Tolleson Wealth Management, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 182 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2022$254,000
+17.6%
12,1310.0%0.08%
+29.3%
Q4 2021$216,000
-1.8%
12,1310.0%0.06%
-6.5%
Q3 2021$220,000
-7.6%
12,1310.0%0.06%
-3.1%
Q2 2021$238,000
+18.4%
12,1310.0%0.06%
+4.9%
Q1 2021$201,000
+19.6%
12,1310.0%0.06%
+8.9%
Q4 2020$168,000
+28.2%
12,1310.0%0.06%
+5.7%
Q3 2020$131,000
-18.1%
12,1310.0%0.05%
-24.3%
Q2 2020$160,000
+45.5%
12,1310.0%0.07%
+45.8%
Q1 2020$110,000
-63.0%
12,131
-11.0%
0.05%
-66.7%
Q4 2019$297,000
-97.6%
13,631
-97.6%
0.14%
-98.0%
Q4 2018$12,538,000561,7377.38%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 1,969,090$55,568,00013.81%
OXFORD FINANCIAL GROUP, LTD. LLC 620,535$17,511,00012.00%
BRIGHTON JONES LLC 3,020,995$85,252,00010.96%
CIBC BANK USA 2,485,527$70,142,0009.18%
SAGE FINANCIAL GROUP INC 1,408,133$39,738,0008.71%
FIDUCIARY COUNSELLING INC 86,004$2,427,0008.68%
BRR OpCo, LLC 918,103$25,908,0007.90%
Round Table Services, LLC 761,223$21,482,0007.67%
MARINER INVESTMENT GROUP LLC 390,000$11,006,0006.85%
Klingman & Associates, LLC 971,609$27,419,0006.75%
View complete list of JPMORGAN CHASE & CO shareholders