JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 3 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,452,553 | +10.0% | 58,808 | +2.0% | 1.32% | +12.3% |
| Q2 2023 | $1,320,574 | +2.6% | 57,642 | -0.7% | 1.18% | -3.4% |
| Q1 2023 | $1,287,696 | +1.6% | 58,030 | -0.4% | 1.22% | +13.7% |
| Q4 2022 | $1,267,068 | -4.8% | 58,256 | -12.2% | 1.07% | -10.4% |
| Q3 2022 | $1,331,000 | -3.9% | 66,347 | -9.2% | 1.20% | -14.8% |
| Q2 2022 | $1,385,000 | -10.4% | 73,061 | -1.1% | 1.40% | -3.9% |
| Q1 2022 | $1,545,000 | +15.7% | 73,890 | -1.4% | 1.46% | +17.5% |
| Q4 2021 | $1,335,000 | – | 74,969 | – | 1.24% | – |
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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% |