JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q2 2018. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $280,039 | +82507.4% | 12,620 | -19.1% | 0.03% | -19.4% |
Q4 2022 | $339 | -99.9% | 15,598 | -11.5% | 0.04% | -14.3% |
Q3 2022 | $354,000 | +39.4% | 17,624 | +31.5% | 0.04% | +50.0% |
Q2 2022 | $254,000 | +6.7% | 13,403 | +2.4% | 0.03% | +3.7% |
Q3 2021 | $238,000 | +13.9% | 13,095 | +37.0% | 0.03% | -53.4% |
Q4 2019 | $209,000 | -7.9% | 9,560 | -2.2% | 0.06% | -20.5% |
Q3 2019 | $227,000 | -5.0% | 9,771 | +2.6% | 0.07% | +2.8% |
Q2 2019 | $239,000 | -8.4% | 9,525 | -6.8% | 0.07% | -10.1% |
Q1 2019 | $261,000 | -1.1% | 10,225 | -13.5% | 0.08% | -2.5% |
Q4 2018 | $264,000 | -24.6% | 11,825 | -7.2% | 0.08% | +5.2% |
Q3 2018 | $350,000 | +1.7% | 12,745 | -1.7% | 0.08% | -7.2% |
Q2 2018 | $344,000 | -5.5% | 12,960 | -14.6% | 0.08% | +16.9% |
Q1 2018 | $364,000 | -17.8% | 15,171 | -5.8% | 0.07% | -32.4% |
Q4 2017 | $443,000 | -25.2% | 16,111 | -23.1% | 0.10% | -27.6% |
Q3 2017 | $592,000 | -94.3% | 20,961 | -90.5% | 0.14% | -96.0% |
Q2 2013 | $10,338,000 | – | 221,656 | – | 3.62% | – |
Download |
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% |