JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 192 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464 | +7.7% | 18,800 | 0.0% | 0.12% | -7.2% |
| Q2 2023 | $431 | -12.0% | 18,800 | -14.9% | 0.12% | -19.4% |
| Q1 2023 | $490 | -11.2% | 22,100 | -13.0% | 0.16% | -14.8% |
| Q4 2022 | $552 | -99.9% | 25,400 | 0.0% | 0.18% | -3.2% |
| Q3 2022 | $510,000 | +5.8% | 25,400 | 0.0% | 0.19% | -1.6% |
| Q2 2022 | $482,000 | -14.2% | 25,400 | -5.6% | 0.19% | -14.0% |
| Q1 2022 | $562,000 | +17.3% | 26,900 | 0.0% | 0.22% | +5.2% |
| Q4 2021 | $479,000 | -25.7% | 26,900 | -24.2% | 0.21% | -45.6% |
| Q3 2021 | $645,000 | -7.6% | 35,500 | 0.0% | 0.39% | -7.6% |
| Q2 2021 | $698,000 | +18.5% | 35,500 | 0.0% | 0.42% | +0.5% |
| Q1 2021 | $589,000 | +19.5% | 35,500 | 0.0% | 0.42% | +1.5% |
| Q4 2020 | $493,000 | – | 35,500 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |