OPTIMUM INVESTMENT ADVISORS - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 182 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.78 and the average weighting 0.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$8,000
+14.3%
3750.0%0.00%0.0%
Q2 2022$7,000
-12.5%
3750.0%0.00%
+33.3%
Q1 2022$8,000
+14.3%
3750.0%0.00%0.0%
Q4 2021$7,000
-73.1%
375
-73.9%
0.00%
-72.7%
Q3 2021$26,000
-7.1%
1,4350.0%0.01%
+22.2%
Q2 2021$28,000
-6.7%
1,435
-21.8%
0.01%0.0%
Q1 2021$30,000
+20.0%
1,8350.0%0.01%
+12.5%
Q4 2020$25,000
+19.0%
1,835
-6.6%
0.01%
+14.3%
Q3 2020$21,000
-19.2%
1,9650.0%0.01%
-22.2%
Q2 2020$26,000
+23.8%
1,965
-16.0%
0.01%0.0%
Q1 2020$21,000
-58.8%
2,3400.0%0.01%
-40.0%
Q4 2019$51,000
-5.6%
2,3400.0%0.02%
-11.8%
Q3 2019$54,000
-8.5%
2,3400.0%0.02%
-10.5%
Q2 2019$59,000
-1.7%
2,3400.0%0.02%
-5.0%
Q1 2019$60,000
+15.4%
2,3400.0%0.02%
+11.1%
Q4 2018$52,000
-18.8%
2,3400.0%0.02%0.0%
Q3 2018$64,000
+3.2%
2,3400.0%0.02%0.0%
Q2 2018$62,000
-8.8%
2,340
-17.6%
0.02%
-10.0%
Q1 2018$68,000
-62.6%
2,840
-33.3%
0.02%
-65.5%
Q1 2015$182,000
-7.1%
4,2600.0%0.06%
-7.9%
Q4 2014$196,000
-9.7%
4,260
+4.2%
0.06%
-12.5%
Q3 2014$217,000
+1.4%
4,0900.0%0.07%
+4.3%
Q2 2014$214,000
+12.6%
4,0900.0%0.07%
-2.8%
Q1 2014$190,0000.0%4,0900.0%0.07%0.0%
Q4 2013$190,000
+4.4%
4,0900.0%0.07%
-5.3%
Q3 2013$182,0004,0900.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
NameSharesValueWeighting ↓
BRIGHTON JONES LLC 7,533,706$134,175,0006.34%
FORTEM FINANCIAL GROUP, LLC 269,201$4,794,0002.19%
Advisory Services & Investments, LLC 150,634$2,683,0001.72%
My Personal CFO, LLC 98,011$1,746,0001.52%
Greytown Advisors Inc. 200,878$3,578,0001.52%
Parkside Financial Bank & Trust 345,253$6,149,0001.52%
Rye Brook Capital LLC 327,000$5,824,0001.49%
Coulter & Justus Financial Services, LLC 103,117$1,837,0001.44%
NICOLET BANKSHARES INC 330,951$5,894,0001.30%
NICOLET ADVISORY SERVICES, LLC 572,299$10,193,0001.25%
View complete list of JPMORGAN CHASE & CO shareholders