Strategic Wealth Partners, Ltd. - JPMORGAN CHASE & CO ownership

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
Strategic Wealth Partners, Ltd. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
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$2,601,0000.0%119,2560.0%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$268,0009,8090.15%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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