JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 277 filers reported holding JPMORGAN CHASE & CO in Q1 2014. The put-call ratio across all filers is 4.95 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $807,151 | -38.6% | 28,331 | -45.4% | 0.06% | -45.0% |
| Q4 2023 | $1,315,554 | +1.5% | 51,875 | -1.1% | 0.10% | -8.3% |
| Q3 2023 | $1,296,136 | +7.7% | 52,475 | -0.1% | 0.11% | +7.9% |
| Q2 2023 | $1,203,666 | -0.7% | 52,539 | -3.8% | 0.10% | -5.6% |
| Q1 2023 | $1,211,819 | -25.5% | 54,611 | -27.0% | 0.11% | -32.3% |
| Q4 2022 | $1,627,575 | +6.3% | 74,831 | -2.0% | 0.16% | -1.9% |
| Q3 2022 | $1,531,000 | +7.6% | 76,335 | +1.7% | 0.16% | +8.8% |
| Q2 2022 | $1,423,000 | -6.5% | 75,075 | +3.1% | 0.15% | +5.7% |
| Q1 2022 | $1,522,000 | +10.9% | 72,790 | -5.6% | 0.14% | +14.8% |
| Q4 2021 | $1,373,000 | +10.9% | 77,074 | +13.1% | 0.12% | +1.7% |
| Q3 2021 | $1,238,000 | -12.4% | 68,149 | -5.3% | 0.12% | -15.5% |
| Q2 2021 | $1,414,000 | +25.5% | 71,975 | -11.3% | 0.14% | +11.8% |
| Q4 2020 | $1,127,000 | -15.3% | 81,121 | -19.5% | 0.13% | -48.0% |
| Q2 2020 | $1,330,000 | -10.4% | 100,782 | +48.0% | 0.24% | -8.6% |
| Q4 2019 | $1,485,000 | -1.0% | 68,091 | +5.6% | 0.27% | -8.9% |
| Q3 2019 | $1,500,000 | -1.3% | 64,463 | +6.5% | 0.29% | -1.0% |
| Q2 2019 | $1,520,000 | +5.0% | 60,550 | +6.6% | 0.30% | +0.7% |
| Q1 2019 | $1,448,000 | +17.2% | 56,780 | +2.6% | 0.29% | +8.5% |
| Q4 2018 | $1,235,000 | -23.3% | 55,326 | -5.7% | 0.27% | -20.1% |
| Q3 2018 | $1,610,000 | +78.7% | 58,640 | +73.0% | 0.34% | +23.7% |
| Q2 2018 | $901,000 | -37.9% | 33,898 | -43.9% | 0.27% | -14.4% |
| Q1 2018 | $1,450,000 | +29.6% | 60,424 | +48.3% | 0.32% | +28.5% |
| Q4 2017 | $1,119,000 | +11.7% | 40,751 | +14.8% | 0.25% | +6.4% |
| Q3 2017 | $1,002,000 | +1.4% | 35,493 | +6.7% | 0.23% | -4.5% |
| Q2 2017 | $988,000 | +2.8% | 33,276 | +11.8% | 0.24% | -2.4% |
| Q1 2017 | $961,000 | -22.1% | 29,763 | -23.8% | 0.25% | -26.4% |
| Q4 2016 | $1,234,000 | +3.3% | 39,042 | +2.9% | 0.34% | +0.6% |
| Q3 2016 | $1,195,000 | -5.4% | 37,939 | -4.4% | 0.34% | -2.3% |
| Q2 2016 | $1,263,000 | +14.6% | 39,698 | -2.4% | 0.35% | +16.4% |
| Q1 2016 | $1,102,000 | +1.8% | 40,674 | +8.7% | 0.30% | +6.0% |
| Q4 2015 | $1,083,000 | -13.7% | 37,403 | -9.5% | 0.28% | -13.8% |
| Q3 2015 | $1,255,000 | -30.2% | 41,318 | -9.0% | 0.33% | -32.9% |
| Q2 2015 | $1,798,000 | -44.4% | 45,425 | -39.9% | 0.49% | -39.2% |
| Q1 2015 | $3,235,000 | -1.5% | 75,587 | +5.8% | 0.80% | -9.2% |
| Q4 2014 | $3,283,000 | -10.4% | 71,438 | +3.5% | 0.88% | -20.6% |
| Q3 2014 | $3,665,000 | +58.2% | 69,047 | +56.1% | 1.11% | +34.3% |
| Q2 2014 | $2,316,000 | +17.1% | 44,222 | +4.1% | 0.82% | -1.4% |
| Q1 2014 | $1,977,000 | +9.8% | 42,489 | +9.4% | 0.84% | -18.8% |
| Q4 2013 | $1,800,000 | -4.4% | 38,835 | -8.0% | 1.03% | -6.3% |
| Q3 2013 | $1,883,000 | -8.7% | 42,212 | -4.6% | 1.10% | -3.4% |
| Q2 2013 | $2,063,000 | – | 44,240 | – | 1.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fund Evaluation Group, LLC | 1,801,916 | $77,122,000 | 13.58% |
| VECTOR WEALTH MANAGEMENT, LLC | 286,793 | $12,275,000 | 9.97% |
| Stelac Advisory Services LLC | 764,212 | $32,482,000 | 8.93% |
| Klingman & Associates, LLC | 490,948 | $21,013,000 | 8.64% |
| Smith & Howard Wealth Management, LLC | 420,532 | $17,999,000 | 7.78% |
| Mosaic Financial Partners, Inc. | 236,950 | $10,141,000 | 6.93% |
| CIBC BANK USA | 890,779 | $38,125,000 | 6.72% |
| DOW CHEMICAL CO /DE/ | 1,740,090 | $74,476,000 | 6.60% |
| Financial Advisory Group | 301,712 | $12,913,000 | 6.28% |
| EVERMAY WEALTH MANAGEMENT LLC | 245,267 | $10,497,000 | 6.21% |