JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 299 filers reported holding JPMORGAN CHASE & CO in Q4 2015. The put-call ratio across all filers is 0.06 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $3,026,000 | -21.9% | 99,571 | +1.8% | 0.07% | +38.8% |
| Q2 2015 | $3,873,000 | -12.1% | 97,796 | -5.0% | 0.05% | -15.5% |
| Q1 2015 | $4,406,000 | -3.5% | 102,926 | +3.6% | 0.06% | +48.7% |
| Q4 2014 | $4,566,000 | -15.2% | 99,376 | -2.0% | 0.04% | -15.2% |
| Q3 2014 | $5,384,000 | -1.0% | 101,421 | -2.4% | 0.05% | -79.9% |
| Q2 2014 | $5,440,000 | +16.1% | 103,871 | +3.2% | 0.23% | +10.6% |
| Q1 2014 | $4,684,000 | +5.0% | 100,629 | +4.6% | 0.21% | +83.2% |
| Q4 2013 | $4,461,000 | +1.0% | 96,249 | -2.8% | 0.11% | -11.7% |
| Q3 2013 | $4,415,000 | -4.3% | 98,984 | +0.1% | 0.13% | +93.9% |
| Q2 2013 | $4,612,000 | – | 98,879 | – | 0.07% | – |
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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% |