OXFORD FINANCIAL GROUP, LTD. LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 180 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$40,483
+7.8%
1,6390.0%0.00%
-25.0%
Q2 2023$37,549
+3.2%
1,6390.0%0.00%0.0%
Q1 2023$36,369
+17.3%
1,6390.0%0.00%
-20.0%
Q2 2022$31,000
+1450.0%
1,639
+1038.2%
0.01%
Q1 2021$2,000
-99.6%
144
-99.3%
0.00%
-100.0%
Q3 2019$461,000
-7.4%
19,8270.0%0.15%
-10.4%
Q2 2019$498,000
-42.0%
19,827
-41.1%
0.16%
-46.9%
Q1 2019$858,000
-88.9%
33,651
-90.3%
0.31%
-87.9%
Q4 2018$7,738,000
-55.8%
346,680
-44.1%
2.53%
-78.9%
Q3 2017$17,511,000
-3.4%
620,535
+1.7%
12.00%
-13.9%
Q2 2017$18,129,000
-4.4%
610,389
+4.0%
13.93%
-15.6%
Q1 2017$18,957,000
-1.5%
586,913
-3.6%
16.50%
-7.0%
Q4 2016$19,253,000609,07617.75%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
NameSharesValueWeighting ↓
FORTEM FINANCIAL GROUP, LLC 375,885$9,284,3605.44%
NICOLET BANKSHARES INC 333,920$8,247,8242.53%
Parkside Financial Bank & Trust 423,397$10,457,9002.42%
BRIGHTON JONES LLC 1,650,284$40,762,0162.07%
AlphaQ Advisors LLC 88,566$2,187,5801.90%
NOESIS CAPITAL MANGEMENT CORP 533,126$13,168,2161.73%
My Personal CFO, LLC 81,377$2,010,0191.62%
Arrow Investment Advisors, LLC 73,178$1,807,4971.44%
NICOLET ADVISORY SERVICES, LLC 547,156$12,994,9591.44%
Capital Advisory Group Advisory Services, LLC 94,310$2,329,4571.32%
View complete list of JPMORGAN CHASE & CO shareholders