JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 322 filers reported holding JPMORGAN CHASE & CO in Q1 2015. The put-call ratio across all filers is 3.74 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $208,000 | +2.5% | 6,430 | 0.0% | 0.01% | -11.1% |
| Q4 2016 | $203,000 | 0.0% | 6,430 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $203,000 | -1.0% | 6,430 | 0.0% | 0.01% | -10.0% |
| Q2 2016 | $205,000 | -11.6% | 6,430 | -15.6% | 0.01% | -9.1% |
| Q3 2015 | $232,000 | -33.7% | 7,620 | -13.8% | 0.01% | -31.2% |
| Q2 2015 | $350,000 | -14.2% | 8,840 | -7.3% | 0.02% | -11.1% |
| Q1 2015 | $408,000 | -18.2% | 9,540 | -12.2% | 0.02% | -18.2% |
| Q4 2014 | $499,000 | -16.3% | 10,865 | -3.2% | 0.02% | -15.4% |
| Q3 2014 | $596,000 | +1.7% | 11,225 | +0.4% | 0.03% | +4.0% |
| Q2 2014 | $586,000 | +20.8% | 11,185 | +7.4% | 0.02% | +13.6% |
| Q1 2014 | $485,000 | +0.4% | 10,415 | 0.0% | 0.02% | +29.4% |
| Q4 2013 | $483,000 | +3.9% | 10,415 | 0.0% | 0.02% | -5.6% |
| Q3 2013 | $465,000 | -3.3% | 10,415 | +1.0% | 0.02% | +5.9% |
| Q2 2013 | $481,000 | – | 10,315 | – | 0.02% | – |
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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% |