JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 307 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $22,473,000 | -20.6% | 895,000 | -19.4% | 0.01% | -40.0% |
Q1 2019 | $28,316,000 | +18.6% | 1,110,000 | +3.7% | 0.01% | +11.1% |
Q4 2018 | $23,882,000 | -14.3% | 1,070,000 | +5.4% | 0.01% | 0.0% |
Q3 2018 | $27,872,000 | -1.1% | 1,015,000 | -4.2% | 0.01% | 0.0% |
Q2 2018 | $28,175,000 | +9.2% | 1,060,000 | -1.4% | 0.01% | -10.0% |
Q1 2018 | $25,800,000 | -19.5% | 1,075,000 | -7.9% | 0.01% | -16.7% |
Q4 2017 | $32,057,000 | +24.2% | 1,167,000 | +27.5% | 0.01% | +20.0% |
Q3 2017 | $25,821,000 | +21.6% | 915,000 | +28.0% | 0.01% | +42.9% |
Q2 2017 | $21,236,000 | +66.4% | 715,000 | +81.0% | 0.01% | +75.0% |
Q1 2017 | $12,759,000 | +41.1% | 395,000 | +38.1% | 0.00% | +33.3% |
Q4 2016 | $9,040,000 | +6.7% | 286,000 | +6.3% | 0.00% | 0.0% |
Q3 2016 | $8,474,000 | +43.2% | 269,000 | +44.6% | 0.00% | +50.0% |
Q2 2016 | $5,917,000 | +8.1% | 186,000 | -7.9% | 0.00% | 0.0% |
Q1 2016 | $5,472,000 | -87.1% | 202,000 | -77.9% | 0.00% | -88.2% |
Q4 2013 | $42,393,000 | -42.8% | 914,647 | -44.9% | 0.02% | -46.9% |
Q3 2013 | $74,093,000 | +71.1% | 1,661,271 | +78.9% | 0.03% | +60.0% |
Q2 2013 | $43,304,000 | – | 928,492 | – | 0.02% | – |
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% |