JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 331 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $5,000 | -16.7% | 213 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | -45.5% | 213 | -46.8% | 0.00% | -50.0% |
| Q3 2017 | $11,000 | -35.3% | 400 | -27.3% | 0.00% | -50.0% |
| Q3 2016 | $17,000 | 0.0% | 550 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $17,000 | +13.3% | 550 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $15,000 | -6.2% | 550 | 0.0% | 0.00% | +33.3% |
| Q4 2015 | $16,000 | +60.0% | 550 | +59.4% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -28.6% | 345 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $14,000 | +180.0% | 345 | +187.5% | 0.00% | +200.0% |
| Q1 2015 | $5,000 | -85.3% | 120 | -83.9% | 0.00% | -88.9% |
| Q4 2014 | $34,000 | – | 745 | – | 0.01% | – |
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% |