JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 188 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,000 | 0.0% | 160 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | +100.0% | 160 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -66.7% | 160 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | -25.0% | 160 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 160 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | -75.0% | 160 | -73.9% | 0.00% | -100.0% |
| Q1 2019 | $16,000 | +14.3% | 612 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -26.3% | 612 | -10.9% | 0.00% | 0.0% |
| Q3 2018 | $19,000 | +5.6% | 687 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $18,000 | +12.5% | 687 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $16,000 | -15.8% | 687 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | -26.9% | 687 | -26.7% | 0.00% | -33.3% |
| Q3 2017 | $26,000 | -7.1% | 937 | 0.0% | 0.00% | -25.0% |
| Q2 2017 | $28,000 | -6.7% | 937 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $30,000 | -9.1% | 937 | -9.6% | 0.00% | -20.0% |
| Q4 2016 | $33,000 | -25.0% | 1,037 | -26.5% | 0.01% | -28.6% |
| Q3 2016 | $44,000 | -2.2% | 1,410 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $45,000 | -21.1% | 1,410 | -32.5% | 0.01% | -22.2% |
| Q1 2016 | $57,000 | – | 2,088 | – | 0.01% | – |
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% |