JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 307 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $81,485 | +4.8% | 3,431 | +1.1% | 0.00% | 0.0% |
| Q2 2023 | $77,745 | +5.5% | 3,394 | +1.2% | 0.00% | 0.0% |
| Q1 2023 | $73,706 | +2.2% | 3,353 | +1.1% | 0.00% | -20.0% |
| Q4 2022 | $72,130 | -47.4% | 3,316 | -44.8% | 0.01% | -50.0% |
| Q3 2022 | $137,000 | +90.3% | 6,002 | +59.0% | 0.01% | +66.7% |
| Q2 2022 | $72,000 | -12.2% | 3,774 | +1.1% | 0.01% | 0.0% |
| Q1 2022 | $82,000 | +70.8% | 3,734 | +41.1% | 0.01% | +20.0% |
| Q3 2021 | $48,000 | -7.7% | 2,647 | +1.0% | 0.01% | 0.0% |
| Q2 2021 | $52,000 | +20.9% | 2,622 | +0.9% | 0.01% | 0.0% |
| Q1 2021 | $43,000 | -18.9% | 2,599 | -31.4% | 0.01% | -28.6% |
| Q4 2020 | $53,000 | +29.3% | 3,789 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $41,000 | -18.0% | 3,789 | 0.0% | 0.01% | -25.0% |
| Q2 2020 | $50,000 | +47.1% | 3,789 | 0.0% | 0.01% | +33.3% |
| Q1 2020 | $34,000 | -95.6% | 3,789 | -89.4% | 0.01% | -95.0% |
| Q4 2019 | $779,000 | +8.5% | 35,721 | +15.7% | 0.12% | +0.8% |
| Q3 2019 | $718,000 | -7.0% | 30,865 | +0.4% | 0.12% | -20.3% |
| Q2 2019 | $772,000 | +25.7% | 30,757 | +27.7% | 0.15% | 0.0% |
| Q1 2019 | $614,000 | +29.0% | 24,077 | +12.8% | 0.15% | +21.3% |
| Q4 2018 | $476,000 | +48.3% | 21,345 | +82.3% | 0.12% | +67.1% |
| Q3 2018 | $321,000 | +2.2% | 11,707 | -1.0% | 0.07% | -7.6% |
| Q2 2018 | $314,000 | +10.2% | 11,828 | -0.5% | 0.08% | 0.0% |
| Q1 2018 | $285,000 | -12.6% | 11,893 | +0.1% | 0.08% | -12.2% |
| Q4 2017 | $326,000 | +6.2% | 11,878 | +9.1% | 0.09% | -29.1% |
| Q3 2017 | $307,000 | +23.8% | 10,891 | +30.7% | 0.13% | +8.5% |
| Q2 2017 | $248,000 | +451.1% | 8,335 | +482.9% | 0.12% | +368.0% |
| Q1 2017 | $45,000 | +18.4% | 1,430 | 0.0% | 0.02% | -3.8% |
| Q4 2016 | $38,000 | – | 1,430 | – | 0.03% | – |
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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% |