JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 3 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49 | +6.5% | 2 | 0.0% | 0.00% | – |
| Q2 2023 | $46 | +253.8% | 2 | -99.7% | 0.00% | – |
| Q1 2023 | $13 | +8.3% | 574 | +7.3% | 0.00% | – |
| Q4 2022 | $12 | -99.9% | 535 | +21.3% | 0.00% | – |
| Q3 2022 | $9,000 | +80.0% | 441 | +74.3% | 0.00% | – |
| Q2 2022 | $5,000 | -28.6% | 253 | -28.9% | 0.00% | – |
| Q1 2022 | $7,000 | -12.5% | 356 | -20.0% | 0.00% | – |
| Q4 2021 | $8,000 | +166.7% | 445 | +194.7% | 0.00% | – |
| Q3 2021 | $3,000 | +200.0% | 151 | +51.0% | 0.00% | – |
| Q4 2020 | $1,000 | -88.9% | 100 | -87.8% | 0.00% | – |
| Q3 2020 | $9,000 | -40.0% | 821 | -28.5% | 0.00% | -100.0% |
| Q2 2020 | $15,000 | -48.3% | 1,148 | -64.8% | 0.00% | -50.0% |
| Q1 2020 | $29,000 | +11.5% | 3,265 | +178.8% | 0.00% | 0.0% |
| Q4 2019 | $26,000 | +1200.0% | 1,171 | +1071.0% | 0.00% | – |
| Q3 2019 | $2,000 | -88.2% | 100 | -84.1% | 0.00% | -100.0% |
| Q4 2017 | $17,000 | +466.7% | 628 | +528.0% | 0.00% | – |
| Q3 2017 | $3,000 | -50.0% | 100 | -50.0% | 0.00% | -100.0% |
| Q2 2017 | $6,000 | -33.3% | 200 | -29.8% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | +125.0% | 285 | +102.1% | 0.00% | – |
| Q3 2016 | $4,000 | -20.0% | 141 | +41.0% | 0.00% | – |
| Q4 2014 | $5,000 | – | 100 | – | 0.00% | – |
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% |