TFO Wealth Partners, LLC - JPMORGAN CHASE & CO ownership

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
TFO Wealth Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2022$60,881
+407.3%
454
-24.3%
0.01%
+366.7%
Q3 2022$12,000
+9.1%
6000.0%0.00%
+50.0%
Q2 2022$11,000
-15.4%
6000.0%0.00%
-33.3%
Q1 2022$13,0000.0%600
-22.1%
0.00%
+50.0%
Q4 2021$13,000
-7.1%
7700.0%0.00%
-33.3%
Q3 2021$14,000
-6.7%
7700.0%0.00%0.0%
Q2 2021$15,000
-21.1%
770
-32.8%
0.00%
-50.0%
Q1 2021$19,000
+18.8%
1,1450.0%0.01%
+20.0%
Q4 2020$16,000
-40.7%
1,145
-55.0%
0.01%
-50.0%
Q3 2020$27,000
-20.6%
2,5460.0%0.01%
-23.1%
Q2 2020$34,000
+54.5%
2,5460.0%0.01%
+44.4%
Q1 2020$22,000
-53.2%
2,546
+17.3%
0.01%
-79.1%
Q4 2019$47,0002,1710.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2020
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 1,969,090$55,568,00013.81%
OXFORD FINANCIAL GROUP, LTD. LLC 620,535$17,511,00012.00%
BRIGHTON JONES LLC 3,020,995$85,252,00010.96%
CIBC BANK USA 2,485,527$70,142,0009.18%
SAGE FINANCIAL GROUP INC 1,408,133$39,738,0008.71%
FIDUCIARY COUNSELLING INC 86,004$2,427,0008.68%
BRR OpCo, LLC 918,103$25,908,0007.90%
Round Table Services, LLC 761,223$21,482,0007.67%
MARINER INVESTMENT GROUP LLC 390,000$11,006,0006.85%
Klingman & Associates, LLC 971,609$27,419,0006.75%
View complete list of JPMORGAN CHASE & CO shareholders