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 | $441,287 | +7.9% | 17,866 | +0.0% | 0.00% | – |
| Q2 2023 | $409,130 | +3.3% | 17,858 | +0.0% | 0.00% | – |
| Q1 2023 | $396,087 | +34.4% | 17,850 | +31.7% | 0.00% | – |
| Q4 2022 | $294,692 | -20.6% | 13,549 | -26.8% | 0.00% | – |
| Q3 2022 | $371,000 | +5.4% | 18,507 | -0.3% | 0.00% | – |
| Q2 2022 | $352,000 | -14.6% | 18,571 | -5.8% | 0.00% | – |
| Q1 2022 | $412,000 | +13.2% | 19,724 | -3.6% | 0.00% | – |
| Q4 2021 | $364,000 | +5.2% | 20,461 | +7.6% | 0.00% | – |
| Q3 2021 | $346,000 | -12.4% | 19,022 | -5.5% | 0.00% | – |
| Q2 2021 | $395,000 | -4.1% | 20,126 | -19.0% | 0.00% | – |
| Q1 2021 | $412,000 | +18.1% | 24,832 | -1.3% | 0.00% | – |
| Q4 2020 | $349,000 | +8.7% | 25,157 | -15.6% | 0.00% | – |
| Q3 2020 | $321,000 | -20.3% | 29,795 | -2.4% | 0.00% | -100.0% |
| Q2 2020 | $403,000 | -16.0% | 30,521 | -42.6% | 0.00% | 0.0% |
| Q1 2020 | $480,000 | -65.3% | 53,201 | -16.2% | 0.00% | -50.0% |
| Q4 2019 | $1,385,000 | -38.1% | 63,503 | -33.9% | 0.00% | -33.3% |
| Q3 2019 | $2,237,000 | -45.5% | 96,119 | -41.2% | 0.00% | -50.0% |
| Q2 2019 | $4,106,000 | +18.4% | 163,534 | +20.3% | 0.01% | +20.0% |
| Q1 2019 | $3,468,000 | +120.5% | 135,952 | +93.0% | 0.01% | +66.7% |
| Q4 2018 | $1,573,000 | -51.2% | 70,457 | -39.9% | 0.00% | -40.0% |
| Q3 2018 | $3,221,000 | +6.2% | 117,302 | +2.8% | 0.01% | 0.0% |
| Q2 2018 | $3,034,000 | +2.2% | 114,146 | -7.8% | 0.01% | 0.0% |
| Q1 2018 | $2,970,000 | -56.6% | 123,746 | -50.3% | 0.01% | -61.5% |
| Q4 2017 | $6,839,000 | +6.2% | 248,947 | +9.0% | 0.01% | 0.0% |
| Q3 2017 | $6,442,000 | -2.3% | 228,295 | +2.8% | 0.01% | -7.1% |
| Q2 2017 | $6,595,000 | -6.5% | 222,049 | -9.6% | 0.01% | -12.5% |
| Q1 2017 | $7,053,000 | +7.2% | 245,747 | +4.4% | 0.02% | -5.9% |
| Q4 2016 | $6,577,000 | -7.0% | 235,451 | +4.9% | 0.02% | -10.5% |
| Q3 2016 | $7,070,000 | -8.0% | 224,458 | -16.4% | 0.02% | -20.8% |
| Q2 2016 | $7,686,000 | +32.9% | 268,388 | +18.1% | 0.02% | +20.0% |
| Q1 2016 | $5,783,000 | +6.7% | 227,177 | +21.5% | 0.02% | +5.3% |
| Q4 2015 | $5,419,000 | -1.3% | 187,050 | +3.5% | 0.02% | -13.6% |
| Q3 2015 | $5,491,000 | -28.4% | 180,691 | -6.7% | 0.02% | -24.1% |
| Q2 2015 | $7,668,000 | -13.1% | 193,644 | -6.0% | 0.03% | -25.6% |
| Q1 2015 | $8,819,000 | -10.9% | 206,045 | -4.3% | 0.04% | -18.8% |
| Q4 2014 | $9,896,000 | -12.4% | 215,375 | +1.2% | 0.05% | -26.2% |
| Q3 2014 | $11,294,000 | +2.6% | 212,776 | +1.2% | 0.06% | -4.4% |
| Q2 2014 | $11,009,000 | +4.9% | 210,184 | -6.8% | 0.07% | -5.6% |
| Q1 2014 | $10,498,000 | +1.2% | 225,579 | +0.7% | 0.07% | -7.7% |
| Q4 2013 | $10,378,000 | +4.8% | 223,910 | +0.8% | 0.08% | -9.3% |
| Q3 2013 | $9,905,000 | -19.3% | 222,088 | -15.6% | 0.09% | -25.9% |
| Q2 2013 | $12,271,000 | – | 263,107 | – | 0.12% | – |
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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% |