JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 182 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.78 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $202,439 | -5.0% | 9,123 | -15.8% | 0.03% | -55.1% |
| Q2 2021 | $213,000 | +16.4% | 10,839 | -1.8% | 0.07% | -5.5% |
| Q1 2021 | $183,000 | +13.7% | 11,040 | -4.5% | 0.07% | +7.4% |
| Q4 2020 | $161,000 | +18.4% | 11,557 | -8.1% | 0.07% | -1.4% |
| Q3 2020 | $136,000 | -76.3% | 12,581 | -71.0% | 0.07% | -76.7% |
| Q2 2020 | $573,000 | -78.0% | 43,442 | -63.6% | 0.30% | -78.2% |
| Q1 2020 | $2,601,000 | 0.0% | 119,256 | 0.0% | 1.36% | +0.1% |
| Q4 2019 | $2,601,000 | -99.4% | 119,256 | -19.1% | 1.35% | -34.9% |
| Q3 2019 | $404,325,000 | +12402.3% | 147,455 | +14.5% | 2.08% | +33.1% |
| Q2 2019 | $3,234,000 | +0.6% | 128,768 | +3.1% | 1.56% | +5.8% |
| Q1 2019 | $3,215,000 | +70.0% | 124,842 | +66.3% | 1.48% | +54.7% |
| Q4 2018 | $1,891,000 | +14.8% | 75,060 | +25.2% | 0.95% | +8.7% |
| Q3 2018 | $1,647,000 | +12.8% | 59,972 | +9.2% | 0.88% | +3.8% |
| Q2 2018 | $1,460,000 | +848.1% | 54,925 | +754.1% | 0.85% | +970.9% |
| Q1 2018 | $154,000 | -42.5% | 6,431 | -34.4% | 0.08% | -47.0% |
| Q4 2017 | $268,000 | – | 9,809 | – | 0.15% | – |
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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% |