JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 290 filers reported holding JPMORGAN CHASE & CO in Q2 2019. The put-call ratio across all filers is 0.73 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647 | +1.3% | 26,200 | -6.1% | 0.07% | +6.2% |
| Q2 2023 | $639 | -27.7% | 27,900 | -31.4% | 0.06% | -44.3% |
| Q4 2022 | $884 | -99.9% | 40,650 | -2.4% | 0.12% | +10.6% |
| Q3 2022 | $835,000 | +4.9% | 41,650 | -0.8% | 0.10% | +9.5% |
| Q2 2022 | $796,000 | -9.3% | 42,000 | 0.0% | 0.10% | +11.8% |
| Q1 2022 | $878,000 | +14.5% | 42,000 | -2.4% | 0.08% | +16.4% |
| Q4 2021 | $767,000 | -5.4% | 43,050 | -3.6% | 0.07% | -33.6% |
| Q3 2021 | $811,000 | -31.7% | 44,650 | -26.1% | 0.11% | -9.8% |
| Q2 2021 | $1,188,000 | +6.0% | 60,450 | -10.6% | 0.12% | +5.2% |
| Q1 2021 | $1,121,000 | +90.6% | 67,600 | +59.6% | 0.12% | -30.5% |
| Q4 2020 | $588,000 | +34.6% | 42,350 | +4.6% | 0.17% | +178.3% |
| Q3 2020 | $437,000 | -18.3% | 40,500 | 0.0% | 0.06% | -20.0% |
| Q2 2020 | $535,000 | -4.8% | 40,500 | -34.9% | 0.08% | -18.5% |
| Q1 2020 | $562,000 | -47.0% | 62,250 | +28.1% | 0.09% | -37.8% |
| Q4 2019 | $1,060,000 | +63.8% | 48,600 | +74.8% | 0.15% | +52.6% |
| Q3 2019 | $647,000 | -8.5% | 27,800 | -1.2% | 0.10% | -9.3% |
| Q2 2019 | $707,000 | +11.7% | 28,150 | +13.5% | 0.11% | +3.9% |
| Q1 2019 | $633,000 | +17.2% | 24,800 | +2.5% | 0.10% | +2.0% |
| Q4 2018 | $540,000 | -34.9% | 24,200 | -19.9% | 0.10% | -25.2% |
| Q3 2018 | $829,000 | +7.5% | 30,200 | +4.1% | 0.14% | +0.7% |
| Q2 2018 | $771,000 | – | 29,000 | – | 0.13% | – |
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% |