JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 277 filers reported holding JPMORGAN CHASE & CO in Q1 2014. The put-call ratio across all filers is 4.95 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2017 | $203,000 | -2.9% | 7,403 | 0.0% | 0.00% | -25.0% |
Q3 2017 | $209,000 | -5.0% | 7,403 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $220,000 | -7.9% | 7,403 | 0.0% | 0.00% | -20.0% |
Q1 2017 | $239,000 | +2.1% | 7,403 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $234,000 | +0.4% | 7,403 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $233,000 | -0.9% | 7,403 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $235,000 | +3.1% | 7,403 | -11.9% | 0.01% | +25.0% |
Q1 2016 | $228,000 | -6.2% | 8,403 | 0.0% | 0.00% | -20.0% |
Q4 2015 | $243,000 | -4.7% | 8,403 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $255,000 | -23.4% | 8,403 | 0.0% | 0.01% | -28.6% |
Q2 2015 | $333,000 | +77.1% | 8,403 | +90.8% | 0.01% | +75.0% |
Q1 2015 | $188,000 | -6.9% | 4,403 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $202,000 | -13.7% | 4,403 | 0.0% | 0.00% | -20.0% |
Q3 2014 | $234,000 | +1.3% | 4,403 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $231,000 | +12.7% | 4,403 | 0.0% | 0.01% | +25.0% |
Q1 2014 | $205,000 | +0.5% | 4,403 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $204,000 | +4.1% | 4,403 | 0.0% | 0.00% | -20.0% |
Q3 2013 | $196,000 | -12.5% | 4,403 | -8.3% | 0.01% | 0.0% |
Q2 2013 | $224,000 | – | 4,803 | – | 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% |