JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 179 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $142,124 | +7.8% | 5,754 | 0.0% | 0.00% | – |
Q2 2023 | $131,824 | -45.4% | 5,754 | -47.1% | 0.00% | – |
Q1 2023 | $241,450 | +60.7% | 10,881 | +57.6% | 0.00% | – |
Q4 2022 | $150,206 | +4.3% | 6,906 | -3.3% | 0.00% | – |
Q3 2022 | $144,000 | -11.1% | 7,140 | -16.4% | 0.00% | – |
Q2 2022 | $162,000 | -10.0% | 8,540 | -1.1% | 0.00% | – |
Q1 2022 | $180,000 | +1.1% | 8,636 | -14.1% | 0.00% | – |
Q4 2021 | $178,000 | -6.3% | 10,054 | -3.7% | 0.00% | – |
Q3 2021 | $190,000 | -10.8% | 10,445 | -3.8% | 0.00% | – |
Q2 2021 | $213,000 | +3.4% | 10,855 | -12.2% | 0.00% | – |
Q1 2021 | $206,000 | +14.4% | 12,359 | -4.6% | 0.00% | – |
Q4 2020 | $180,000 | +23.3% | 12,959 | -3.9% | 0.00% | – |
Q3 2020 | $146,000 | -36.8% | 13,489 | -22.5% | 0.00% | – |
Q2 2020 | $231,000 | +22.2% | 17,409 | -16.7% | 0.00% | – |
Q1 2020 | $189,000 | -73.3% | 20,909 | -35.7% | 0.00% | -100.0% |
Q4 2019 | $709,000 | -38.9% | 32,532 | -34.9% | 0.00% | 0.0% |
Q3 2019 | $1,161,000 | -16.6% | 49,938 | -9.9% | 0.00% | 0.0% |
Q2 2019 | $1,392,000 | -22.4% | 55,434 | -21.1% | 0.00% | -50.0% |
Q1 2019 | $1,793,000 | +6.8% | 70,282 | -6.6% | 0.00% | 0.0% |
Q4 2018 | $1,679,000 | -89.1% | 75,242 | -86.6% | 0.00% | -86.7% |
Q3 2018 | $15,374,000 | +2.0% | 559,916 | -1.2% | 0.02% | 0.0% |
Q2 2018 | $15,069,000 | +27.3% | 566,962 | +15.0% | 0.02% | +25.0% |
Q1 2018 | $11,834,000 | -23.1% | 493,050 | -11.9% | 0.01% | -20.0% |
Q4 2017 | $15,383,000 | +201.6% | 559,952 | +209.8% | 0.02% | +200.0% |
Q3 2017 | $5,101,000 | -9.5% | 180,772 | -4.8% | 0.01% | -16.7% |
Q2 2017 | $5,638,000 | -15.3% | 189,832 | -7.9% | 0.01% | -14.3% |
Q1 2017 | $6,658,000 | -0.4% | 206,087 | -2.6% | 0.01% | -12.5% |
Q4 2016 | $6,688,000 | -14.5% | 211,561 | -14.8% | 0.01% | -11.1% |
Q3 2016 | $7,823,000 | -7.8% | 248,344 | -6.9% | 0.01% | -10.0% |
Q2 2016 | $8,482,000 | -11.7% | 266,708 | -24.8% | 0.01% | -9.1% |
Q1 2016 | $9,611,000 | -46.1% | 354,803 | -42.3% | 0.01% | -47.6% |
Q4 2015 | $17,824,000 | -5.1% | 615,256 | -0.4% | 0.02% | -4.5% |
Q3 2015 | $18,772,000 | -31.5% | 617,641 | -10.7% | 0.02% | -29.0% |
Q2 2015 | $27,401,000 | -7.6% | 691,949 | -0.1% | 0.03% | -6.1% |
Q1 2015 | $29,657,000 | -12.7% | 692,934 | -6.3% | 0.03% | -10.8% |
Q4 2014 | $33,978,000 | -24.3% | 739,440 | -12.5% | 0.04% | -30.2% |
Q3 2014 | $44,859,000 | +17.1% | 845,106 | +15.5% | 0.05% | +8.2% |
Q2 2014 | $38,320,000 | +10.8% | 731,576 | -1.6% | 0.05% | +8.9% |
Q1 2014 | $34,586,000 | -7.7% | 743,181 | -8.0% | 0.04% | -10.0% |
Q4 2013 | $37,457,000 | -3.5% | 808,143 | -7.1% | 0.05% | -12.3% |
Q3 2013 | $38,815,000 | -8.8% | 870,276 | -4.6% | 0.06% | -8.1% |
Q2 2013 | $42,550,000 | – | 912,310 | – | 0.06% | – |
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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% |