JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 192 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,002 | -99.6% | 46,085 | +200.5% | 0.03% | +285.7% |
| Q4 2021 | $273,000 | +89.6% | 15,337 | +15.4% | 0.01% | 0.0% |
| Q3 2020 | $144,000 | -49.7% | 13,285 | -38.6% | 0.01% | -50.0% |
| Q2 2020 | $286,000 | +46.7% | 21,647 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $195,000 | -94.4% | 21,647 | -86.4% | 0.01% | -92.6% |
| Q4 2019 | $3,484,000 | +540.4% | 159,738 | +555.0% | 0.16% | +307.5% |
| Q4 2018 | $544,000 | +22.0% | 24,388 | +76.7% | 0.04% | +5.3% |
| Q1 2017 | $446,000 | -89.5% | 13,802 | -89.7% | 0.04% | -90.6% |
| Q4 2016 | $4,241,000 | +5.3% | 134,181 | +4.9% | 0.41% | +3.3% |
| Q3 2016 | $4,029,000 | -26.5% | 127,915 | -25.7% | 0.39% | -30.1% |
| Q2 2016 | $5,480,000 | – | 172,269 | – | 0.56% | – |
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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% |