JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 179 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,909 | +6.0% | 10,563 | -1.7% | 0.01% | +11.1% |
| Q2 2023 | $246,193 | +3.2% | 10,746 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $238,456 | +2.0% | 10,746 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $233,728 | +3.4% | 10,746 | -4.8% | 0.01% | -11.1% |
| Q3 2022 | $226,000 | +5.6% | 11,283 | 0.0% | 0.01% | +28.6% |
| Q2 2022 | $214,000 | -9.3% | 11,283 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $236,000 | +67.4% | 11,283 | +5.6% | 0.01% | +16.7% |
| Q2 2020 | $141,000 | -51.0% | 10,687 | -19.1% | 0.01% | -50.0% |
| Q4 2019 | $288,000 | -10.0% | 13,213 | -4.0% | 0.01% | -20.0% |
| Q3 2019 | $320,000 | -32.5% | 13,768 | -27.1% | 0.02% | -37.5% |
| Q2 2019 | $474,000 | +130.1% | 18,886 | +263.0% | 0.02% | -14.3% |
| Q2 2015 | $206,000 | -29.5% | 5,203 | -23.9% | 0.03% | -28.2% |
| Q1 2015 | $292,000 | +9.0% | 6,833 | +17.3% | 0.04% | +11.4% |
| Q4 2014 | $268,000 | – | 5,827 | – | 0.04% | – |
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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% |