AVANTAX ADVISORY SERVICES, INC. - JPMORGAN CHASE & CO ownership

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
AVANTAX ADVISORY SERVICES, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$242,070
+7.1%
9,800
-0.6%
0.00%0.0%
Q2 2023$225,994
+3.2%
9,8640.0%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%
10,7180.0%0.00%0.0%
Q4 2021$191,000
-2.1%
10,7180.0%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%
10,8480.0%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$330,00012,9200.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2020
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 1,969,090$55,568,00013.81%
OXFORD FINANCIAL GROUP, LTD. LLC 620,535$17,511,00012.00%
BRIGHTON JONES LLC 3,020,995$85,252,00010.96%
CIBC BANK USA 2,485,527$70,142,0009.18%
SAGE FINANCIAL GROUP INC 1,408,133$39,738,0008.71%
FIDUCIARY COUNSELLING INC 86,004$2,427,0008.68%
BRR OpCo, LLC 918,103$25,908,0007.90%
Round Table Services, LLC 761,223$21,482,0007.67%
MARINER INVESTMENT GROUP LLC 390,000$11,006,0006.85%
Klingman & Associates, LLC 971,609$27,419,0006.75%
View complete list of JPMORGAN CHASE & CO shareholders