JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 179 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,445,146 | +16.7% | 706,280 | +8.3% | 0.08% | +23.5% |
| Q2 2023 | $14,946,629 | +5.3% | 652,406 | +2.0% | 0.07% | 0.0% |
| Q1 2023 | $14,191,595 | +4.8% | 639,549 | +2.7% | 0.07% | +1.5% |
| Q4 2022 | $13,548,011 | +18.9% | 622,896 | +9.6% | 0.07% | +13.6% |
| Q3 2022 | $11,397,000 | +12.4% | 568,123 | +6.2% | 0.06% | +18.0% |
| Q2 2022 | $10,140,000 | -9.1% | 534,813 | +0.3% | 0.05% | +6.4% |
| Q1 2022 | $11,151,000 | +17.7% | 533,312 | +0.3% | 0.05% | +23.7% |
| Q4 2021 | $9,472,000 | +1.8% | 531,803 | +3.8% | 0.04% | -7.3% |
| Q3 2021 | $9,309,000 | -7.8% | 512,328 | -0.3% | 0.04% | -6.8% |
| Q2 2021 | $10,100,000 | -41.8% | 513,972 | -50.9% | 0.04% | +10.0% |
| Q1 2021 | $17,364,000 | +131.7% | 1,046,742 | +94.0% | 0.04% | +8.1% |
| Q4 2020 | $7,495,000 | +10.0% | 539,644 | -14.6% | 0.04% | 0.0% |
| Q3 2020 | $6,815,000 | -29.2% | 632,185 | -13.3% | 0.04% | -32.7% |
| Q2 2020 | $9,621,000 | +22.4% | 728,814 | -16.3% | 0.06% | +5.8% |
| Q1 2020 | $7,859,000 | -64.1% | 870,361 | -13.4% | 0.05% | -55.6% |
| Q4 2019 | $21,912,000 | -15.1% | 1,004,710 | -9.4% | 0.12% | -20.4% |
| Q3 2019 | $25,803,000 | -23.6% | 1,108,853 | -17.6% | 0.15% | -25.4% |
| Q2 2019 | $33,782,000 | -14.6% | 1,345,384 | -13.2% | 0.20% | -16.2% |
| Q1 2019 | $39,549,000 | +11.0% | 1,550,330 | -2.8% | 0.24% | +0.9% |
| Q4 2018 | $35,619,000 | -20.1% | 1,595,805 | -1.7% | 0.23% | -6.0% |
| Q3 2018 | $44,594,000 | +6.9% | 1,623,972 | +3.5% | 0.25% | +2.1% |
| Q2 2018 | $41,707,000 | +14.1% | 1,569,091 | +3.0% | 0.24% | +12.5% |
| Q1 2018 | $36,567,000 | -7.9% | 1,523,654 | +5.4% | 0.22% | -4.8% |
| Q4 2017 | $39,704,000 | +1.6% | 1,445,352 | +4.4% | 0.23% | -2.2% |
| Q3 2017 | $39,080,000 | +1.3% | 1,384,822 | +6.6% | 0.23% | +0.4% |
| Q2 2017 | $38,568,000 | +1.4% | 1,298,584 | +10.3% | 0.23% | +1.3% |
| Q1 2017 | $38,025,000 | +11.4% | 1,177,239 | +9.1% | 0.23% | +7.0% |
| Q4 2016 | $34,120,000 | +33.5% | 1,079,415 | +33.0% | 0.21% | +32.3% |
| Q3 2016 | $25,561,000 | +44.1% | 811,455 | +45.5% | 0.16% | +38.8% |
| Q2 2016 | $17,740,000 | +185.3% | 557,703 | +142.9% | 0.12% | +182.9% |
| Q1 2016 | $6,219,000 | +2557.7% | 229,581 | +3777.4% | 0.04% | +1950.0% |
| Q2 2015 | $234,000 | -66.8% | 5,921 | -64.1% | 0.00% | -60.0% |
| Q1 2015 | $705,000 | -29.6% | 16,472 | -24.5% | 0.01% | -28.6% |
| Q4 2014 | $1,002,000 | -9.6% | 21,811 | +4.4% | 0.01% | -12.5% |
| Q3 2014 | $1,109,000 | +16.2% | 20,887 | +14.6% | 0.01% | +33.3% |
| Q2 2014 | $954,000 | +10.4% | 18,220 | -1.9% | 0.01% | -14.3% |
| Q1 2014 | $864,000 | +19.8% | 18,570 | +19.4% | 0.01% | +40.0% |
| Q4 2013 | $721,000 | +6.2% | 15,548 | +2.1% | 0.01% | 0.0% |
| Q3 2013 | $679,000 | -6.1% | 15,223 | -1.7% | 0.01% | +66.7% |
| Q2 2013 | $723,000 | -1.2% | 15,492 | -3.7% | 0.00% | 0.0% |
| Q1 2013 | $732,000 | +36.6% | 16,092 | +15.4% | 0.00% | +50.0% |
| Q4 2012 | $536,000 | – | 13,941 | – | 0.00% | – |
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% |