JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 242 filers reported holding JPMORGAN CHASE & CO in Q1 2020. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,039,549 | +7.8% | 42,087 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $964,213 | -8.3% | 42,087 | -11.2% | 0.00% | 0.0% |
| Q1 2023 | $1,051,584 | +9.2% | 47,390 | +7.0% | 0.00% | 0.0% |
| Q4 2022 | $962,960 | -83.0% | 44,274 | -83.0% | 0.00% | -75.0% |
| Q4 2019 | $5,671,000 | -5.9% | 260,000 | -3.7% | 0.00% | -33.3% |
| Q4 2018 | $6,027,000 | -5.0% | 270,036 | +16.9% | 0.01% | 0.0% |
| Q3 2018 | $6,343,000 | +3.1% | 231,000 | -0.2% | 0.01% | 0.0% |
| Q2 2018 | $6,151,000 | -45.0% | 231,404 | -43.1% | 0.01% | -40.0% |
| Q4 2017 | $11,180,000 | -23.3% | 406,974 | -21.2% | 0.01% | -28.6% |
| Q3 2017 | $14,567,000 | +1459.6% | 516,193 | +1540.9% | 0.01% | +1300.0% |
| Q2 2017 | $934,000 | -88.3% | 31,457 | -87.3% | 0.00% | -85.7% |
| Q1 2017 | $8,016,000 | +707.3% | 248,197 | +690.1% | 0.01% | +600.0% |
| Q4 2016 | $993,000 | +88.4% | 31,412 | +88.0% | 0.00% | – |
| Q3 2016 | $527,000 | -53.8% | 16,707 | -53.4% | 0.00% | -100.0% |
| Q2 2016 | $1,140,000 | -81.8% | 35,838 | -83.4% | 0.00% | -85.7% |
| Q4 2015 | $6,270,000 | -52.6% | 216,427 | -50.3% | 0.01% | -56.2% |
| Q3 2015 | $13,236,000 | -15.5% | 435,524 | +10.2% | 0.02% | +6.7% |
| Q2 2015 | $15,656,000 | +23.1% | 395,368 | +33.1% | 0.02% | +15.4% |
| Q1 2015 | $12,714,000 | -84.0% | 297,068 | -82.8% | 0.01% | -81.7% |
| Q4 2014 | $79,389,000 | +63.7% | 1,727,723 | +89.1% | 0.07% | +77.5% |
| Q3 2014 | $48,499,000 | -40.8% | 913,692 | -41.6% | 0.04% | -41.2% |
| Q2 2014 | $81,945,000 | +120.7% | 1,564,420 | +96.1% | 0.07% | +88.9% |
| Q1 2014 | $37,137,000 | -10.1% | 797,963 | -10.4% | 0.04% | -2.7% |
| Q4 2013 | $41,295,000 | +30.2% | 890,946 | +25.3% | 0.04% | +15.6% |
| Q3 2013 | $31,705,000 | -8.3% | 710,859 | -4.1% | 0.03% | -8.6% |
| Q2 2013 | $34,579,000 | -62.2% | 741,398 | -63.2% | 0.04% | -62.4% |
| Q1 2013 | $91,590,000 | – | 2,013,867 | – | 0.09% | – |
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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% |