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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,883,201 | +5.3% | 78,109 | +0.5% | 0.63% | +3.4% |
Q2 2023 | $1,788,106 | -3.9% | 77,744 | -7.8% | 0.61% | -8.1% |
Q1 2023 | $1,860,986 | -31.6% | 84,284 | -27.3% | 0.66% | -45.3% |
Q4 2022 | $2,719,813 | +12.4% | 115,885 | -0.3% | 1.22% | -0.3% |
Q3 2022 | $2,419,000 | +10.0% | 116,288 | +1.3% | 1.22% | +8.6% |
Q2 2022 | $2,199,000 | -18.1% | 114,757 | -5.8% | 1.12% | -9.1% |
Q1 2022 | $2,684,000 | +21.2% | 121,868 | +4.9% | 1.24% | +36.8% |
Q4 2021 | $2,215,000 | +9.5% | 116,216 | +11.5% | 0.90% | +30.5% |
Q3 2021 | $2,022,000 | +17.9% | 104,197 | +8.7% | 0.69% | +10.0% |
Q2 2021 | $1,715,000 | -32.2% | 95,874 | -35.6% | 0.63% | -38.3% |
Q1 2021 | $2,531,000 | +12.7% | 148,799 | +0.1% | 1.02% | +9.3% |
Q4 2020 | $2,245,000 | +59.4% | 148,695 | +22.4% | 0.93% | +1.1% |
Q3 2020 | $1,408,000 | +13.3% | 121,491 | +28.9% | 0.92% | +26.8% |
Q2 2020 | $1,243,000 | – | 94,232 | – | 0.73% | – |
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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% |