JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 316 filers reported holding JPMORGAN CHASE & CO in Q1 2017. The put-call ratio across all filers is 0.13 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $163,000 | +5.8% | 8,135 | 0.0% | 0.02% | +23.5% |
| Q2 2022 | $154,000 | -17.2% | 8,135 | -8.4% | 0.02% | -15.0% |
| Q1 2022 | $186,000 | +31.0% | 8,885 | +11.3% | 0.02% | +33.3% |
| Q4 2021 | $142,000 | +36.5% | 7,985 | +39.6% | 0.02% | +25.0% |
| Q3 2021 | $104,000 | -18.8% | 5,720 | -12.3% | 0.01% | -14.3% |
| Q2 2021 | $128,000 | +43.8% | 6,520 | +21.3% | 0.01% | +7.7% |
| Q1 2021 | $89,000 | +709.1% | 5,375 | +525.0% | 0.01% | +333.3% |
| Q1 2020 | $11,000 | -98.5% | 860 | -97.6% | 0.00% | -98.2% |
| Q4 2019 | $716,000 | +90.4% | 35,238 | +157.2% | 0.17% | -50.7% |
| Q4 2017 | $376,000 | -16.3% | 13,701 | -13.8% | 0.34% | -16.2% |
| Q3 2017 | $449,000 | +2.5% | 15,896 | +6.8% | 0.41% | +44.8% |
| Q2 2017 | $438,000 | -2.7% | 14,886 | +6.9% | 0.28% | -13.5% |
| Q1 2017 | $450,000 | +3.4% | 13,931 | +1.2% | 0.32% | -11.9% |
| Q4 2016 | $435,000 | +1.4% | 13,771 | +1.1% | 0.37% | -35.0% |
| Q3 2016 | $429,000 | -0.7% | 13,621 | +0.2% | 0.57% | -0.2% |
| Q2 2016 | $432,000 | +114.9% | 13,591 | +96.2% | 0.57% | +101.8% |
| Q4 2015 | $201,000 | – | 6,927 | – | 0.28% | – |
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% |