JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 271 filers reported holding JPMORGAN CHASE & CO in Q4 2013. The put-call ratio across all filers is 43.69 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,084 | +2.3% | 1,137 | -5.1% | 0.00% | 0.0% |
| Q2 2023 | $27,446 | -4.7% | 1,198 | -7.7% | 0.00% | 0.0% |
| Q1 2023 | $28,803 | -1.8% | 1,298 | -3.7% | 0.00% | 0.0% |
| Q4 2022 | $29,319 | +8.6% | 1,348 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | +3.8% | 1,348 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $26,000 | -7.1% | 1,348 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -41.7% | 1,348 | -50.0% | 0.00% | 0.0% |
| Q4 2021 | $48,000 | +100.0% | 2,696 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | -7.7% | 1,348 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $26,000 | -39.5% | 1,348 | -47.5% | 0.00% | 0.0% |
| Q1 2021 | $43,000 | -10.4% | 2,569 | -25.5% | 0.00% | -50.0% |
| Q4 2020 | $48,000 | +23.1% | 3,449 | -5.0% | 0.00% | +100.0% |
| Q3 2020 | $39,000 | -17.0% | 3,629 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $47,000 | +11.9% | 3,629 | -21.3% | 0.00% | 0.0% |
| Q1 2020 | $42,000 | -79.7% | 4,609 | -51.6% | 0.00% | -81.8% |
| Q3 2019 | $207,000 | -27.6% | 9,519 | -16.2% | 0.01% | -31.2% |
| Q2 2019 | $286,000 | -17.6% | 11,363 | -18.4% | 0.02% | -15.8% |
| Q1 2019 | $347,000 | +7.1% | 13,918 | -4.2% | 0.02% | -9.5% |
| Q4 2018 | $324,000 | -25.9% | 14,533 | -8.6% | 0.02% | -8.7% |
| Q3 2018 | $437,000 | -4.2% | 15,899 | -7.2% | 0.02% | -4.2% |
| Q2 2018 | $456,000 | +54.1% | 17,137 | +39.3% | 0.02% | +41.2% |
| Q1 2018 | $296,000 | -13.5% | 12,303 | -1.2% | 0.02% | -10.5% |
| Q4 2017 | $342,000 | -35.8% | 12,455 | -34.1% | 0.02% | -40.6% |
| Q3 2017 | $533,000 | -10.4% | 18,905 | -5.8% | 0.03% | -11.1% |
| Q2 2017 | $595,000 | -5.4% | 20,070 | +2.9% | 0.04% | -10.0% |
| Q1 2017 | $629,000 | -7.8% | 19,502 | -9.6% | 0.04% | -9.1% |
| Q4 2016 | $682,000 | +1.5% | 21,577 | +1.1% | 0.04% | 0.0% |
| Q3 2016 | $672,000 | -4.1% | 21,352 | -3.2% | 0.04% | -6.4% |
| Q2 2016 | $701,000 | +15.5% | 22,047 | -1.5% | 0.05% | +17.5% |
| Q1 2016 | $607,000 | -49.7% | 22,387 | -46.3% | 0.04% | -51.2% |
| Q4 2015 | $1,207,000 | -49.9% | 41,662 | -47.5% | 0.08% | -52.9% |
| Q3 2015 | $2,410,000 | -35.4% | 79,312 | -15.8% | 0.17% | -29.3% |
| Q2 2015 | $3,732,000 | -11.1% | 94,239 | -3.9% | 0.25% | -11.8% |
| Q1 2015 | $4,199,000 | -11.9% | 98,110 | -5.4% | 0.28% | -14.7% |
| Q4 2014 | $4,765,000 | -15.6% | 103,711 | -2.5% | 0.33% | -21.0% |
| Q3 2014 | $5,647,000 | -0.5% | 106,402 | -1.8% | 0.41% | -0.5% |
| Q2 2014 | $5,674,000 | +13.1% | 108,321 | +0.5% | 0.42% | +10.3% |
| Q1 2014 | $5,016,000 | -5.4% | 107,770 | -5.8% | 0.38% | -6.7% |
| Q4 2013 | $5,304,000 | +1.8% | 114,421 | -2.0% | 0.40% | -3.1% |
| Q3 2013 | $5,208,000 | -3.5% | 116,770 | +0.9% | 0.42% | -8.6% |
| Q2 2013 | $5,399,000 | – | 115,752 | – | 0.46% | – |
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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% |