JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 212 filers reported holding JPMORGAN CHASE & CO in Q2 2020. The put-call ratio across all filers is 0.99 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,368,000 | -45.5% | 126,907 | -33.3% | 1.39% | -47.3% |
| Q2 2020 | $2,512,000 | -0.4% | 190,280 | -31.9% | 2.64% | -3.9% |
| Q1 2020 | $2,522,000 | -40.9% | 279,330 | +42.9% | 2.75% | -27.4% |
| Q4 2019 | $4,264,000 | -0.0% | 195,490 | +6.6% | 3.78% | -0.6% |
| Q3 2019 | $4,266,000 | -8.8% | 183,340 | -1.6% | 3.80% | -8.0% |
| Q2 2019 | $4,678,000 | +57.8% | 186,290 | +60.3% | 4.14% | +48.8% |
| Q1 2019 | $2,965,000 | +22.7% | 116,230 | +7.3% | 2.78% | +9.1% |
| Q4 2018 | $2,417,000 | -14.7% | 108,310 | +5.0% | 2.55% | -4.8% |
| Q3 2018 | $2,833,000 | -10.3% | 103,165 | -13.1% | 2.68% | -10.1% |
| Q2 2018 | $3,157,000 | +70.1% | 118,755 | +53.6% | 2.98% | +71.9% |
| Q1 2018 | $1,856,000 | -20.7% | 77,325 | -9.3% | 1.73% | -20.6% |
| Q4 2017 | $2,341,000 | +7.3% | 85,225 | +10.2% | 2.18% | +12.8% |
| Q3 2017 | $2,182,000 | -35.4% | 77,305 | -32.0% | 1.93% | -34.0% |
| Q2 2017 | $3,377,000 | -8.1% | 113,715 | 0.0% | 2.93% | +1.0% |
| Q1 2017 | $3,673,000 | -9.3% | 113,715 | -10.9% | 2.90% | -9.6% |
| Q4 2016 | $4,050,000 | +32.2% | 127,610 | +31.2% | 3.21% | +20.9% |
| Q3 2016 | $3,063,000 | -7.0% | 97,240 | -6.0% | 2.65% | -7.8% |
| Q2 2016 | $3,294,000 | +17.5% | 103,500 | 0.0% | 2.88% | +101.9% |
| Q1 2016 | $2,804,000 | -6.5% | 103,500 | 0.0% | 1.42% | -15.8% |
| Q4 2015 | $2,998,000 | – | 103,500 | – | 1.69% | – |
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% |