JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 309 filers reported holding JPMORGAN CHASE & CO in Q3 2018. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,923,765 | +36.5% | 226,380 | +25.9% | 0.00% | 0.0% |
| Q3 2022 | $3,606,000 | -12.9% | 179,740 | -17.7% | 0.00% | 0.0% |
| Q2 2022 | $4,139,000 | +1.5% | 218,300 | +11.9% | 0.00% | 0.0% |
| Q1 2022 | $4,078,000 | +17.4% | 195,020 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $3,473,000 | -10.4% | 195,020 | -8.5% | 0.00% | -50.0% |
| Q3 2021 | $3,874,000 | -86.0% | 213,230 | -83.2% | 0.00% | -87.5% |
| Q4 2019 | $27,672,000 | +40.9% | 1,268,776 | +50.3% | 0.02% | +33.3% |
| Q3 2019 | $19,644,000 | +147.2% | 844,170 | +166.8% | 0.01% | +140.0% |
| Q2 2019 | $7,945,000 | +23.8% | 316,422 | +25.8% | 0.01% | +25.0% |
| Q1 2019 | $6,418,000 | -21.5% | 251,574 | -31.4% | 0.00% | -33.3% |
| Q4 2018 | $8,180,000 | -5.4% | 366,499 | +16.4% | 0.01% | 0.0% |
| Q3 2018 | $8,645,000 | -3.6% | 314,814 | -6.7% | 0.01% | 0.0% |
| Q2 2018 | $8,969,000 | -5.1% | 337,439 | -14.3% | 0.01% | -14.3% |
| Q1 2018 | $9,453,000 | +30.8% | 393,865 | +49.7% | 0.01% | +40.0% |
| Q4 2017 | $7,229,000 | +12.8% | 263,155 | +15.9% | 0.01% | 0.0% |
| Q3 2017 | $6,407,000 | -40.5% | 227,020 | -37.4% | 0.01% | -37.5% |
| Q2 2017 | $10,764,000 | +122.4% | 362,432 | +141.9% | 0.01% | +100.0% |
| Q1 2017 | $4,839,000 | +104.7% | 149,811 | +100.4% | 0.00% | +100.0% |
| Q4 2016 | $2,364,000 | +2.2% | 74,772 | +1.8% | 0.00% | 0.0% |
| Q3 2016 | $2,314,000 | +73.7% | 73,472 | +59.8% | 0.00% | +100.0% |
| Q4 2015 | $1,332,000 | +702.4% | 45,972 | +1354.3% | 0.00% | – |
| Q2 2014 | $166,000 | – | 3,161 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fund Evaluation Group, LLC | 2,638,192 | $83,103,000 | 12.97% |
| FIDUCIARY COUNSELLING INC | 88,005 | $2,772,000 | 11.03% |
| SAGE FINANCIAL GROUP INC | 1,069,347 | $33,684,000 | 9.66% |
| BRR OpCo, LLC | 894,943 | $28,191,000 | 9.28% |
| VECTOR WEALTH MANAGEMENT, LLC | 394,772 | $12,435,000 | 8.52% |
| Klingman & Associates, LLC | 895,391 | $28,205,000 | 8.50% |
| CIBC BANK USA | 1,696,980 | $53,455,000 | 8.08% |
| DOW CHEMICAL CO /DE/ | 1,969,090 | $62,026,000 | 6.06% |
| FFT WEALTH MANAGEMENT LLC | 453,925 | $14,176,000 | 6.00% |
| Round Table Services, LLC | 307,864 | $9,698,000 | 5.79% |