JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 182 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,000 | -33.2% | 14,958 | -38.0% | 0.00% | – |
| Q2 2023 | $554,000 | +8.8% | 24,128 | +5.0% | 0.00% | – |
| Q1 2023 | $509,000 | +2.6% | 22,987 | +0.9% | 0.00% | – |
| Q4 2022 | $496,000 | +34.4% | 22,790 | +23.9% | 0.00% | – |
| Q3 2022 | $369,000 | -44.1% | 18,396 | -47.2% | 0.00% | – |
| Q2 2022 | $660,000 | +66.2% | 34,839 | +83.4% | 0.00% | – |
| Q1 2022 | $397,000 | -27.9% | 18,999 | -38.5% | 0.00% | – |
| Q4 2021 | $551,000 | +8.9% | 30,916 | +11.2% | 0.00% | – |
| Q3 2021 | $506,000 | -10.1% | 27,807 | -3.0% | 0.00% | – |
| Q2 2021 | $563,000 | -23.7% | 28,667 | -35.6% | 0.00% | – |
| Q1 2021 | $738,000 | +92.7% | 44,516 | +61.3% | 0.00% | – |
| Q4 2020 | $383,000 | -48.3% | 27,600 | -59.9% | 0.00% | – |
| Q3 2020 | $741,000 | -26.0% | 68,756 | -9.2% | 0.00% | – |
| Q2 2020 | $1,001,000 | +13.9% | 75,738 | -22.1% | 0.00% | – |
| Q1 2020 | $879,000 | -97.0% | 97,285 | -92.7% | 0.00% | -100.0% |
| Q4 2019 | $29,216,000 | -6.6% | 1,339,564 | -0.4% | 0.01% | -8.3% |
| Q3 2019 | $31,297,000 | +32.4% | 1,344,949 | +42.8% | 0.01% | +20.0% |
| Q2 2019 | $23,642,000 | +334.0% | 941,559 | +340.9% | 0.01% | +400.0% |
| Q1 2019 | $5,447,000 | -45.6% | 213,561 | -52.4% | 0.00% | -60.0% |
| Q4 2018 | $10,018,000 | -42.3% | 448,865 | -29.0% | 0.01% | -37.5% |
| Q3 2018 | $17,364,000 | -0.5% | 632,353 | -3.7% | 0.01% | 0.0% |
| Q2 2018 | $17,447,000 | +15.8% | 656,397 | +4.6% | 0.01% | +14.3% |
| Q1 2018 | $15,060,000 | -57.5% | 627,483 | -51.4% | 0.01% | -53.3% |
| Q4 2017 | $35,435,000 | -0.6% | 1,289,942 | +2.1% | 0.02% | -11.8% |
| Q3 2017 | $35,648,000 | -1.9% | 1,263,234 | +3.3% | 0.02% | -5.6% |
| Q2 2017 | $36,321,000 | +88.0% | 1,222,963 | +104.4% | 0.02% | +80.0% |
| Q1 2017 | $19,323,000 | -5.1% | 598,232 | -7.2% | 0.01% | -9.1% |
| Q4 2016 | $20,370,000 | +5.6% | 644,405 | +5.3% | 0.01% | 0.0% |
| Q3 2016 | $19,282,000 | +1.7% | 612,107 | +2.8% | 0.01% | 0.0% |
| Q2 2016 | $18,951,000 | -15.8% | 595,687 | -28.3% | 0.01% | -21.4% |
| Q1 2016 | $22,497,000 | -0.5% | 830,461 | +6.4% | 0.01% | -6.7% |
| Q4 2015 | $22,616,000 | +138.0% | 780,660 | +149.7% | 0.02% | +114.3% |
| Q3 2015 | $9,501,000 | -29.2% | 312,628 | -7.7% | 0.01% | -22.2% |
| Q2 2015 | $13,421,000 | -16.4% | 338,883 | -9.6% | 0.01% | -18.2% |
| Q1 2015 | $16,051,000 | +7.8% | 375,009 | +15.7% | 0.01% | +10.0% |
| Q4 2014 | $14,887,000 | -21.8% | 323,985 | -9.7% | 0.01% | -23.1% |
| Q3 2014 | $19,047,000 | +0.8% | 358,855 | -0.6% | 0.01% | 0.0% |
| Q2 2014 | $18,904,000 | +49.2% | 360,883 | +32.6% | 0.01% | +44.4% |
| Q1 2014 | $12,670,000 | -8.3% | 272,225 | -8.7% | 0.01% | -10.0% |
| Q4 2013 | $13,813,000 | +4.9% | 298,008 | +0.9% | 0.01% | 0.0% |
| Q3 2013 | $13,171,000 | -0.9% | 295,353 | +3.6% | 0.01% | -9.1% |
| Q2 2013 | $13,293,000 | – | 284,987 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FORTEM FINANCIAL GROUP, LLC | 375,885 | $9,284,360 | 5.44% |
| NICOLET BANKSHARES INC | 333,920 | $8,247,824 | 2.53% |
| Parkside Financial Bank & Trust | 423,397 | $10,457,900 | 2.42% |
| BRIGHTON JONES LLC | 1,650,284 | $40,762,016 | 2.07% |
| AlphaQ Advisors LLC | 88,566 | $2,187,580 | 1.90% |
| NOESIS CAPITAL MANGEMENT CORP | 533,126 | $13,168,216 | 1.73% |
| My Personal CFO, LLC | 81,377 | $2,010,019 | 1.62% |
| Arrow Investment Advisors, LLC | 73,178 | $1,807,497 | 1.44% |
| NICOLET ADVISORY SERVICES, LLC | 547,156 | $12,994,959 | 1.44% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |