JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 322 filers reported holding JPMORGAN CHASE & CO in Q1 2015. The put-call ratio across all filers is 3.74 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $308,000 | +6.6% | 15,330 | +0.5% | 0.02% | +9.5% |
| Q2 2022 | $289,000 | +7.8% | 15,250 | +19.1% | 0.02% | +23.5% |
| Q1 2022 | $268,000 | +13.1% | 12,800 | -3.8% | 0.02% | +13.3% |
| Q4 2021 | $237,000 | -2.1% | 13,300 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $242,000 | -5.1% | 13,300 | +2.3% | 0.02% | 0.0% |
| Q2 2021 | $255,000 | -73.8% | 13,000 | -77.9% | 0.02% | -77.8% |
| Q1 2021 | $974,000 | -85.1% | 58,700 | -87.5% | 0.07% | -86.0% |
| Q4 2020 | $6,535,000 | +2611.6% | 470,509 | +2001.0% | 0.51% | +2236.4% |
| Q3 2020 | $241,000 | -32.1% | 22,395 | -16.7% | 0.02% | -31.2% |
| Q2 2020 | $355,000 | -68.4% | 26,895 | -78.4% | 0.03% | -71.9% |
| Q1 2020 | $1,122,000 | -96.6% | 124,295 | -91.8% | 0.11% | -93.2% |
| Q4 2019 | $33,244,000 | +126.9% | 1,524,245 | +142.1% | 1.68% | +167.7% |
| Q3 2019 | $14,651,000 | -7.1% | 629,620 | +0.3% | 0.63% | -0.5% |
| Q2 2019 | $15,765,000 | +13.7% | 627,855 | +15.6% | 0.63% | +16.6% |
| Q1 2019 | $13,861,000 | -55.5% | 543,355 | -61.1% | 0.54% | -59.9% |
| Q4 2018 | $31,173,000 | +88.1% | 1,396,625 | +131.4% | 1.35% | +161.6% |
| Q3 2018 | $16,572,000 | -48.0% | 603,485 | -49.7% | 0.52% | -48.9% |
| Q2 2018 | $31,890,000 | -4.5% | 1,199,790 | -13.7% | 1.01% | -12.4% |
| Q1 2018 | $33,382,000 | -5.7% | 1,390,935 | +7.9% | 1.15% | +4.2% |
| Q4 2017 | $35,411,000 | +12.7% | 1,289,090 | +15.8% | 1.11% | +16.7% |
| Q3 2017 | $31,413,000 | -0.7% | 1,113,150 | +4.5% | 0.95% | +4.8% |
| Q2 2017 | $31,630,000 | -10.8% | 1,064,990 | -3.0% | 0.90% | -5.5% |
| Q1 2017 | $35,477,000 | +35.2% | 1,098,350 | +32.3% | 0.96% | +33.6% |
| Q4 2016 | $26,243,000 | +8.2% | 830,210 | +7.8% | 0.72% | +4.5% |
| Q3 2016 | $24,262,000 | -7.1% | 770,210 | -6.2% | 0.69% | -10.6% |
| Q2 2016 | $26,125,000 | +6.1% | 821,295 | -9.6% | 0.77% | -13.4% |
| Q1 2016 | $24,619,000 | -73.8% | 908,795 | -71.9% | 0.89% | -72.8% |
| Q4 2015 | $93,803,000 | +1237.2% | 3,237,935 | +1302.6% | 3.26% | +1303.9% |
| Q3 2015 | $7,015,000 | +14.3% | 230,845 | +49.0% | 0.23% | +45.9% |
| Q2 2015 | $6,136,000 | -37.6% | 154,955 | -32.6% | 0.16% | -38.1% |
| Q1 2015 | $9,837,000 | -40.6% | 229,830 | -36.2% | 0.26% | -39.2% |
| Q4 2014 | $16,548,000 | +35.6% | 360,140 | +56.6% | 0.42% | +44.4% |
| Q3 2014 | $12,207,000 | -2.9% | 229,980 | -4.2% | 0.29% | -7.9% |
| Q2 2014 | $12,570,000 | +12.5% | 239,980 | 0.0% | 0.32% | -7.0% |
| Q1 2014 | $11,169,000 | -23.5% | 239,980 | -23.8% | 0.34% | -26.3% |
| Q4 2013 | $14,599,000 | +86.3% | 314,980 | +79.3% | 0.46% | +65.7% |
| Q3 2013 | $7,835,000 | +39.2% | 175,680 | +45.6% | 0.28% | +31.5% |
| Q2 2013 | $5,627,000 | – | 120,650 | – | 0.21% | – |
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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% |