JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 3 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,760,570 | +9.2% | 111,000 | +0.6% | 0.50% | +11.7% |
| Q2 2023 | $2,528,119 | -1.0% | 110,350 | -4.1% | 0.44% | -6.7% |
| Q1 2023 | $2,554,069 | +5.2% | 115,100 | +3.1% | 0.48% | -5.2% |
| Q4 2022 | $2,427,300 | +16.7% | 111,600 | +7.6% | 0.50% | +5.0% |
| Q3 2022 | $2,080,000 | +0.3% | 103,700 | -5.2% | 0.48% | +9.4% |
| Q2 2022 | $2,073,000 | -18.7% | 109,350 | -10.3% | 0.44% | -4.6% |
| Q1 2022 | $2,550,000 | +14.7% | 121,950 | -2.3% | 0.46% | +17.4% |
| Q4 2021 | $2,224,000 | +0.3% | 124,875 | +2.3% | 0.39% | -27.6% |
| Q3 2021 | $2,218,000 | -7.0% | 122,075 | +1.6% | 0.54% | -11.2% |
| Q2 2021 | $2,386,000 | +19.8% | 120,200 | +0.1% | 0.61% | +10.4% |
| Q1 2021 | $1,991,000 | +11.2% | 120,025 | -6.8% | 0.55% | +6.4% |
| Q4 2020 | $1,790,000 | +40.5% | 128,850 | +9.1% | 0.52% | +20.8% |
| Q3 2020 | $1,274,000 | -3.0% | 118,150 | +18.7% | 0.43% | -12.1% |
| Q2 2020 | $1,313,000 | -16.8% | 99,525 | -43.1% | 0.49% | -32.3% |
| Q1 2020 | $1,579,000 | -31.3% | 174,900 | +66.0% | 0.72% | -18.3% |
| Q4 2019 | $2,298,000 | -25.6% | 105,350 | -20.6% | 0.88% | -37.4% |
| Q3 2019 | $3,088,000 | +39.0% | 132,700 | +49.9% | 1.40% | +7.3% |
| Q2 2019 | $2,222,000 | – | 88,500 | – | 1.31% | – |
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% |