JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 169 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83 | +1.2% | 3,376 | -5.6% | 0.05% | +2.2% |
| Q2 2023 | $82 | +5.1% | 3,576 | 0.0% | 0.05% | -13.2% |
| Q4 2022 | $78 | -99.9% | 3,576 | -12.0% | 0.05% | -15.9% |
| Q3 2022 | $82,000 | +12.3% | 4,063 | +5.5% | 0.06% | +28.6% |
| Q2 2022 | $73,000 | -8.8% | 3,850 | +0.3% | 0.05% | +11.4% |
| Q1 2022 | $80,000 | +17.6% | 3,838 | +0.3% | 0.04% | +22.2% |
| Q4 2021 | $68,000 | – | 3,827 | – | 0.04% | – |
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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% |