Gradient Investments LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 182 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.78 and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2022$457210.0%0.00%
Q3 2022$0210.0%0.00%
Q2 2022$0210.0%0.00%
Q1 2022$0210.0%0.00%
Q4 2021$0210.0%0.00%
Q3 2021$0210.0%0.00%
Q2 2021$0210.0%0.00%
Q1 2021$0210.0%0.00%
Q4 2020$0210.0%0.00%
Q3 2020$0210.0%0.00%
Q2 2020$0
-100.0%
21
-91.5%
0.00%
Q1 2020$2,000
-60.0%
2470.0%0.00%
Q4 2019$5,000247
+1076.2%
0.00%
Q3 2019$0
-100.0%
210.0%0.00%
Q2 2019$1,0000.0%210.0%0.00%
Q1 2019$1,000210.0%0.00%
Q4 2018$0
-100.0%
210.0%0.00%
Q3 2018$1,0000.0%210.0%0.00%
Q2 2018$1,0000.0%210.0%0.00%
Q1 2018$1,0000.0%210.0%0.00%
Q4 2017$1,0000.0%210.0%0.00%
Q2 2017$1,0000.0%210.0%0.00%
Q1 2017$1,000
-50.0%
21
-71.2%
0.00%
Q4 2016$2,000
+100.0%
73
+247.6%
0.00%
Q3 2016$1,0000.0%210.0%0.00%
Q2 2016$1,000
-94.4%
21
-96.7%
0.00%
-100.0%
Q1 2016$18,000
-5.3%
6460.0%0.00%
-33.3%
Q4 2015$19,000
-5.0%
6460.0%0.00%0.0%
Q3 2015$20,000
-23.1%
6460.0%0.00%
-25.0%
Q2 2015$26,000
+2500.0%
646
+2976.2%
0.00%
Q1 2015$1,0000.0%210.0%0.00%
Q4 2014$1,0000.0%210.0%0.00%
Q3 2014$1,0000.0%210.0%0.00%
Q2 2014$1,0000.0%210.0%0.00%
Q1 2014$1,0000.0%210.0%0.00%
Q4 2013$1,0000.0%210.0%0.00%
Q3 2013$1,0000.0%210.0%0.00%
Q2 2013$1,000210.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
NameSharesValueWeighting ↓
Fund Evaluation Group, LLC 2,001,992$60,841,00012.86%
SAGE FINANCIAL GROUP INC 1,088,940$33,093,00011.78%
Round Table Services, LLC 415,433$12,625,0009.28%
VECTOR WEALTH MANAGEMENT, LLC 342,951$10,296,0008.10%
Stelac Advisory Services LLC 875,141$26,295,0007.27%
Smith & Howard Wealth Management, LLC 427,277$12,985,0006.25%
Klingman & Associates, LLC 490,546$14,907,0005.85%
DOW CHEMICAL CO /DE/ 1,969,090$59,841,0005.05%
MCF Advisors LLC 611,809$18,593,0004.76%
Mosaic Financial Partners, Inc. 237,869$7,229,0004.61%
View complete list of JPMORGAN CHASE & CO shareholders