Advisory Services & Investments, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 180 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Advisory Services & Investments, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2022$362,000
-88.4%
19,073
-87.2%
0.35%
-86.3%
Q1 2022$3,126,000
+16.5%
149,490
-0.8%
2.53%
+47.5%
Q4 2021$2,683,000
-2.6%
150,634
-0.7%
1.72%
-5.1%
Q3 2021$2,756,000
-2.5%
151,698
+5.5%
1.81%
-12.1%
Q2 2021$2,826,000
-21.6%
143,822
-33.8%
2.06%
-29.7%
Q1 2021$3,604,000217,2362.93%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 1,969,090$55,568,00013.81%
OXFORD FINANCIAL GROUP, LTD. LLC 620,535$17,511,00012.00%
BRIGHTON JONES LLC 3,020,995$85,252,00010.96%
CIBC BANK USA 2,485,527$70,142,0009.18%
SAGE FINANCIAL GROUP INC 1,408,133$39,738,0008.71%
FIDUCIARY COUNSELLING INC 86,004$2,427,0008.68%
BRR OpCo, LLC 918,103$25,908,0007.90%
Round Table Services, LLC 761,223$21,482,0007.67%
MARINER INVESTMENT GROUP LLC 390,000$11,006,0006.85%
Klingman & Associates, LLC 971,609$27,419,0006.75%
View complete list of JPMORGAN CHASE & CO shareholders