JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 305 filers reported holding JPMORGAN CHASE & CO in Q1 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,329,457 | +99577.2% | 94,310 | -7.5% | 1.32% | -20.9% |
| Q2 2023 | $2,337 | -99.9% | 101,990 | -0.2% | 1.67% | +22.5% |
| Q1 2023 | $2,268,683 | +2.7% | 102,239 | +0.7% | 1.36% | -9.1% |
| Q4 2022 | $2,208,082 | +5.6% | 101,521 | -2.6% | 1.50% | +3.3% |
| Q3 2022 | $2,091,000 | -13.0% | 104,229 | -11.1% | 1.45% | +1.3% |
| Q2 2022 | $2,404,000 | -0.2% | 117,222 | +1.7% | 1.43% | +28.3% |
| Q1 2022 | $2,410,000 | +14962.5% | 115,257 | +16652.5% | 1.12% | +10063.6% |
| Q3 2019 | $16,000 | -5.9% | 688 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | -5.6% | 688 | 0.0% | 0.01% | -15.4% |
| Q1 2019 | $18,000 | +12.5% | 688 | 0.0% | 0.01% | +8.3% |
| Q4 2018 | $16,000 | -20.0% | 688 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $20,000 | +11.1% | 688 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $18,000 | +12.5% | 688 | 0.0% | 0.01% | +8.3% |
| Q1 2018 | $16,000 | – | 688 | – | 0.01% | – |
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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% |