JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 169 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,800 | +7.8% | 14,000 | 0.0% | 0.15% | +12.3% |
| Q2 2023 | $320,740 | +3.2% | 14,000 | 0.0% | 0.13% | -3.7% |
| Q1 2023 | $310,660 | +101755.7% | 14,000 | 0.0% | 0.14% | -1.5% |
| Q4 2022 | $305 | -99.9% | 14,000 | 0.0% | 0.14% | -0.7% |
| Q3 2022 | $281,000 | +6.0% | 14,000 | 0.0% | 0.14% | +16.0% |
| Q2 2022 | $265,000 | -9.6% | 14,000 | 0.0% | 0.12% | +2.6% |
| Q1 2022 | $293,000 | – | 14,000 | – | 0.12% | – |
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% |