JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 179 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,409 | +7.8% | 1,636 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $37,481 | +3.2% | 1,636 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $36,303 | +2.0% | 1,636 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $35,583 | +7.8% | 1,636 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $33,000 | +6.5% | 1,636 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | -8.8% | 1,636 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $34,000 | +17.2% | 1,636 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $29,000 | -3.3% | 1,636 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | +150.0% | 1,636 | +157.2% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | +9.1% | 636 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | +22.2% | 636 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | -95.8% | 636 | -96.1% | 0.00% | -94.1% |
| Q2 2020 | $214,000 | +46.6% | 16,215 | 0.0% | 0.02% | +21.4% |
| Q1 2020 | $146,000 | -51.2% | 16,215 | +18.4% | 0.01% | -36.4% |
| Q4 2019 | $299,000 | -6.3% | 13,690 | 0.0% | 0.02% | -12.0% |
| Q3 2019 | $319,000 | -7.3% | 13,690 | 0.0% | 0.02% | -7.4% |
| Q2 2019 | $344,000 | -3.1% | 13,690 | -1.7% | 0.03% | -3.6% |
| Q1 2019 | $355,000 | +14.5% | 13,925 | +0.4% | 0.03% | 0.0% |
| Q4 2018 | $310,000 | -21.3% | 13,875 | -3.2% | 0.03% | -9.7% |
| Q3 2018 | $394,000 | +1.5% | 14,340 | -1.9% | 0.03% | -6.1% |
| Q2 2018 | $388,000 | – | 14,615 | – | 0.03% | – |
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% |