JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 329 filers reported holding JPMORGAN CHASE & CO in Q4 2017. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $122,484 | -0.5% | 5,520 | -2.4% | 0.01% | 0.0% |
Q4 2022 | $123,061 | -11.5% | 5,658 | -18.7% | 0.01% | -22.2% |
Q3 2022 | $139,000 | -52.4% | 6,960 | -54.7% | 0.01% | -55.0% |
Q2 2022 | $292,000 | -1.4% | 15,380 | +8.7% | 0.02% | +11.1% |
Q1 2022 | $296,000 | +169.1% | 14,149 | +129.4% | 0.02% | +157.1% |
Q4 2021 | $110,000 | -61.7% | 6,169 | -60.9% | 0.01% | -65.0% |
Q3 2021 | $287,000 | -16.6% | 15,779 | -9.8% | 0.02% | -20.0% |
Q2 2021 | $344,000 | +224.5% | 17,489 | +174.2% | 0.02% | +177.8% |
Q1 2021 | $106,000 | -63.6% | 6,378 | -69.6% | 0.01% | -65.4% |
Q4 2020 | $291,000 | +12.4% | 20,950 | -12.9% | 0.03% | +44.4% |
Q3 2020 | $259,000 | +6.1% | 24,057 | +114.5% | 0.02% | -41.9% |
Q4 2019 | $244,000 | -11.9% | 11,213 | -5.7% | 0.03% | -31.1% |
Q3 2019 | $277,000 | +100.7% | 11,896 | +93.0% | 0.04% | +28.6% |
Q4 2018 | $138,000 | -96.7% | 6,164 | -96.0% | 0.04% | -94.8% |
Q3 2018 | $4,220,000 | +1510.7% | 153,679 | +1553.9% | 0.67% | +993.4% |
Q3 2017 | $262,000 | – | 9,292 | – | 0.06% | – |
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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% |