JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 331 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $65 | -91.4% | 2,854 | -91.8% | 0.00% | -100.0% |
Q4 2022 | $753 | -99.6% | 34,658 | +265.2% | 0.00% | – |
Q2 2022 | $179,000 | +477.4% | 9,491 | +531.9% | 0.00% | – |
Q1 2022 | $31,000 | -53.7% | 1,502 | -60.3% | 0.00% | – |
Q4 2021 | $67,000 | +76.3% | 3,781 | +64.8% | 0.00% | – |
Q1 2021 | $38,000 | -80.8% | 2,294 | -83.9% | 0.00% | – |
Q4 2020 | $198,000 | +92.2% | 14,289 | +48.4% | 0.00% | – |
Q3 2020 | $103,000 | -38.0% | 9,631 | -23.5% | 0.00% | – |
Q2 2020 | $166,000 | +24.8% | 12,582 | -14.9% | 0.00% | – |
Q1 2020 | $133,000 | +31.7% | 14,777 | +286.9% | 0.00% | – |
Q2 2018 | $101,000 | +248.3% | 3,819 | +208.0% | 0.00% | -100.0% |
Q1 2018 | $29,000 | -78.0% | 1,240 | -74.2% | 0.00% | -83.3% |
Q4 2017 | $132,000 | -73.1% | 4,807 | -72.4% | 0.01% | -70.0% |
Q3 2017 | $490,000 | +260.3% | 17,395 | +277.7% | 0.02% | +233.3% |
Q2 2017 | $136,000 | -93.5% | 4,605 | -93.1% | 0.01% | -95.2% |
Q4 2016 | $2,108,000 | +21.8% | 66,708 | +22.6% | 0.13% | +8.6% |
Q2 2016 | $1,731,000 | +2.9% | 54,431 | -6.3% | 0.12% | -12.1% |
Q4 2015 | $1,682,000 | +83.0% | 58,086 | +92.0% | 0.13% | +97.0% |
Q3 2015 | $919,000 | +3069.0% | 30,248 | +3933.1% | 0.07% | +3250.0% |
Q2 2015 | $29,000 | -84.5% | 750 | -82.9% | 0.00% | -90.9% |
Q1 2015 | $187,000 | – | 4,383 | – | 0.02% | – |
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% |