JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 296 filers reported holding JPMORGAN CHASE & CO in Q3 2016. The put-call ratio across all filers is 0.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $356,505 | +69.8% | 16,066 | +140.4% | 0.01% | +33.3% |
| Q3 2016 | $210,000 | -73.0% | 6,682 | -72.7% | 0.01% | -73.9% |
| Q2 2016 | $778,000 | +150.2% | 24,472 | +264.5% | 0.02% | +130.0% |
| Q4 2013 | $311,000 | -58.8% | 6,714 | -60.3% | 0.01% | -63.0% |
| Q3 2013 | $754,000 | -6.5% | 16,911 | -2.1% | 0.03% | -12.9% |
| Q2 2013 | $806,000 | – | 17,271 | – | 0.03% | – |
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% |