JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 212 filers reported holding JPMORGAN CHASE & CO in Q2 2020. The put-call ratio across all filers is 0.99 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $301,000 | +17.6% | 22,800 | -19.4% | 0.28% | +3.7% |
| Q1 2020 | $256,000 | -59.2% | 28,302 | -1.7% | 0.27% | -45.4% |
| Q4 2019 | $628,000 | 0.0% | 28,802 | +6.7% | 0.50% | -6.0% |
| Q3 2019 | $628,000 | -42.5% | 27,002 | -37.9% | 0.53% | -43.5% |
| Q2 2019 | $1,092,000 | -31.5% | 43,469 | -30.4% | 0.94% | -35.5% |
| Q1 2019 | $1,594,000 | +24.3% | 62,469 | +8.8% | 1.45% | +12.6% |
| Q4 2018 | $1,282,000 | – | 57,419 | – | 1.29% | – |
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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% |