JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 179 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,797 | +7.8% | 10,842 | 0.0% | 0.25% | +14.9% |
| Q2 2023 | $248,390 | -25.2% | 10,842 | -27.6% | 0.22% | -22.4% |
| Q1 2023 | $332,184 | +2.0% | 14,970 | -0.1% | 0.28% | +3.7% |
| Q4 2022 | $325,815 | -3.3% | 14,980 | -11.0% | 0.27% | +11.7% |
| Q3 2022 | $337,000 | +3.4% | 16,830 | -2.3% | 0.24% | -30.7% |
| Q2 2022 | $326,000 | -11.7% | 17,230 | -2.5% | 0.34% | +71.6% |
| Q1 2022 | $369,000 | +12.8% | 17,680 | -3.9% | 0.20% | +16.2% |
| Q4 2021 | $327,000 | -2.4% | 18,395 | -0.5% | 0.17% | -7.5% |
| Q3 2021 | $335,000 | -7.7% | 18,492 | 0.0% | 0.19% | -6.5% |
| Q2 2021 | $363,000 | +16.7% | 18,492 | -1.6% | 0.20% | +9.9% |
| Q1 2021 | $311,000 | +10.3% | 18,797 | -7.6% | 0.18% | +3.4% |
| Q4 2020 | $282,000 | +23.7% | 20,342 | -4.1% | 0.18% | +8.0% |
| Q3 2020 | $228,000 | -25.5% | 21,217 | -8.5% | 0.16% | -34.8% |
| Q2 2020 | $306,000 | +45.0% | 23,192 | -1.1% | 0.25% | +12.6% |
| Q1 2020 | $211,000 | -72.4% | 23,455 | -33.1% | 0.22% | -65.2% |
| Q4 2019 | $764,000 | – | 35,048 | – | 0.64% | – |
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% |