JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 3 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,461,503 | +8.5% | 99,656 | +0.7% | 0.04% | +11.8% |
| Q2 2023 | $2,268,227 | +6.9% | 99,006 | +3.5% | 0.03% | 0.0% |
| Q1 2023 | $2,122,385 | +13.0% | 95,646 | +10.8% | 0.03% | +6.2% |
| Q4 2022 | $1,878,000 | +15.6% | 86,346 | +6.6% | 0.03% | +6.7% |
| Q3 2022 | $1,625,000 | +8.8% | 81,006 | +2.8% | 0.03% | +15.4% |
| Q2 2022 | $1,494,000 | +94.0% | 78,811 | +114.1% | 0.03% | +136.4% |
| Q1 2022 | $770,000 | – | 36,816 | – | 0.01% | – |
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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% |