JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 172 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,471 | +1.9% | 21,679 | -5.5% | 0.02% | +5.6% |
| Q2 2023 | $525,487 | -11.3% | 22,937 | -14.1% | 0.02% | -18.2% |
| Q1 2023 | $592,606 | -10.8% | 26,706 | -12.6% | 0.02% | -8.3% |
| Q4 2022 | $664,223 | +8.4% | 30,539 | 0.0% | 0.02% | -4.0% |
| Q3 2022 | $613,000 | +24.1% | 30,539 | +17.3% | 0.02% | +38.9% |
| Q2 2022 | $494,000 | +66.9% | 26,039 | +84.2% | 0.02% | +80.0% |
| Q1 2022 | $296,000 | +17.5% | 14,139 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $252,000 | +55.6% | 14,139 | +58.2% | 0.01% | +33.3% |
| Q3 2021 | $162,000 | +406.2% | 8,939 | +445.4% | 0.01% | +500.0% |
| Q2 2021 | $32,000 | +18.5% | 1,639 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $27,000 | -72.2% | 1,639 | -76.6% | 0.00% | -85.7% |
| Q4 2020 | $97,000 | +29.3% | 7,000 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $75,000 | -16.7% | 7,000 | +2.4% | 0.01% | -33.3% |
| Q2 2020 | $90,000 | -99.9% | 6,839 | -39.9% | 0.01% | -40.0% |
| Q1 2020 | $102,698,000 | -86.4% | 11,373 | -64.9% | 0.02% | -83.9% |
| Q3 2019 | $753,575,000 | – | 32,384 | – | 0.09% | – |
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% |