JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 249 filers reported holding JPMORGAN CHASE & CO in Q3 2013. The put-call ratio across all filers is 17.78 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $206,000 | -32.2% | 8,067 | -23.2% | 0.02% | -82.5% |
| Q4 2015 | $304,000 | +8.6% | 10,500 | +14.2% | 0.14% | -4.9% |
| Q3 2015 | $280,000 | -55.2% | 9,198 | -41.8% | 0.14% | -48.4% |
| Q2 2015 | $625,000 | -37.1% | 15,795 | -31.9% | 0.28% | -37.3% |
| Q1 2015 | $993,000 | -51.4% | 23,190 | -47.9% | 0.44% | -60.2% |
| Q4 2014 | $2,045,000 | -2.9% | 44,498 | +12.2% | 1.12% | -5.7% |
| Q3 2014 | $2,106,000 | -39.6% | 39,674 | -40.4% | 1.18% | -39.2% |
| Q2 2014 | $3,488,000 | +1.8% | 66,599 | -9.5% | 1.95% | -7.8% |
| Q1 2014 | $3,425,000 | -12.8% | 73,587 | -13.2% | 2.11% | -17.7% |
| Q4 2013 | $3,930,000 | -1.8% | 84,784 | -5.5% | 2.57% | -2.4% |
| Q3 2013 | $4,004,000 | -8.4% | 89,766 | -4.3% | 2.63% | -20.4% |
| Q2 2013 | $4,373,000 | +62.4% | 93,765 | +58.3% | 3.30% | +55.7% |
| Q1 2013 | $2,693,000 | -23.1% | 59,218 | -36.4% | 2.12% | -46.1% |
| Q4 2012 | $3,503,000 | – | 93,165 | – | 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% |