JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 3 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $48,783 | +7.8% | 1,975 | 0.0% | 0.02% | +13.3% |
Q2 2023 | $45,248 | +3.2% | 1,975 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $43,826 | +9.6% | 1,975 | 0.0% | 0.02% | -6.2% |
Q3 2022 | $40,000 | +8.1% | 1,975 | 0.0% | 0.02% | +6.7% |
Q2 2022 | $37,000 | -9.8% | 1,975 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $41,000 | +17.1% | 1,975 | 0.0% | 0.02% | +7.1% |
Q4 2021 | $35,000 | -2.8% | 1,975 | 0.0% | 0.01% | -12.5% |
Q3 2021 | $36,000 | -7.7% | 1,975 | 0.0% | 0.02% | -5.9% |
Q2 2021 | $39,000 | +18.2% | 1,975 | 0.0% | 0.02% | +6.2% |
Q1 2021 | $33,000 | +22.2% | 1,975 | 0.0% | 0.02% | +60.0% |
Q4 2020 | $27,000 | +28.6% | 1,975 | 0.0% | 0.01% | +11.1% |
Q3 2020 | $21,000 | -19.2% | 1,975 | 0.0% | 0.01% | -30.8% |
Q2 2020 | $26,000 | +44.4% | 1,975 | 0.0% | 0.01% | +18.2% |
Q1 2020 | $18,000 | -58.1% | 1,975 | 0.0% | 0.01% | -42.1% |
Q4 2019 | $43,000 | -6.5% | 1,975 | 0.0% | 0.02% | -17.4% |
Q3 2019 | $46,000 | -8.0% | 1,975 | 0.0% | 0.02% | -11.5% |
Q2 2019 | $50,000 | -23.1% | 1,975 | -22.4% | 0.03% | -25.7% |
Q1 2019 | $65,000 | -34.3% | 2,546 | -42.5% | 0.04% | -34.0% |
Q4 2018 | $99,000 | -44.1% | 4,426 | -31.3% | 0.05% | -38.4% |
Q3 2018 | $177,000 | -4.8% | 6,441 | -8.1% | 0.09% | -21.1% |
Q2 2018 | $186,000 | +11.4% | 7,011 | +0.6% | 0.11% | +6.9% |
Q1 2018 | $167,000 | -12.1% | 6,968 | +0.5% | 0.10% | -12.1% |
Q4 2017 | $190,000 | -17.0% | 6,932 | -14.5% | 0.12% | -21.1% |
Q3 2017 | $229,000 | -4.6% | 8,107 | +0.5% | 0.15% | -8.7% |
Q2 2017 | $240,000 | -42.4% | 8,070 | -37.6% | 0.16% | -44.9% |
Q1 2017 | $417,000 | -34.2% | 12,923 | -35.6% | 0.29% | -39.4% |
Q4 2016 | $634,000 | – | 20,062 | – | 0.48% | – |
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% |