JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 309 filers reported holding JPMORGAN CHASE & CO in Q2 2017. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | -92.3% | 30 | -92.9% | 0.00% | -100.0% |
| Q3 2016 | $13,000 | -27.8% | 420 | -25.3% | 0.00% | -25.0% |
| Q2 2016 | $18,000 | -41.9% | 562 | -51.0% | 0.00% | -42.9% |
| Q1 2016 | $31,000 | +63.2% | 1,147 | +77.3% | 0.01% | +75.0% |
| Q4 2015 | $19,000 | -71.2% | 647 | -70.0% | 0.00% | -75.0% |
| Q3 2015 | $66,000 | -22.4% | 2,157 | 0.0% | 0.02% | -15.8% |
| Q2 2015 | $85,000 | -7.6% | 2,157 | 0.0% | 0.02% | -9.5% |
| Q1 2015 | $92,000 | -7.1% | 2,157 | 0.0% | 0.02% | -12.5% |
| Q4 2014 | $99,000 | -16.1% | 2,157 | -3.1% | 0.02% | -14.3% |
| Q3 2014 | $118,000 | -27.2% | 2,227 | -36.4% | 0.03% | -31.7% |
| Q4 2013 | $162,000 | -15.6% | 3,502 | -19.0% | 0.04% | -41.4% |
| Q3 2013 | $192,000 | -27.3% | 4,324 | -23.6% | 0.07% | -4.1% |
| Q2 2013 | $264,000 | – | 5,657 | – | 0.07% | – |
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% |