JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 322 filers reported holding JPMORGAN CHASE & CO in Q1 2015. The put-call ratio across all filers is 3.74 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $255,000 | -7.6% | 14,030 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $276,000 | -15.1% | 14,030 | -28.4% | 0.01% | -21.4% |
| Q1 2021 | $325,000 | -9.7% | 19,590 | -24.5% | 0.01% | -12.5% |
| Q4 2020 | $360,000 | -52.3% | 25,937 | -62.9% | 0.02% | -54.3% |
| Q3 2020 | $754,000 | -35.7% | 69,988 | -21.1% | 0.04% | -41.7% |
| Q2 2020 | $1,172,000 | +30.9% | 88,756 | -10.5% | 0.06% | +9.1% |
| Q1 2020 | $895,000 | -92.1% | 99,155 | -80.9% | 0.06% | -90.2% |
| Q4 2019 | $11,316,000 | +5237.7% | 518,833 | +10356.1% | 0.56% | +3011.1% |
| Q1 2015 | $212,000 | – | 4,962 | – | 0.02% | – |
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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% |