JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 172 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,302,505 | +7.8% | 52,733 | 0.0% | 0.72% | +9.7% |
Q2 2023 | $1,208,113 | +3.2% | 52,733 | 0.0% | 0.66% | +8.6% |
Q1 2023 | $1,170,145 | +1.0% | 52,733 | -1.0% | 0.60% | -3.8% |
Q4 2022 | $1,158,383 | -15.5% | 53,259 | -22.1% | 0.63% | -24.1% |
Q3 2022 | $1,371,000 | +0.7% | 68,359 | -4.7% | 0.83% | +7.4% |
Q2 2022 | $1,361,000 | -9.3% | 71,759 | 0.0% | 0.77% | +6.5% |
Q1 2022 | $1,500,000 | -58.1% | 71,759 | -64.3% | 0.72% | -52.3% |
Q4 2021 | $3,578,000 | -1.2% | 200,878 | +0.8% | 1.52% | -5.6% |
Q3 2021 | $3,620,000 | -7.5% | 199,246 | 0.0% | 1.61% | -15.1% |
Q2 2021 | $3,915,000 | +18.5% | 199,246 | 0.0% | 1.90% | +15.8% |
Q1 2021 | $3,305,000 | +17.9% | 199,246 | -1.3% | 1.64% | -15.0% |
Q4 2020 | $2,804,000 | +24.0% | 201,866 | -3.8% | 1.93% | +3.6% |
Q3 2020 | $2,262,000 | -18.3% | 209,866 | 0.0% | 1.86% | -27.4% |
Q2 2020 | $2,770,000 | +41.2% | 209,866 | -3.4% | 2.56% | +32.1% |
Q1 2020 | $1,962,000 | -62.4% | 217,244 | -9.2% | 1.94% | -47.5% |
Q4 2019 | $5,219,000 | -3.3% | 239,314 | +3.2% | 3.70% | -7.7% |
Q3 2019 | $5,398,000 | -8.3% | 231,975 | -1.1% | 4.01% | -4.6% |
Q2 2019 | $5,888,000 | -11.0% | 234,475 | -9.6% | 4.20% | -11.7% |
Q1 2019 | $6,614,000 | +22.0% | 259,256 | +6.7% | 4.76% | +21.9% |
Q4 2018 | $5,423,000 | -15.1% | 242,947 | +4.4% | 3.90% | -7.5% |
Q3 2018 | $6,387,000 | -10.5% | 232,597 | -13.3% | 4.22% | +26.8% |
Q2 2018 | $7,134,000 | +7.6% | 268,424 | -2.8% | 3.33% | +0.4% |
Q1 2018 | $6,628,000 | -10.3% | 276,165 | +2.6% | 3.32% | -12.7% |
Q4 2017 | $7,391,000 | +88.4% | 269,065 | +93.6% | 3.80% | +67.8% |
Q3 2017 | $3,922,000 | +40.0% | 138,980 | +47.4% | 2.26% | -0.8% |
Q2 2017 | $2,801,000 | +82.0% | 94,300 | +97.9% | 2.28% | +67.4% |
Q1 2017 | $1,539,000 | +8.2% | 47,661 | +5.9% | 1.36% | +0.1% |
Q4 2016 | $1,422,000 | – | 44,991 | – | 1.36% | – |
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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% |