JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 188 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,247,824 | +4.1% | 333,920 | -3.5% | 2.53% | +12.4% |
| Q2 2023 | $7,926,608 | +4.6% | 345,989 | +1.3% | 2.25% | -8.5% |
| Q1 2023 | $7,579,926 | -0.4% | 341,592 | -2.3% | 2.46% | -6.1% |
| Q4 2022 | $7,607,824 | +7.9% | 349,785 | -0.5% | 2.62% | +30.1% |
| Q3 2022 | $7,050,000 | +3.9% | 351,452 | -1.8% | 2.01% | +13.9% |
| Q2 2022 | $6,785,000 | -5.8% | 357,874 | +3.8% | 1.77% | +14.0% |
| Q1 2022 | $7,206,000 | +22.3% | 344,620 | +4.1% | 1.55% | +19.3% |
| Q4 2021 | $5,894,000 | +9.6% | 330,951 | +11.8% | 1.30% | -6.3% |
| Q3 2021 | $5,380,000 | +2.6% | 296,109 | +11.0% | 1.39% | +0.7% |
| Q2 2021 | $5,242,000 | +16.2% | 266,747 | -1.9% | 1.38% | +10.6% |
| Q1 2021 | $4,512,000 | +21.8% | 271,951 | +2.0% | 1.25% | +9.1% |
| Q4 2020 | $3,704,000 | +33.2% | 266,656 | +3.4% | 1.14% | +18.5% |
| Q3 2020 | $2,780,000 | -16.9% | 257,896 | +1.8% | 0.96% | -23.6% |
| Q2 2020 | $3,344,000 | +75.8% | 253,317 | +20.3% | 1.26% | +47.0% |
| Q1 2020 | $1,902,000 | +18.8% | 210,617 | +186.9% | 0.86% | +44.9% |
| Q4 2019 | $1,601,000 | +12.9% | 73,408 | +20.5% | 0.59% | +4.2% |
| Q3 2019 | $1,418,000 | – | 60,929 | – | 0.57% | – |
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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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |