JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 329 filers reported holding JPMORGAN CHASE & CO in Q4 2017. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $454 | +2.5% | 18,373 | -5.0% | 0.00% | 0.0% |
Q2 2023 | $443 | +3.3% | 19,347 | +0.0% | 0.00% | 0.0% |
Q1 2023 | $429 | +6.7% | 19,343 | +4.5% | 0.00% | 0.0% |
Q4 2022 | $402 | -99.9% | 18,513 | -10.7% | 0.00% | 0.0% |
Q3 2022 | $415,000 | +3.0% | 20,737 | -2.6% | 0.00% | 0.0% |
Q2 2022 | $403,000 | -3.1% | 21,287 | +6.8% | 0.00% | 0.0% |
Q1 2022 | $416,000 | +23.1% | 19,932 | +4.8% | 0.00% | 0.0% |
Q4 2021 | $338,000 | -4.5% | 19,025 | -2.4% | 0.00% | 0.0% |
Q3 2021 | $354,000 | -28.0% | 19,487 | -22.3% | 0.00% | 0.0% |
Q2 2021 | $492,000 | +12.6% | 25,073 | -4.9% | 0.00% | 0.0% |
Q1 2021 | $437,000 | -24.8% | 26,377 | -37.0% | 0.00% | -50.0% |
Q4 2020 | $581,000 | +18.6% | 41,889 | -7.8% | 0.00% | 0.0% |
Q3 2020 | $490,000 | -51.8% | 45,455 | -40.9% | 0.00% | -50.0% |
Q2 2020 | $1,016,000 | +25.7% | 76,973 | -14.1% | 0.00% | 0.0% |
Q1 2020 | $808,000 | -53.7% | 89,571 | +11.9% | 0.00% | -42.9% |
Q4 2019 | $1,745,000 | -30.2% | 80,048 | -25.5% | 0.01% | -36.4% |
Q3 2019 | $2,499,000 | -23.0% | 107,391 | -16.9% | 0.01% | -21.4% |
Q2 2019 | $3,245,000 | -55.6% | 129,232 | -54.9% | 0.01% | -58.8% |
Q1 2019 | $7,311,000 | +16.3% | 286,605 | +1.8% | 0.03% | +3.0% |
Q4 2018 | $6,286,000 | -19.6% | 281,675 | -1.0% | 0.03% | -10.8% |
Q3 2018 | $7,814,000 | -10.0% | 284,586 | -12.8% | 0.04% | -17.8% |
Q2 2018 | $8,679,000 | +1.9% | 326,516 | -8.0% | 0.04% | -2.2% |
Q1 2018 | $8,519,000 | -22.8% | 354,967 | -11.7% | 0.05% | -23.3% |
Q4 2017 | $11,040,000 | – | 401,909 | – | 0.06% | – |
Download |
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% |