JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $732,133 | +41.9% | 29,641 | +27.5% | 0.05% | +20.0% |
| Q1 2023 | $516,051 | +29.2% | 23,256 | +26.6% | 0.04% | +21.2% |
| Q4 2022 | $399,461 | +24.1% | 18,366 | +14.5% | 0.03% | -2.9% |
| Q3 2022 | $322,000 | +9.2% | 16,041 | +3.2% | 0.03% | +25.9% |
| Q2 2022 | $295,000 | +38.5% | 15,543 | +32.5% | 0.03% | +50.0% |
| Q3 2021 | $213,000 | -28.8% | 11,730 | -22.9% | 0.02% | -30.8% |
| Q2 2021 | $299,000 | -51.9% | 15,207 | -37.6% | 0.03% | -92.3% |
| Q1 2019 | $622,000 | -44.1% | 24,379 | -51.1% | 0.34% | -54.8% |
| Q4 2018 | $1,113,000 | – | 49,870 | – | 0.74% | – |
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% |