JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 212 filers reported holding JPMORGAN CHASE & CO in Q2 2020. The put-call ratio across all filers is 0.99 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $242,070 | +7.1% | 9,800 | -0.6% | 0.00% | 0.0% |
Q2 2023 | $225,994 | +3.2% | 9,864 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $218,891 | +4.2% | 9,864 | +2.1% | 0.00% | 0.0% |
Q4 2022 | $210,049 | -5.4% | 9,657 | -9.9% | 0.00% | 0.0% |
Q1 2022 | $222,000 | +16.2% | 10,718 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $191,000 | -2.1% | 10,718 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $195,000 | -8.0% | 10,718 | -0.6% | 0.00% | -25.0% |
Q2 2021 | $212,000 | +18.4% | 10,778 | -0.6% | 0.00% | 0.0% |
Q1 2021 | $179,000 | +20.1% | 10,848 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $149,000 | -5.1% | 10,848 | -25.5% | 0.00% | +33.3% |
Q3 2020 | $157,000 | -7.6% | 14,570 | +13.0% | 0.00% | -40.0% |
Q2 2020 | $170,000 | -54.4% | 12,890 | -24.9% | 0.01% | -44.4% |
Q4 2019 | $373,000 | +4.8% | 17,171 | +12.1% | 0.01% | -35.7% |
Q3 2019 | $356,000 | +0.6% | 15,312 | +8.5% | 0.01% | -12.5% |
Q2 2019 | $354,000 | +7.3% | 14,110 | +9.2% | 0.02% | -11.1% |
Q1 2019 | $330,000 | – | 12,920 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |