JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 314 filers reported holding JPMORGAN CHASE & CO in Q4 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,290,925 | +7.8% | 92,750 | 0.0% | 0.38% | +22.1% |
| Q2 2023 | $2,124,903 | +3.2% | 92,750 | 0.0% | 0.31% | +0.7% |
| Q1 2023 | $2,058,123 | +2.0% | 92,750 | 0.0% | 0.31% | +727.0% |
| Q4 2022 | $2,017,313 | +8.4% | 92,750 | 0.0% | 0.04% | +15.6% |
| Q3 2022 | $1,861,000 | +5.8% | 92,750 | 0.0% | 0.03% | +6.7% |
| Q2 2022 | $1,759,000 | -9.3% | 92,750 | 0.0% | 0.03% | -3.2% |
| Q1 2022 | $1,939,000 | +17.4% | 92,750 | 0.0% | 0.03% | +24.0% |
| Q4 2021 | $1,652,000 | -2.0% | 92,750 | 0.0% | 0.02% | -13.8% |
| Q3 2021 | $1,685,000 | -7.6% | 92,750 | 0.0% | 0.03% | -12.1% |
| Q2 2021 | $1,823,000 | +18.5% | 92,750 | 0.0% | 0.03% | +10.0% |
| Q1 2021 | $1,539,000 | +19.5% | 92,750 | 0.0% | 0.03% | +15.4% |
| Q4 2020 | $1,288,000 | +28.8% | 92,750 | 0.0% | 0.03% | +8.3% |
| Q3 2020 | $1,000,000 | -18.3% | 92,750 | 0.0% | 0.02% | -20.0% |
| Q2 2020 | $1,224,000 | +46.1% | 92,750 | 0.0% | 0.03% | +50.0% |
| Q1 2020 | $838,000 | -58.6% | 92,750 | 0.0% | 0.02% | -39.4% |
| Q4 2019 | $2,023,000 | -6.3% | 92,750 | 0.0% | 0.03% | -17.5% |
| Q3 2019 | $2,158,000 | -7.3% | 92,750 | 0.0% | 0.04% | -13.0% |
| Q2 2019 | $2,329,000 | -1.6% | 92,750 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $2,366,000 | +14.3% | 92,750 | 0.0% | 0.05% | +4.5% |
| Q4 2018 | $2,070,000 | -18.7% | 92,750 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $2,547,000 | +3.3% | 92,750 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $2,465,000 | +10.7% | 92,750 | 0.0% | 0.04% | +4.8% |
| Q1 2018 | $2,226,000 | -12.6% | 92,750 | 0.0% | 0.04% | -20.8% |
| Q4 2017 | $2,548,000 | -79.5% | 92,750 | -66.7% | 0.05% | -85.4% |
| Q3 2013 | $12,404,000 | -4.4% | 278,116 | 0.0% | 0.36% | -6.9% |
| Q2 2013 | $12,971,000 | – | 278,116 | – | 0.39% | – |
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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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |