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 | $12,994,959 | +8.7% | 547,156 | +4.7% | 1.44% | +9.8% |
| Q2 2023 | $11,950,515 | +7.3% | 522,541 | +4.7% | 1.31% | +2.2% |
| Q1 2023 | $11,134,783 | -6.9% | 499,318 | -5.6% | 1.28% | -18.8% |
| Q4 2022 | $11,953,920 | +7.2% | 528,935 | -2.5% | 1.58% | -13.1% |
| Q3 2022 | $11,150,000 | +1.8% | 542,311 | -5.1% | 1.82% | +11.9% |
| Q2 2022 | $10,948,000 | -10.1% | 571,403 | -0.8% | 1.62% | +2.2% |
| Q1 2022 | $12,182,000 | +19.5% | 575,996 | +0.6% | 1.59% | +26.9% |
| Q4 2021 | $10,193,000 | +0.2% | 572,299 | +2.2% | 1.25% | -2.9% |
| Q3 2021 | $10,175,000 | +12.5% | 559,713 | +21.6% | 1.29% | +9.4% |
| Q2 2021 | $9,044,000 | +8.9% | 460,259 | -8.0% | 1.18% | +1.3% |
| Q1 2021 | $8,304,000 | +12.4% | 500,514 | -5.9% | 1.16% | +12.5% |
| Q4 2020 | $7,391,000 | +34.3% | 532,121 | +4.2% | 1.04% | +21.2% |
| Q3 2020 | $5,503,000 | -6.3% | 510,449 | +14.7% | 0.86% | -5.3% |
| Q2 2020 | $5,874,000 | +14.7% | 445,000 | -21.6% | 0.90% | +0.1% |
| Q1 2020 | $5,122,000 | +33.7% | 567,255 | +222.9% | 0.90% | +49.8% |
| Q4 2019 | $3,832,000 | +132.5% | 175,682 | +148.0% | 0.60% | +140.8% |
| Q3 2019 | $1,648,000 | – | 70,826 | – | 0.25% | – |
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% |