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 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2023 | $4,261 | +3.2% | 186 | 0.0% | 0.00% | – |
| Q1 2023 | $4,127 | +2.0% | 186 | 0.0% | 0.00% | -100.0% |
| Q4 2022 | $4,046 | -98.9% | 186 | -98.4% | 0.00% | -98.2% |
| Q4 2016 | $366,000 | -70.7% | 11,594 | -70.8% | 0.06% | -69.6% |
| Q3 2016 | $1,249,000 | +344.5% | 39,661 | +348.0% | 0.18% | +320.9% |
| Q2 2016 | $281,000 | -58.8% | 8,853 | -60.6% | 0.04% | -63.6% |
| Q3 2015 | $682,000 | -91.5% | 22,448 | -89.0% | 0.12% | -89.8% |
| Q2 2015 | $8,053,000 | -7.8% | 203,356 | -0.3% | 1.16% | +0.1% |
| Q1 2015 | $8,732,000 | -7.8% | 204,024 | -1.0% | 1.16% | -7.4% |
| Q4 2014 | $9,474,000 | -21.8% | 206,166 | -9.7% | 1.25% | -24.6% |
| Q3 2014 | $12,119,000 | +1.8% | 228,316 | +0.5% | 1.66% | +3.9% |
| Q2 2014 | $11,903,000 | +11.7% | 227,236 | -0.8% | 1.60% | +1.1% |
| Q1 2014 | $10,657,000 | +0.9% | 228,974 | +0.5% | 1.58% | -8.3% |
| Q4 2013 | $10,564,000 | – | 227,906 | – | 1.72% | – |
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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% |