Edge Capital Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 271 filers reported holding JPMORGAN CHASE & CO in Q3 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.4%.

Quarter-by-quarter ownership
Edge Capital Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$582,505
-2.4%
23,583
-9.4%
0.04%
+11.8%
Q2 2023$596,626
+3.2%
26,0420.0%0.03%
-5.6%
Q1 2023$577,876
+2.0%
26,0420.0%0.04%
-10.0%
Q4 2022$566,417
-87.9%
26,042
-88.9%
0.04%
-89.6%
Q3 2022$4,690,000
+580.7%
233,797
+2683.3%
0.39%
+543.3%
Q2 2022$689,000
-86.0%
8,400
-96.4%
0.06%
-82.1%
Q1 2022$4,909,000
+942.3%
234,767
+787.5%
0.34%
+918.2%
Q4 2021$471,000
-5.6%
26,452
-3.7%
0.03%
-17.5%
Q3 2021$499,000
-7.6%
27,4620.0%0.04%
-7.0%
Q2 2021$540,000
+18.4%
27,4620.0%0.04%
+13.2%
Q1 2021$456,000
+19.7%
27,4620.0%0.04%
+18.8%
Q4 2020$381,000
+22.9%
27,462
-4.4%
0.03%
+3.2%
Q3 2020$310,000
-18.2%
28,7370.0%0.03%
-22.5%
Q2 2020$379,000
+37.8%
28,737
-5.5%
0.04%
+21.2%
Q1 2020$275,000
-89.6%
30,422
-74.8%
0.03%
-87.1%
Q4 2019$2,634,000
-49.0%
120,749
-45.6%
0.26%
-51.0%
Q3 2019$5,165,000
-19.0%
221,970
-12.6%
0.52%
-14.8%
Q2 2019$6,378,000
-0.5%
253,990
+1.1%
0.61%
-2.9%
Q1 2019$6,410,000
-2.8%
251,269
-15.0%
0.63%
-11.9%
Q4 2018$6,594,000295,4490.72%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2019
NameSharesValueWeighting ↓
Fund Evaluation Group, LLC 2,001,992$60,841,00012.86%
SAGE FINANCIAL GROUP INC 1,088,940$33,093,00011.78%
Round Table Services, LLC 415,433$12,625,0009.28%
VECTOR WEALTH MANAGEMENT, LLC 342,951$10,296,0008.10%
Stelac Advisory Services LLC 875,141$26,295,0007.27%
Smith & Howard Wealth Management, LLC 427,277$12,985,0006.25%
Klingman & Associates, LLC 490,546$14,907,0005.85%
DOW CHEMICAL CO /DE/ 1,969,090$59,841,0005.05%
MCF Advisors LLC 611,809$18,593,0004.76%
Mosaic Financial Partners, Inc. 237,869$7,229,0004.61%
View complete list of JPMORGAN CHASE & CO shareholders