Thomas J. Herzfeld Advisors, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 3 filers reported holding JPMORGAN CHASE & CO in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Thomas J. Herzfeld Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2016$81,000
-6.9%
3,0000.0%0.04%
+20.0%
Q4 2015$87,000
+190.0%
3,000
+200.0%
0.04%
+169.2%
Q3 2015$30,000
-25.0%
1,0000.0%0.01%
-23.5%
Q2 2015$40,000
-7.0%
1,0000.0%0.02%
-15.0%
Q1 2015$43,000
-6.5%
1,0000.0%0.02%
-13.0%
Q4 2014$46,0001,0000.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2024
NameSharesValueWeighting ↓
Arlington Partners LLC 766,719$20,379,00019.26%
BRIGHTON JONES LLC 3,215,051$85,456,00011.00%
CIBC BANK USA 2,494,699$66,309,0009.12%
FIDUCIARY COUNSELLING INC 86,004$2,286,0008.31%
Vishria Bird Financial Group, LLC 320,479$8,518,0007.90%
BRR OpCo, LLC 983,561$26,143,0007.25%
DOW CHEMICAL CO /DE/ 678,000$18,021,0006.49%
Klingman & Associates, LLC 867,905$23,069,0004.96%
EVERGREEN CAPITAL MANAGEMENT LLC 1,433,120$38,092,0003.58%
Stelac Advisory Services LLC 481,527$12,799,0003.54%
View complete list of JPMORGAN CHASE & CO shareholders