JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 180 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 0.22 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% | – |
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% |