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 | $125,000 | -27.3% | 11,606 | -10.9% | 0.08% | -28.3% |
| Q2 2020 | $172,000 | +45.8% | 13,022 | -0.1% | 0.11% | +32.5% |
| Q1 2020 | $118,000 | -89.6% | 13,035 | -74.9% | 0.08% | -86.2% |
| Q4 2019 | $1,134,000 | +24.1% | 51,999 | +32.4% | 0.58% | +20.5% |
| Q3 2019 | $914,000 | -2.4% | 39,261 | +5.4% | 0.48% | +10.3% |
| Q2 2019 | $936,000 | -3.3% | 37,263 | -1.8% | 0.44% | -8.8% |
| Q1 2019 | $968,000 | -57.3% | 37,928 | -62.6% | 0.48% | -62.0% |
| Q4 2018 | $2,265,000 | +425.5% | 101,469 | +581.5% | 1.26% | +260.3% |
| Q4 2015 | $431,000 | – | 14,890 | – | 0.35% | – |
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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% |