JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 307 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $729,485 | +8.9% | 29,534 | +1.0% | 0.01% | +16.7% |
Q2 2023 | $670,139 | +4.7% | 29,251 | +1.4% | 0.01% | 0.0% |
Q1 2023 | $640,313 | +3.0% | 28,856 | +1.0% | 0.01% | -7.7% |
Q4 2022 | $621,610 | +6.6% | 28,580 | -1.7% | 0.01% | +8.3% |
Q3 2022 | $583,000 | +6.6% | 29,081 | +0.9% | 0.01% | +9.1% |
Q2 2022 | $547,000 | -8.5% | 28,828 | +0.8% | 0.01% | +10.0% |
Q1 2022 | $598,000 | +18.4% | 28,589 | +0.8% | 0.01% | +25.0% |
Q4 2021 | $505,000 | -1.0% | 28,369 | +1.0% | 0.01% | 0.0% |
Q3 2021 | $510,000 | -9.1% | 28,077 | -1.7% | 0.01% | 0.0% |
Q2 2021 | $561,000 | +19.4% | 28,559 | +0.9% | 0.01% | 0.0% |
Q1 2021 | $470,000 | +20.5% | 28,309 | +0.9% | 0.01% | +14.3% |
Q4 2020 | $390,000 | +30.4% | 28,046 | +1.2% | 0.01% | +16.7% |
Q3 2020 | $299,000 | -16.9% | 27,723 | +1.6% | 0.01% | -25.0% |
Q2 2020 | $360,000 | +46.9% | 27,289 | +0.4% | 0.01% | +14.3% |
Q1 2020 | $245,000 | -58.1% | 27,184 | +1.3% | 0.01% | -41.7% |
Q4 2019 | $585,000 | -5.2% | 26,824 | +1.2% | 0.01% | -14.3% |
Q3 2019 | $617,000 | -6.4% | 26,518 | +1.0% | 0.01% | -6.7% |
Q2 2019 | $659,000 | -2.7% | 26,258 | -1.1% | 0.02% | -6.2% |
Q1 2019 | $677,000 | +15.3% | 26,549 | +1.0% | 0.02% | -5.9% |
Q4 2018 | $587,000 | -17.9% | 26,289 | +0.9% | 0.02% | -5.6% |
Q3 2018 | $715,000 | +4.1% | 26,053 | +0.8% | 0.02% | -14.3% |
Q2 2018 | $687,000 | +11.7% | 25,834 | +0.9% | 0.02% | -8.7% |
Q1 2018 | $615,000 | -13.1% | 25,610 | -0.7% | 0.02% | -11.5% |
Q4 2017 | $708,000 | -1.9% | 25,788 | +0.8% | 0.03% | 0.0% |
Q3 2017 | $722,000 | -4.2% | 25,574 | +0.8% | 0.03% | 0.0% |
Q2 2017 | $754,000 | -7.4% | 25,377 | +0.7% | 0.03% | -13.3% |
Q1 2017 | $814,000 | +2.9% | 25,191 | +0.6% | 0.03% | -6.2% |
Q4 2016 | $791,000 | +1.0% | 25,034 | +0.7% | 0.03% | -5.9% |
Q3 2016 | $783,000 | +7.1% | 24,850 | +8.1% | 0.03% | +3.0% |
Q2 2016 | $731,000 | +18.3% | 22,988 | +0.8% | 0.03% | +10.0% |
Q1 2016 | $618,000 | -5.6% | 22,807 | +0.9% | 0.03% | -9.1% |
Q4 2015 | $655,000 | +51.6% | 22,600 | +59.1% | 0.03% | +50.0% |
Q3 2015 | $432,000 | -22.6% | 14,207 | +0.8% | 0.02% | -12.0% |
Q2 2015 | $558,000 | +33.8% | 14,093 | +44.6% | 0.02% | +31.6% |
Q1 2015 | $417,000 | – | 9,743 | – | 0.02% | – |
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% |