JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 280 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.11 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,537 | -63.4% | 110,753 | -64.5% | 0.19% | -73.7% |
Q1 2023 | $6,926 | -98.5% | 312,111 | +1256.6% | 0.74% | +1654.8% |
Q3 2022 | $462,000 | -94.0% | 23,007 | -94.4% | 0.04% | -93.6% |
Q2 2022 | $7,743,000 | +294.8% | 408,374 | +270.9% | 0.66% | +227.4% |
Q4 2021 | $1,961,000 | -2.6% | 110,114 | -0.6% | 0.20% | +13.6% |
Q3 2021 | $2,013,000 | +270.0% | 110,804 | +300.4% | 0.18% | +234.0% |
Q2 2021 | $544,000 | -13.9% | 27,670 | -27.4% | 0.05% | +17.8% |
Q1 2021 | $632,000 | -73.5% | 38,087 | -82.8% | 0.04% | -89.0% |
Q3 2020 | $2,386,000 | +67.3% | 221,363 | +104.9% | 0.41% | +147.9% |
Q2 2020 | $1,426,000 | -79.1% | 108,016 | -65.4% | 0.16% | -75.0% |
Q4 2019 | $6,807,000 | -34.5% | 312,125 | -30.1% | 0.66% | -18.5% |
Q3 2019 | $10,396,000 | -16.3% | 446,757 | -9.7% | 0.81% | +11.4% |
Q2 2019 | $12,419,000 | +81.9% | 494,600 | +98.9% | 0.73% | +74.2% |
Q3 2018 | $6,829,000 | +181.0% | 248,674 | +172.0% | 0.42% | +290.7% |
Q2 2018 | $2,430,000 | -90.2% | 91,419 | -91.1% | 0.11% | -92.0% |
Q1 2018 | $24,712,000 | +6078.0% | 1,029,668 | +6979.7% | 1.33% | +6233.3% |
Q4 2017 | $400,000 | -86.9% | 14,544 | -86.6% | 0.02% | -86.2% |
Q3 2017 | $3,062,000 | +865.9% | 108,510 | +891.5% | 0.15% | +237.8% |
Q4 2015 | $317,000 | -91.1% | 10,944 | -87.9% | 0.04% | -85.8% |
Q2 2015 | $3,569,000 | +137.6% | 90,131 | +156.8% | 0.32% | +92.7% |
Q1 2015 | $1,502,000 | -33.6% | 35,092 | -28.7% | 0.16% | -40.6% |
Q4 2014 | $2,262,000 | -8.0% | 49,220 | +6.3% | 0.28% | +6.1% |
Q3 2014 | $2,458,000 | -75.0% | 46,307 | -75.3% | 0.26% | -79.6% |
Q2 2014 | $9,813,000 | -35.6% | 187,349 | -42.8% | 1.28% | -38.7% |
Q1 2014 | $15,232,000 | +30.1% | 327,279 | +29.6% | 2.10% | +79.0% |
Q4 2013 | $11,708,000 | -66.0% | 252,608 | -67.3% | 1.17% | -65.1% |
Q3 2013 | $34,416,000 | +687.6% | 771,662 | +724.4% | 3.36% | +701.2% |
Q2 2013 | $4,370,000 | – | 93,599 | – | 0.42% | – |
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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% |