JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 242 filers reported holding JPMORGAN CHASE & CO in Q1 2020. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,993,000 | -6.2% | 91,390 | +0.1% | 0.85% | -13.5% |
| Q3 2019 | $2,125,000 | +27.9% | 91,300 | +38.0% | 0.99% | +16.5% |
| Q2 2019 | $1,661,000 | +30.7% | 66,150 | +32.8% | 0.85% | +26.4% |
| Q1 2019 | $1,271,000 | +15.2% | 49,825 | +0.8% | 0.67% | +2.9% |
| Q4 2018 | $1,103,000 | -19.1% | 49,425 | -0.5% | 0.65% | -7.9% |
| Q3 2018 | $1,363,000 | +7.2% | 49,650 | +3.9% | 0.71% | +5.2% |
| Q2 2018 | $1,271,000 | – | 47,800 | – | 0.67% | – |
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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% |