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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,466,913 | +37.5% | 99,875 | +27.5% | 0.02% | +33.3% |
| Q2 2023 | $1,794,311 | +14.4% | 78,320 | +10.8% | 0.02% | +5.9% |
| Q1 2023 | $1,568,826 | +17.9% | 70,700 | +15.6% | 0.02% | +41.7% |
| Q4 2022 | $1,330,709 | -99.9% | 61,182 | -66.5% | 0.01% | -40.0% |
| Q3 2022 | $1,836,835,000 | +150460.2% | 182,902 | +184.3% | 0.02% | +53.8% |
| Q2 2022 | $1,220,000 | -22.1% | 64,344 | -14.1% | 0.01% | -18.8% |
| Q1 2022 | $1,566,000 | +0.1% | 74,914 | -14.7% | 0.02% | 0.0% |
| Q4 2021 | $1,564,000 | -3.8% | 87,814 | -1.9% | 0.02% | 0.0% |
| Q3 2021 | $1,626,000 | -4.1% | 89,480 | +3.7% | 0.02% | -15.8% |
| Q2 2021 | $1,695,000 | +19.8% | 86,263 | +1.2% | 0.02% | +5.6% |
| Q1 2021 | $1,415,000 | -13.6% | 85,263 | -28.3% | 0.02% | -5.3% |
| Q4 2020 | $1,637,000 | -99.8% | 118,965 | +38.2% | 0.02% | +11.8% |
| Q3 2020 | $928,000,000 | – | 86,096 | – | 0.02% | – |
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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% |