JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 188 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $165,086 | +7.7% | 6,690 | 0.0% | 0.00% | – |
| Q2 2023 | $153,268 | +3.3% | 6,690 | 0.0% | 0.00% | – |
| Q1 2023 | $148,408 | -16.9% | 6,690 | -18.6% | 0.00% | -100.0% |
| Q4 2022 | $178,576 | +33.3% | 8,218 | +22.8% | 0.00% | – |
| Q3 2022 | $134,000 | +5.5% | 6,690 | 0.0% | 0.00% | – |
| Q2 2022 | $127,000 | -9.3% | 6,690 | 0.0% | 0.00% | – |
| Q1 2022 | $140,000 | +17.6% | 6,690 | 0.0% | 0.00% | – |
| Q4 2021 | $119,000 | -1.7% | 6,690 | 0.0% | 0.00% | – |
| Q3 2021 | $121,000 | +83.3% | 6,690 | +97.5% | 0.00% | – |
| Q2 2021 | $66,000 | -37.1% | 3,387 | -46.7% | 0.00% | – |
| Q1 2021 | $105,000 | +156.1% | 6,349 | +113.0% | 0.00% | – |
| Q4 2020 | $41,000 | -89.3% | 2,981 | -91.6% | 0.00% | -100.0% |
| Q3 2020 | $384,000 | -32.9% | 35,595 | -17.2% | 0.00% | -50.0% |
| Q2 2020 | $572,000 | +30.6% | 42,994 | -10.4% | 0.00% | -33.3% |
| Q1 2020 | $438,000 | -89.4% | 48,000 | -74.6% | 0.00% | -85.0% |
| Q4 2019 | $4,115,000 | +16.7% | 188,704 | +24.6% | 0.02% | +11.1% |
| Q3 2019 | $3,526,000 | +1.1% | 151,479 | +9.0% | 0.02% | 0.0% |
| Q2 2019 | $3,489,000 | -10.3% | 138,950 | -9.0% | 0.02% | -18.2% |
| Q1 2019 | $3,890,000 | -59.2% | 152,677 | -64.4% | 0.02% | -66.7% |
| Q4 2018 | $9,538,000 | +90.6% | 428,468 | +138.9% | 0.07% | +127.6% |
| Q3 2018 | $5,005,000 | -2.0% | 179,380 | -7.7% | 0.03% | -12.1% |
| Q2 2018 | $5,105,000 | -78.9% | 194,311 | -80.7% | 0.03% | -81.8% |
| Q1 2018 | $24,190,000 | +22.3% | 1,007,070 | +39.8% | 0.18% | +13.1% |
| Q4 2017 | $19,783,000 | -31.6% | 720,152 | -29.7% | 0.16% | -38.7% |
| Q3 2017 | $28,914,000 | -3.1% | 1,024,592 | +2.0% | 0.26% | -12.4% |
| Q2 2017 | $29,833,000 | -3.7% | 1,004,484 | +4.8% | 0.30% | -11.6% |
| Q1 2017 | $30,974,000 | +22.6% | 958,934 | +20.0% | 0.34% | +12.0% |
| Q4 2016 | $25,260,000 | +18.9% | 799,119 | +18.5% | 0.30% | +13.6% |
| Q3 2016 | $21,244,000 | +5.8% | 674,401 | +6.9% | 0.26% | -12.5% |
| Q2 2016 | $20,072,000 | +28.4% | 630,987 | +9.3% | 0.30% | +19.3% |
| Q1 2016 | $15,632,000 | -14.8% | 577,050 | -8.9% | 0.25% | -16.2% |
| Q4 2015 | $18,343,000 | +175.5% | 633,188 | +189.1% | 0.30% | +168.1% |
| Q3 2015 | $6,657,000 | -22.7% | 219,049 | +0.7% | 0.11% | -15.7% |
| Q2 2015 | $8,613,000 | -5.0% | 217,495 | +2.7% | 0.13% | -4.3% |
| Q1 2015 | $9,066,000 | +23.3% | 211,822 | +32.4% | 0.14% | +14.8% |
| Q4 2014 | $7,353,000 | -11.6% | 160,026 | +2.2% | 0.12% | -17.6% |
| Q3 2014 | $8,314,000 | +7.4% | 156,627 | +6.0% | 0.15% | +12.1% |
| Q2 2014 | $7,740,000 | +36.4% | 147,770 | +21.2% | 0.13% | +33.3% |
| Q1 2014 | $5,674,000 | -0.4% | 121,917 | -0.8% | 0.10% | +4.2% |
| Q4 2013 | $5,699,000 | +25.8% | 122,958 | +21.0% | 0.10% | +11.8% |
| Q3 2013 | $4,531,000 | +4.1% | 101,599 | +8.8% | 0.08% | -3.4% |
| Q2 2013 | $4,353,000 | – | 93,339 | – | 0.09% | – |
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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% |