JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 296 filers reported holding JPMORGAN CHASE & CO in Q2 2015. The put-call ratio across all filers is 29.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,670,956 | +7.4% | 310,565 | -0.4% | 0.02% | +10.5% |
Q2 2023 | $7,145,446 | +2.7% | 311,892 | -0.5% | 0.02% | +11.8% |
Q1 2023 | $6,954,901 | +100201.4% | 313,425 | -1.7% | 0.02% | -5.6% |
Q4 2022 | $6,934 | -99.8% | 318,787 | +39.0% | 0.02% | +28.6% |
Q3 2022 | $4,601,000 | +6.2% | 229,345 | +0.4% | 0.01% | +16.7% |
Q2 2022 | $4,332,000 | -9.4% | 228,488 | -0.1% | 0.01% | 0.0% |
Q1 2022 | $4,780,000 | +1482.8% | 228,612 | +1248.8% | 0.01% | +1100.0% |
Q4 2021 | $302,000 | +45.2% | 16,949 | +47.7% | 0.00% | 0.0% |
Q3 2021 | $208,000 | -7.6% | 11,472 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $225,000 | -90.0% | 11,472 | -88.9% | 0.00% | -87.5% |
Q4 2019 | $2,255,000 | -65.0% | 103,375 | -62.7% | 0.01% | -68.0% |
Q3 2019 | $6,445,000 | -9.6% | 276,953 | -2.5% | 0.02% | -10.7% |
Q2 2019 | $7,132,000 | +16.2% | 284,011 | +18.0% | 0.03% | -22.2% |
Q1 2019 | $6,137,000 | +13.7% | 240,587 | -0.5% | 0.04% | -2.7% |
Q4 2018 | $5,399,000 | -21.3% | 241,900 | -1.1% | 0.04% | -14.0% |
Q3 2018 | $6,859,000 | +2.1% | 244,532 | -3.3% | 0.04% | -6.5% |
Q2 2018 | $6,721,000 | +14.2% | 252,844 | +3.1% | 0.05% | +12.2% |
Q1 2018 | $5,884,000 | -22.5% | 245,155 | -11.3% | 0.04% | -24.1% |
Q4 2017 | $7,591,000 | +73.7% | 276,348 | +78.4% | 0.05% | +63.6% |
Q3 2017 | $4,371,000 | +1.0% | 154,893 | +6.3% | 0.03% | -2.9% |
Q2 2017 | $4,326,000 | -34.7% | 145,647 | -29.0% | 0.03% | -37.0% |
Q1 2017 | $6,629,000 | +2.9% | 205,217 | +0.7% | 0.05% | -3.6% |
Q4 2016 | $6,445,000 | +75.5% | 203,884 | +74.9% | 0.06% | +69.7% |
Q3 2016 | $3,672,000 | +7.5% | 116,584 | +8.6% | 0.03% | +6.5% |
Q2 2016 | $3,416,000 | +667.6% | 107,384 | +553.8% | 0.03% | +675.0% |
Q1 2016 | $445,000 | -87.8% | 16,424 | -86.9% | 0.00% | -88.9% |
Q4 2015 | $3,640,000 | -15.2% | 125,640 | -11.0% | 0.04% | -21.7% |
Q3 2015 | $4,291,000 | -17.4% | 141,186 | +7.6% | 0.05% | -9.8% |
Q2 2015 | $5,195,000 | – | 131,190 | – | 0.05% | – |
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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% |