WEALTHCARE CAPITAL MANAGEMENT LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q2 2018. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.

Quarter-by-quarter ownership
WEALTHCARE CAPITAL MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2020$22,000
-97.3%
2,415
-93.5%
0.00%
-96.9%
Q4 2019$814,000
-3.1%
37,303
+3.3%
0.10%
-5.8%
Q3 2019$840,000
-22.0%
36,103
-15.8%
0.10%
-30.9%
Q2 2019$1,077,000
-10.3%
42,894
-8.9%
0.15%
-12.9%
Q1 2019$1,201,000
+21.8%
47,095
+6.6%
0.17%
+12.5%
Q4 2018$986,000
-23.9%
44,185
-6.4%
0.15%0.0%
Q3 2018$1,296,000
+3.8%
47,212
+0.6%
0.15%
+7.0%
Q2 2018$1,248,000
+15.9%
46,945
+4.6%
0.14%
+15.4%
Q1 2018$1,077,000
+16.2%
44,887
+33.0%
0.12%
+18.3%
Q4 2017$927,000
-23.5%
33,741
-21.4%
0.10%
-22.4%
Q3 2017$1,211,000
-16.1%
42,927
-11.7%
0.13%
-18.8%
Q2 2017$1,444,000
-3.7%
48,629
+4.8%
0.16%
+0.6%
Q1 2017$1,499,000
+199.2%
46,418
+192.8%
0.16%
+182.8%
Q4 2016$501,000
+16.0%
15,854
+15.7%
0.06%
+18.4%
Q3 2016$432,000
+1.6%
13,704
+2.6%
0.05%0.0%
Q2 2016$425,000
+3169.2%
13,362
+4399.0%
0.05%
+2350.0%
Q1 2015$13,0002970.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2018
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 1,969,090$55,568,00013.81%
OXFORD FINANCIAL GROUP, LTD. LLC 620,535$17,511,00012.00%
BRIGHTON JONES LLC 3,020,995$85,252,00010.96%
CIBC BANK USA 2,485,527$70,142,0009.18%
SAGE FINANCIAL GROUP INC 1,408,133$39,738,0008.71%
FIDUCIARY COUNSELLING INC 86,004$2,427,0008.68%
BRR OpCo, LLC 918,103$25,908,0007.90%
Round Table Services, LLC 761,223$21,482,0007.67%
MARINER INVESTMENT GROUP LLC 390,000$11,006,0006.85%
Klingman & Associates, LLC 971,609$27,419,0006.75%
View complete list of JPMORGAN CHASE & CO shareholders