ZRC WEALTH MANAGEMENT, LLC - JPMORGAN CHASE & CO ownership

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
ZRC WEALTH MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$26,133
+7.8%
1,0580.0%0.02%
+15.0%
Q2 2023$24,239
+3.2%
1,0580.0%0.02%
-4.8%
Q1 2023$23,4771,0580.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2023
NameSharesValueWeighting ↓
Fund Evaluation Group, LLC 2,001,992$60,841,00012.86%
SAGE FINANCIAL GROUP INC 1,088,940$33,093,00011.78%
Round Table Services, LLC 415,433$12,625,0009.28%
VECTOR WEALTH MANAGEMENT, LLC 342,951$10,296,0008.10%
Stelac Advisory Services LLC 875,141$26,295,0007.27%
Smith & Howard Wealth Management, LLC 427,277$12,985,0006.25%
Klingman & Associates, LLC 490,546$14,907,0005.85%
DOW CHEMICAL CO /DE/ 1,969,090$59,841,0005.05%
MCF Advisors LLC 611,809$18,593,0004.76%
Mosaic Financial Partners, Inc. 237,869$7,229,0004.61%
View complete list of JPMORGAN CHASE & CO shareholders