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 | $155,262 | +124.1% | 6,285 | +107.8% | 0.01% | +25.0% |
| Q2 2023 | $69,280 | -61.1% | 3,024 | -62.3% | 0.00% | -69.2% |
| Q1 2023 | $178,053 | +83.3% | 8,024 | +79.7% | 0.01% | +62.5% |
| Q4 2022 | $97,114 | +7.9% | 4,465 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $90,000 | +143.2% | 4,465 | +128.4% | 0.01% | +166.7% |
| Q2 2022 | $37,000 | -9.8% | 1,955 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $41,000 | +105.0% | 1,955 | +76.6% | 0.00% | +200.0% |
| Q4 2021 | $20,000 | +900.0% | 1,107 | +985.3% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | +100.0% | 102 | -8.9% | 0.00% | – |
| Q3 2020 | $1,000 | -94.4% | 112 | -94.4% | 0.00% | -100.0% |
| Q1 2020 | $18,000 | -95.2% | 2,000 | -85.8% | 0.00% | -94.3% |
| Q2 2018 | $374,000 | +87.0% | 14,054 | +93.0% | 0.05% | +96.3% |
| Q4 2017 | $200,000 | -2.4% | 7,280 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $205,000 | -5.1% | 7,280 | 0.0% | 0.03% | -15.6% |
| Q2 2017 | $216,000 | -8.1% | 7,280 | 0.0% | 0.03% | -5.9% |
| Q1 2017 | $235,000 | -21.9% | 7,280 | -23.6% | 0.03% | -30.6% |
| Q4 2016 | $301,000 | – | 9,530 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |