JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 283 filers reported holding JPMORGAN CHASE & CO in Q3 2015. The put-call ratio across all filers is 9.20 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $1,481,000 | -61.5% | 51,120 | -59.6% | 0.65% | -63.6% |
| Q3 2015 | $3,849,000 | -20.6% | 126,658 | +3.5% | 1.79% | -22.0% |
| Q2 2015 | $4,847,000 | -10.2% | 122,385 | -2.9% | 2.29% | -7.8% |
| Q1 2015 | $5,396,000 | -15.1% | 126,062 | -8.8% | 2.48% | -12.1% |
| Q4 2014 | $6,352,000 | -8.3% | 138,249 | +5.9% | 2.83% | -12.9% |
| Q3 2014 | $6,927,000 | -15.3% | 130,496 | -16.4% | 3.25% | -14.9% |
| Q2 2014 | $8,179,000 | -4.8% | 156,137 | -18.9% | 3.81% | -3.2% |
| Q1 2014 | $8,587,000 | – | 192,580 | – | 3.94% | – |
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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% |