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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $28,084 | +2.3% | 1,137 | -5.1% | 0.00% | 0.0% |
Q2 2023 | $27,446 | -4.7% | 1,198 | -7.7% | 0.00% | 0.0% |
Q1 2023 | $28,803 | -1.8% | 1,298 | -3.7% | 0.00% | 0.0% |
Q4 2022 | $29,319 | +8.6% | 1,348 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $27,000 | +3.8% | 1,348 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $26,000 | -7.1% | 1,348 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $28,000 | -41.7% | 1,348 | -50.0% | 0.00% | 0.0% |
Q4 2021 | $48,000 | +100.0% | 2,696 | +100.0% | 0.00% | 0.0% |
Q3 2021 | $24,000 | -7.7% | 1,348 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $26,000 | -39.5% | 1,348 | -47.5% | 0.00% | 0.0% |
Q1 2021 | $43,000 | -10.4% | 2,569 | -25.5% | 0.00% | -50.0% |
Q4 2020 | $48,000 | +23.1% | 3,449 | -5.0% | 0.00% | +100.0% |
Q3 2020 | $39,000 | -17.0% | 3,629 | 0.0% | 0.00% | -50.0% |
Q2 2020 | $47,000 | +11.9% | 3,629 | -21.3% | 0.00% | 0.0% |
Q1 2020 | $42,000 | -79.7% | 4,609 | -51.6% | 0.00% | -81.8% |
Q3 2019 | $207,000 | -27.6% | 9,519 | -16.2% | 0.01% | -31.2% |
Q2 2019 | $286,000 | -17.6% | 11,363 | -18.4% | 0.02% | -15.8% |
Q1 2019 | $347,000 | +7.1% | 13,918 | -4.2% | 0.02% | -9.5% |
Q4 2018 | $324,000 | -25.9% | 14,533 | -8.6% | 0.02% | -8.7% |
Q3 2018 | $437,000 | -4.2% | 15,899 | -7.2% | 0.02% | -4.2% |
Q2 2018 | $456,000 | +54.1% | 17,137 | +39.3% | 0.02% | +41.2% |
Q1 2018 | $296,000 | -13.5% | 12,303 | -1.2% | 0.02% | -10.5% |
Q4 2017 | $342,000 | -35.8% | 12,455 | -34.1% | 0.02% | -40.6% |
Q3 2017 | $533,000 | -10.4% | 18,905 | -5.8% | 0.03% | -11.1% |
Q2 2017 | $595,000 | -5.4% | 20,070 | +2.9% | 0.04% | -10.0% |
Q1 2017 | $629,000 | -7.8% | 19,502 | -9.6% | 0.04% | -9.1% |
Q4 2016 | $682,000 | +1.5% | 21,577 | +1.1% | 0.04% | 0.0% |
Q3 2016 | $672,000 | -4.1% | 21,352 | -3.2% | 0.04% | -6.4% |
Q2 2016 | $701,000 | +15.5% | 22,047 | -1.5% | 0.05% | +17.5% |
Q1 2016 | $607,000 | -49.7% | 22,387 | -46.3% | 0.04% | -51.2% |
Q4 2015 | $1,207,000 | -49.9% | 41,662 | -47.5% | 0.08% | -52.9% |
Q3 2015 | $2,410,000 | -35.4% | 79,312 | -15.8% | 0.17% | -29.3% |
Q2 2015 | $3,732,000 | -11.1% | 94,239 | -3.9% | 0.25% | -11.8% |
Q1 2015 | $4,199,000 | -11.9% | 98,110 | -5.4% | 0.28% | -14.7% |
Q4 2014 | $4,765,000 | -15.6% | 103,711 | -2.5% | 0.33% | -21.0% |
Q3 2014 | $5,647,000 | -0.5% | 106,402 | -1.8% | 0.41% | -0.5% |
Q2 2014 | $5,674,000 | +13.1% | 108,321 | +0.5% | 0.42% | +10.3% |
Q1 2014 | $5,016,000 | -5.4% | 107,770 | -5.8% | 0.38% | -6.7% |
Q4 2013 | $5,304,000 | +1.8% | 114,421 | -2.0% | 0.40% | -3.1% |
Q3 2013 | $5,208,000 | -3.5% | 116,770 | +0.9% | 0.42% | -8.6% |
Q2 2013 | $5,399,000 | – | 115,752 | – | 0.46% | – |
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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% |