JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $143,210 | +15.1% | 6,251 | +11.5% | 0.02% | +22.2% |
| Q1 2023 | $124,397 | +2.0% | 5,606 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $121,931 | +8.9% | 5,606 | 0.0% | 0.02% | -57.8% |
| Q3 2022 | $112,000 | -57.3% | 5,606 | -59.5% | 0.04% | -48.3% |
| Q2 2022 | $262,000 | -9.3% | 13,834 | 0.0% | 0.09% | +6.1% |
| Q1 2022 | $289,000 | -83.8% | 13,834 | -86.2% | 0.08% | -82.9% |
| Q4 2021 | $1,788,000 | -83.7% | 100,408 | -83.3% | 0.48% | -84.8% |
| Q3 2021 | $10,956,000 | -9.5% | 602,999 | -2.1% | 3.15% | -24.9% |
| Q2 2021 | $12,101,000 | -27.7% | 615,852 | -38.9% | 4.20% | -31.4% |
| Q1 2021 | $16,727,000 | +28.8% | 1,008,242 | +7.9% | 6.12% | +2.4% |
| Q4 2020 | $12,983,000 | +32.1% | 934,713 | +2.5% | 5.98% | +11.0% |
| Q3 2020 | $9,830,000 | -14.0% | 911,842 | +5.3% | 5.39% | -16.0% |
| Q2 2020 | $11,428,000 | +11.7% | 865,775 | -23.6% | 6.42% | +20.5% |
| Q1 2020 | $10,231,000 | -42.5% | 1,132,998 | +38.8% | 5.32% | -51.2% |
| Q4 2019 | $17,801,000 | +31.2% | 816,194 | +40.0% | 10.92% | +26.8% |
| Q3 2019 | $13,569,000 | +43.8% | 583,100 | +55.2% | 8.62% | +104.0% |
| Q2 2019 | $9,436,000 | +6.9% | 375,806 | +8.6% | 4.22% | -33.1% |
| Q1 2019 | $8,824,000 | +40.1% | 345,915 | +22.6% | 6.31% | +54.1% |
| Q4 2018 | $6,298,000 | -68.7% | 282,167 | -61.5% | 4.10% | -71.1% |
| Q3 2018 | $20,116,000 | -1.3% | 732,541 | -4.5% | 14.16% | -26.5% |
| Q2 2018 | $20,379,000 | +4.4% | 766,719 | -5.7% | 19.26% | +4.7% |
| Q1 2018 | $19,519,000 | -0.1% | 813,278 | +14.4% | 18.39% | -8.6% |
| Q4 2017 | $19,535,000 | – | 711,128 | – | 20.12% | – |
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% |