Retirement Group, LLC - 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
Retirement Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$815
+7.8%
330.0%0.00%
Q2 2023$756
+75500.0%
330.0%0.00%
Q1 2023$10.0%330.0%0.00%
Q4 2022$1
-99.9%
330.0%0.00%
-100.0%
Q3 2022$1,0000.0%330.0%0.00%
Q2 2022$1,0000.0%330.0%0.00%
Q1 2022$1,0000.0%330.0%0.00%
Q4 2021$1,0000.0%330.0%0.00%
Q3 2021$1,0000.0%330.0%0.00%
Q2 2021$1,0000.0%330.0%0.00%
Q1 2021$1,000330.0%0.00%
Q4 2020$0330.0%0.00%
Q3 2020$0330.0%0.00%
Q2 2020$0
-100.0%
330.0%0.00%
-100.0%
Q4 2019$1,000330.00%
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