JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 335 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,344,261 | +36.7% | 54,424 | +26.8% | 0.04% | +38.5% |
| Q2 2023 | $983,708 | +14.0% | 42,938 | +10.4% | 0.03% | +8.3% |
| Q1 2023 | $863,115 | +8.0% | 38,897 | +5.8% | 0.02% | -4.0% |
| Q4 2022 | $799,390 | +4896.2% | 36,754 | +4437.5% | 0.02% | +2400.0% |
| Q2 2021 | $16,000 | +14.3% | 810 | -18.3% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +55.6% | 991 | +25.3% | 0.00% | – |
| Q3 2020 | $9,000 | +28.6% | 791 | 0.0% | 0.00% | – |
| Q1 2020 | $7,000 | +133.3% | 791 | +587.8% | 0.00% | – |
| Q4 2019 | $3,000 | -91.7% | 115 | -92.1% | 0.00% | -100.0% |
| Q3 2019 | $36,000 | 0.0% | 1,450 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $36,000 | -28.0% | 1,450 | -26.0% | 0.00% | -50.0% |
| Q1 2019 | $50,000 | -85.3% | 1,960 | -87.1% | 0.00% | -86.7% |
| Q4 2018 | $339,000 | +33800.0% | 15,190 | +50533.3% | 0.03% | – |
| Q3 2018 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | -66.7% | 30 | -68.1% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 94 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | -97.4% | 94 | -97.4% | 0.00% | -100.0% |
| Q1 2017 | $116,000 | – | 3,579 | +35690.0% | 0.02% | – |
| Q3 2016 | $0 | -100.0% | 10 | -91.7% | 0.00% | -100.0% |
| Q4 2014 | $5,000 | – | 121 | – | 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% |