JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 329 filers reported holding JPMORGAN CHASE & CO in Q4 2017. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $252 | -26.7% | 10,216 | -32.0% | 0.00% | -50.0% |
Q2 2023 | $344 | -1.1% | 15,032 | -4.3% | 0.00% | 0.0% |
Q1 2023 | $348 | +2.1% | 15,702 | +0.0% | 0.00% | 0.0% |
Q4 2022 | $341 | -99.9% | 15,696 | +15.0% | 0.00% | 0.0% |
Q3 2022 | $274,000 | -7.4% | 13,648 | -12.7% | 0.00% | 0.0% |
Q2 2022 | $296,000 | -12.2% | 15,625 | -3.1% | 0.00% | 0.0% |
Q1 2022 | $337,000 | +24.4% | 16,121 | +5.9% | 0.00% | +100.0% |
Q4 2021 | $271,000 | -1.8% | 15,218 | +0.2% | 0.00% | 0.0% |
Q3 2021 | $276,000 | +25.5% | 15,188 | +35.9% | 0.00% | 0.0% |
Q2 2021 | $220,000 | +4.8% | 11,174 | -11.7% | 0.00% | 0.0% |
Q1 2021 | $210,000 | +7.1% | 12,656 | -10.3% | 0.00% | 0.0% |
Q4 2020 | $196,000 | -13.3% | 14,103 | -32.8% | 0.00% | -50.0% |
Q3 2020 | $226,000 | -45.7% | 20,990 | -33.4% | 0.00% | -33.3% |
Q2 2020 | $416,000 | +55.8% | 31,527 | +6.7% | 0.00% | 0.0% |
Q1 2020 | $267,000 | -63.9% | 29,554 | -12.8% | 0.00% | -50.0% |
Q4 2019 | $739,000 | -5.1% | 33,898 | +1.3% | 0.01% | -14.3% |
Q3 2019 | $779,000 | -8.4% | 33,462 | -1.1% | 0.01% | -12.5% |
Q2 2019 | $850,000 | -27.5% | 33,850 | -26.3% | 0.01% | -27.3% |
Q1 2019 | $1,172,000 | +6.7% | 45,946 | -6.6% | 0.01% | -8.3% |
Q4 2018 | $1,098,000 | +2.7% | 49,174 | +26.3% | 0.01% | +20.0% |
Q3 2018 | $1,069,000 | +29.4% | 38,931 | +25.3% | 0.01% | +11.1% |
Q2 2018 | $826,000 | -0.8% | 31,076 | -10.5% | 0.01% | 0.0% |
Q1 2018 | $833,000 | -15.7% | 34,725 | -3.4% | 0.01% | -25.0% |
Q4 2017 | $988,000 | -9.8% | 35,952 | -7.4% | 0.01% | -20.0% |
Q3 2017 | $1,095,000 | -19.2% | 38,805 | -15.0% | 0.02% | -25.0% |
Q2 2017 | $1,356,000 | -3.1% | 45,670 | +5.4% | 0.02% | -16.7% |
Q1 2017 | $1,400,000 | +2.3% | 43,329 | +0.1% | 0.02% | -7.7% |
Q4 2016 | $1,368,000 | -7.8% | 43,272 | -8.2% | 0.03% | -7.1% |
Q3 2016 | $1,484,000 | -20.5% | 47,116 | -19.7% | 0.03% | -30.0% |
Q2 2016 | $1,867,000 | +47.9% | 58,698 | +26.0% | 0.04% | +37.9% |
Q1 2016 | $1,262,000 | -9.1% | 46,586 | -2.8% | 0.03% | -12.1% |
Q4 2015 | $1,389,000 | -35.2% | 47,943 | -32.0% | 0.03% | -45.9% |
Q3 2015 | $2,143,000 | -30.1% | 70,526 | -9.0% | 0.06% | -28.2% |
Q2 2015 | $3,068,000 | -19.3% | 77,468 | -12.8% | 0.08% | -21.3% |
Q1 2015 | $3,800,000 | -12.7% | 88,790 | -6.3% | 0.11% | -20.0% |
Q4 2014 | $4,355,000 | -22.3% | 94,784 | -10.3% | 0.14% | -18.2% |
Q3 2014 | $5,606,000 | +14.4% | 105,610 | +12.9% | 0.16% | -3.5% |
Q2 2014 | $4,900,000 | +18.1% | 93,546 | +4.9% | 0.17% | +8.9% |
Q1 2014 | $4,150,000 | -0.7% | 89,163 | -1.1% | 0.16% | -8.2% |
Q4 2013 | $4,179,000 | +5.6% | 90,158 | +1.6% | 0.17% | -1.2% |
Q3 2013 | $3,956,000 | -11.6% | 88,708 | -7.6% | 0.17% | -23.8% |
Q2 2013 | $4,475,000 | – | 95,954 | – | 0.23% | – |
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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% |