JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | +50.0% | 160 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | -86.7% | 160 | -88.2% | 0.00% | -75.0% |
| Q3 2020 | $15,000 | -16.7% | 1,360 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $18,000 | +12.5% | 1,360 | -22.7% | 0.01% | 0.0% |
| Q1 2020 | $16,000 | -64.4% | 1,760 | -14.6% | 0.01% | -57.1% |
| Q4 2019 | $45,000 | -6.2% | 2,060 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $48,000 | -22.6% | 2,060 | -16.3% | 0.02% | -27.3% |
| Q2 2019 | $62,000 | -1.6% | 2,460 | 0.0% | 0.02% | -4.3% |
| Q1 2019 | $63,000 | +14.5% | 2,460 | 0.0% | 0.02% | +4.5% |
| Q4 2018 | $55,000 | – | 2,460 | – | 0.02% | – |
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% |