116,000 | +249.7% | 513,875 | +259.3% | 0.08% | +241.7% |
| Q3 2017 | $4,037,000 | +17.8% | 143,026 | +24.0% | 0.02% | +14.3% |
| Q2 2017 | $3,427,000 | -23.8% | 115,388 | -17.1% | 0.02% | -27.6% |
| Q1 2017 | $4,499,000 | +25.8% | 139,271 | +23.0% | 0.03% | +38.1% |
| Q4 2016 | $3,576,000 | -10.9% | 113,212 | -11.2% | 0.02% | -16.0% |
| Q3 2016 | $4,013,000 | -11.4% | 127,478 | -10.5% | 0.02% | -10.7% |
| Q2 2016 | $4,531,000 | -5.5% | 142,496 | -19.5% | 0.03% | -6.7% |
| Q1 2016 | $4,794,000 | -27.9% | 177,015 | -22.9% | 0.03% | -26.8% |
| Q4 2015 | $6,651,000 | -20.1% | 229,625 | -16.1% | 0.04% | -26.8% |
| Q3 2015 | $8,319,000 | -51.5% | 273,797 | -36.8% | 0.06% | -49.1% |
| Q2 2015 | $17,161,000 | -18.8% | 433,416 | -12.2% | 0.11% | -19.1% |
| Q1 2015 | $21,125,000 | -14.3% | 493,614 | -8.0% | 0.14% | -18.6% |
| Q4 2014 | $24,659,000 | -21.0% | 536,676 | -8.8% | 0.17% | -23.7% |
| Q3 2014 | $31,220,000 | -4.7% | 588,191 | -6.0% | 0.22% | -3.5% |
| Q2 2014 | $32,758,000 | +6.5% | 625,428 | -5.4% | 0.23% | +100.9% |
| Q1 2014 | $30,771,000 | +1.5% | 661,226 | +1.0% | 0.11% | -4.2% |
| Q4 2013 | $30,330,000 | -10.9% | 654,400 | -14.3% | 0.12% | -11.3% |
| Q3 2013 | $34,053,000 | -4.9% | 763,557 | -0.5% | 0.13% | -15.8% |
| Q2 2013 | $35,807,000 | – | 767,769 | – | 0.16% | – |
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% |