JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 305 filers reported holding JPMORGAN CHASE & CO in Q1 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,189 | +7.8% | 1,870 | 0.0% | 0.01% | +12.5% |
| Q2 2023 | $42,842 | +3.2% | 1,870 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $41,496 | +2.0% | 1,870 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $40,672 | +481.0% | 1,870 | +405.4% | 0.01% | +600.0% |
| Q3 2022 | $7,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 370 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -11.1% | 370 | -30.6% | 0.00% | -50.0% |
| Q4 2021 | $9,000 | -10.0% | 533 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 533 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 533 | -10.9% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | -37.5% | 598 | -47.7% | 0.00% | -50.0% |
| Q4 2020 | $16,000 | -36.0% | 1,144 | -50.5% | 0.00% | -42.9% |
| Q3 2020 | $25,000 | -37.5% | 2,309 | -23.1% | 0.01% | -36.4% |
| Q2 2020 | $40,000 | -9.1% | 3,002 | -38.3% | 0.01% | -26.7% |
| Q1 2020 | $44,000 | -91.1% | 4,868 | -78.5% | 0.02% | -86.0% |
| Q4 2019 | $495,000 | -95.1% | 22,685 | -94.7% | 0.11% | -95.3% |
| Q3 2019 | $10,024,000 | -10.3% | 430,755 | -3.2% | 2.26% | -10.7% |
| Q2 2019 | $11,179,000 | -1.9% | 445,207 | -0.3% | 2.52% | -5.4% |
| Q1 2019 | $11,392,000 | +25.8% | 446,572 | +10.1% | 2.67% | +9.9% |
| Q4 2018 | $9,055,000 | +162.8% | 405,702 | +223.3% | 2.43% | +186.5% |
| Q3 2018 | $3,446,000 | +6.0% | 125,497 | +2.6% | 0.85% | +10.6% |
| Q2 2018 | $3,251,000 | +46.0% | 122,316 | +31.9% | 0.77% | +35.6% |
| Q1 2018 | $2,226,000 | +63.4% | 92,765 | +87.1% | 0.56% | +42.7% |
| Q4 2017 | $1,362,000 | -7.1% | 49,570 | -4.6% | 0.40% | -16.3% |
| Q3 2017 | $1,466,000 | +3.7% | 51,965 | +9.1% | 0.47% | -9.0% |
| Q2 2017 | $1,414,000 | -8.1% | 47,621 | +0.0% | 0.52% | -15.2% |
| Q1 2017 | $1,538,000 | +39.1% | 47,615 | +36.1% | 0.61% | -1.0% |
| Q4 2016 | $1,106,000 | – | 34,981 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |