JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 193 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,323,812 | +6.1% | 215,539 | -1.5% | 0.04% | +10.5% |
| Q2 2023 | $5,015,433 | +5.8% | 218,919 | +2.5% | 0.04% | +2.7% |
| Q1 2023 | $4,740,648 | +1.3% | 213,639 | -0.7% | 0.04% | -2.6% |
| Q4 2022 | $4,679,381 | +7.9% | 215,144 | -0.4% | 0.04% | 0.0% |
| Q3 2022 | $4,335,000 | +4.2% | 216,099 | -1.5% | 0.04% | +11.8% |
| Q2 2022 | $4,160,000 | -8.2% | 219,395 | +1.2% | 0.03% | +9.7% |
| Q1 2022 | $4,531,000 | +73.1% | 216,720 | +47.5% | 0.03% | +82.4% |
| Q4 2021 | $2,617,000 | -2.2% | 146,911 | -0.3% | 0.02% | -10.5% |
| Q3 2021 | $2,676,000 | -8.2% | 147,293 | -0.8% | 0.02% | -9.5% |
| Q2 2021 | $2,916,000 | +19.2% | 148,413 | +0.6% | 0.02% | +10.5% |
| Q1 2021 | $2,446,000 | +12.2% | 147,471 | -6.0% | 0.02% | +5.6% |
| Q4 2020 | $2,181,000 | +28.0% | 156,963 | -0.7% | 0.02% | +20.0% |
| Q3 2020 | $1,704,000 | -11.3% | 158,110 | +8.6% | 0.02% | -21.1% |
| Q2 2020 | $1,922,000 | -24.7% | 145,613 | -48.5% | 0.02% | -38.7% |
| Q1 2020 | $2,554,000 | -83.1% | 282,814 | -59.1% | 0.03% | -78.5% |
| Q4 2019 | $15,080,000 | -24.7% | 691,396 | -19.7% | 0.14% | -30.1% |
| Q3 2019 | $20,029,000 | -13.1% | 860,724 | -6.3% | 0.21% | -20.5% |
| Q2 2019 | $23,054,000 | -10.9% | 918,145 | -9.4% | 0.26% | -15.4% |
| Q1 2019 | $25,865,000 | -19.3% | 1,013,928 | -29.4% | 0.31% | -25.0% |
| Q4 2018 | $32,053,000 | -46.8% | 1,436,046 | -34.6% | 0.41% | -43.1% |
| Q3 2018 | $60,264,000 | -23.0% | 2,194,616 | -25.5% | 0.72% | -27.9% |
| Q2 2018 | $78,263,000 | -54.3% | 2,944,458 | -58.7% | 0.99% | -12.0% |
| Q1 2018 | $171,246,000 | +85.0% | 7,135,188 | +111.8% | 1.13% | -6.2% |
| Q4 2017 | $92,547,000 | -9.7% | 3,369,026 | -7.3% | 1.20% | -13.6% |
| Q3 2017 | $102,544,000 | -1.4% | 3,633,747 | +3.8% | 1.39% | -4.4% |
| Q2 2017 | $103,955,000 | -0.5% | 3,500,193 | +8.2% | 1.46% | -2.1% |
| Q1 2017 | $104,458,000 | +15.5% | 3,233,998 | +13.0% | 1.49% | +10.3% |
| Q4 2016 | $90,462,000 | +74.9% | 2,861,842 | +74.3% | 1.35% | +67.7% |
| Q3 2016 | $51,725,000 | +59.3% | 1,642,046 | +60.9% | 0.80% | +56.6% |
| Q2 2016 | $32,467,000 | +20.7% | 1,020,652 | +2.8% | 0.51% | +15.0% |
| Q1 2016 | $26,903,000 | -19.5% | 993,084 | -13.9% | 0.45% | -20.0% |
| Q4 2015 | $33,414,000 | -43.0% | 1,153,394 | -40.2% | 0.56% | -44.6% |
| Q3 2015 | $58,648,000 | -20.0% | 1,929,849 | +4.3% | 1.01% | -12.1% |
| Q2 2015 | $73,288,000 | -3.9% | 1,850,710 | +3.9% | 1.15% | -3.1% |
| Q1 2015 | $76,258,000 | +1.2% | 1,781,739 | +8.7% | 1.18% | -0.5% |
| Q4 2014 | $75,342,000 | -5.0% | 1,639,649 | +9.8% | 1.19% | -8.9% |
| Q3 2014 | $79,267,000 | +12.8% | 1,493,349 | +11.3% | 1.31% | +13.8% |
| Q2 2014 | $70,288,000 | +22.8% | 1,341,889 | +9.1% | 1.15% | +18.0% |
| Q1 2014 | $57,234,000 | +4.5% | 1,229,793 | +4.1% | 0.97% | +2.7% |
| Q4 2013 | $54,765,000 | +17.3% | 1,181,555 | +12.9% | 0.95% | +12.6% |
| Q3 2013 | $46,686,000 | +35.9% | 1,046,767 | +38.6% | 0.84% | +31.8% |
| Q2 2013 | $34,346,000 | -12.8% | 755,178 | -12.8% | 0.64% | -16.9% |
| Q1 2013 | $39,409,000 | – | 866,524 | – | 0.77% | – |
Download | ||||||
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% |