JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 184 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $974,539 | +56.4% | 39,455 | +45.1% | 0.00% | +100.0% |
| Q2 2023 | $622,923 | +105301.5% | 27,190 | +2.1% | 0.00% | -33.3% |
| Q1 2023 | $591 | -59.2% | 26,640 | -60.0% | 0.00% | -57.1% |
| Q4 2022 | $1,449 | -99.9% | 66,640 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $1,336,000 | +4.4% | 66,640 | -1.3% | 0.01% | 0.0% |
| Q2 2022 | $1,280,000 | -9.3% | 67,515 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,411,000 | +16.2% | 67,515 | -1.0% | 0.01% | +16.7% |
| Q4 2021 | $1,214,000 | -1.9% | 68,193 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $1,238,000 | -7.7% | 68,193 | -0.2% | 0.01% | -12.5% |
| Q2 2021 | $1,342,000 | +18.4% | 68,313 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,133,000 | +16.0% | 68,313 | -3.0% | 0.01% | +14.3% |
| Q4 2020 | $977,000 | +28.6% | 70,438 | -0.2% | 0.01% | 0.0% |
| Q3 2020 | $760,000 | +660.0% | 70,613 | +838.6% | 0.01% | +600.0% |
| Q2 2020 | $100,000 | +47.1% | 7,523 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $68,000 | -58.8% | 7,523 | -0.7% | 0.00% | -50.0% |
| Q4 2019 | $165,000 | -6.2% | 7,578 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $176,000 | -5.4% | 7,578 | +2.4% | 0.00% | -33.3% |
| Q2 2019 | $186,000 | -1.6% | 7,403 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $189,000 | +14.5% | 7,403 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $165,000 | -18.7% | 7,403 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $203,000 | +3.0% | 7,403 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $197,000 | +10.7% | 7,403 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $178,000 | – | 7,403 | – | 0.00% | – |
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% |