JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 307 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $17,400 | +8.8% | 800 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | -33.3% | 800 | -36.0% | 0.00% | -50.0% |
| Q2 2022 | $24,000 | -53.8% | 1,250 | -50.0% | 0.00% | -33.3% |
| Q1 2022 | $52,000 | +10.6% | 2,500 | -4.9% | 0.00% | 0.0% |
| Q4 2021 | $47,000 | -2.1% | 2,630 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $48,000 | -7.7% | 2,630 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $52,000 | +18.2% | 2,630 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $44,000 | -56.4% | 2,630 | -63.7% | 0.00% | -60.0% |
| Q4 2020 | $101,000 | +11.0% | 7,250 | -14.5% | 0.01% | +11.1% |
| Q3 2020 | $91,000 | +127.5% | 8,480 | +179.9% | 0.01% | +125.0% |
| Q2 2020 | $40,000 | +48.1% | 3,030 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $27,000 | -71.0% | 3,030 | -29.2% | 0.00% | -62.5% |
| Q4 2019 | $93,000 | +17.7% | 4,280 | +25.9% | 0.01% | +14.3% |
| Q3 2019 | $79,000 | +83.7% | 3,400 | +100.0% | 0.01% | +75.0% |
| Q2 2019 | $43,000 | 0.0% | 1,700 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $43,000 | -28.3% | 1,700 | -37.0% | 0.00% | -42.9% |
| Q4 2018 | $60,000 | +22.4% | 2,700 | +50.0% | 0.01% | +16.7% |
| Q3 2018 | $49,000 | -92.3% | 1,800 | -92.5% | 0.01% | -92.3% |
| Q2 2018 | $635,000 | +10.6% | 23,900 | 0.0% | 0.08% | -2.5% |
| Q1 2018 | $574,000 | -26.7% | 23,900 | -16.1% | 0.08% | -36.5% |
| Q4 2017 | $783,000 | -2.6% | 28,500 | 0.0% | 0.13% | -6.7% |
| Q3 2017 | $804,000 | +70.3% | 28,500 | +79.2% | 0.14% | +46.7% |
| Q2 2017 | $472,000 | -8.2% | 15,900 | 0.0% | 0.09% | -9.8% |
| Q1 2017 | $514,000 | -90.7% | 15,900 | -50.0% | 0.10% | -2.9% |
| Q4 2016 | $5,529,000 | – | 31,800 | – | 0.10% | – |
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% |