EVERGREEN CAPITAL MANAGEMENT LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 192 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$11,800,253
+6.7%
477,743
-1.0%
0.52%
+11.9%
Q2 2023$11,057,924
+1.9%
482,668
-1.3%
0.46%
-5.1%
Q1 2023$10,847,760
-10.5%
488,858
-12.3%
0.49%
-14.6%
Q4 2022$12,122,863
+7.7%
557,373
-0.7%
0.57%
-3.1%
Q3 2022$11,258,000
-11.7%
561,208
-16.6%
0.59%
-11.3%
Q2 2022$12,753,000
-40.1%
672,633
-34.0%
0.66%
-23.4%
Q1 2022$21,296,000
-30.6%
1,018,452
-40.9%
0.87%
-29.5%
Q4 2021$30,689,000
+86.8%
1,723,125
+90.6%
1.23%
+65.5%
Q3 2021$16,426,000
-3.7%
903,995
+4.2%
0.74%
-9.0%
Q2 2021$17,055,000
+17.3%
867,937
-1.0%
0.82%
+9.4%
Q1 2021$14,539,000
-5.4%
876,362
-20.8%
0.74%
-17.1%
Q4 2020$15,371,000
+11.6%
1,106,615
-13.4%
0.90%
-5.6%
Q3 2020$13,775,000
+1.5%
1,277,855
+24.3%
0.95%
-7.4%
Q2 2020$13,565,000
-23.6%
1,027,655
-47.7%
1.03%
-38.0%
Q1 2020$17,745,000
+500.1%
1,965,143
+1349.6%
1.66%
+573.6%
Q4 2019$2,957,000
-91.6%
135,562
-91.1%
0.25%
-92.5%
Q3 2019$35,302,000
-9.0%
1,517,051
-1.8%
3.29%
-11.0%
Q2 2019$38,808,000
-2.5%
1,545,511
-0.9%
3.70%
-7.3%
Q1 2019$39,790,000
-10.5%
1,559,768
-21.7%
3.99%
-14.3%
Q4 2018$44,475,000
+21.1%
1,992,621
+48.9%
4.66%
+43.3%
Q3 2018$36,740,000
-3.5%
1,337,946
-6.6%
3.25%
-9.0%
Q2 2018$38,092,000
+10.7%
1,433,120
-0.0%
3.58%
+8.2%
Q1 2018$34,397,000
-14.4%
1,433,205
-2.1%
3.30%
-18.8%
Q4 2017$40,201,000
+4.2%
1,463,468
+7.0%
4.07%
-9.9%
Q3 2017$38,592,000
+2.6%
1,367,545
+7.9%
4.51%
-25.6%
Q2 2017$37,628,000
+66.9%
1,266,922
+81.5%
6.07%
+29.2%
Q1 2017$22,545,000
-14.7%
697,977
-16.6%
4.70%
-8.1%
Q4 2016$26,441,000
+25.9%
836,460
+25.5%
5.11%
+23.6%
Q3 2016$20,995,000
+1.0%
666,525
+2.0%
4.13%
-8.5%
Q2 2016$20,786,000
-2.5%
653,472
-17.0%
4.52%
-7.6%
Q1 2016$21,317,000
+34.8%
786,892
+44.2%
4.89%
+29.1%
Q4 2015$15,809,000
+162.5%
545,690
+175.3%
3.79%
+142.2%
Q3 2015$6,023,000
+8.6%
198,202
+41.5%
1.56%
+14.8%
Q2 2015$5,547,000
-4.2%
140,075
+3.6%
1.36%
+6.7%
Q1 2015$5,788,000
+1714.4%
135,235
+2152.0%
1.28%
+1923.8%
Q4 2014$319,0000.0%6,0050.0%0.06%
+1.6%
Q3 2014$319,000
+14.7%
6,005
+13.2%
0.06%
+12.7%
Q2 2014$278,000
+12.6%
5,3050.0%0.06%
+10.0%
Q1 2014$247,000
-8.5%
5,305
-8.8%
0.05%
+2.0%
Q4 2013$270,000
+8.9%
5,820
+4.5%
0.05%
+22.5%
Q3 2013$248,000
-93.7%
5,570
-93.4%
0.04%
-93.3%
Q2 2013$3,911,00083,8640.60%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
BRIGHTON JONES LLC 6,639,884$110,156,0006.52%
Arlington Partners LLC 1,008,242$16,727,0006.12%
Advisory Services & Investments, LLC 217,236$3,604,0002.93%
Sageworth Trust Co 1,966,334$32,622,0002.71%
Rye Brook Capital LLC 216,800$3,597,0002.62%
FORTEM FINANCIAL GROUP, LLC 256,543$4,256,0002.46%
Parkside Financial Bank & Trust 328,278$5,446,0001.64%
Greytown Advisors Inc. 199,246$3,305,0001.64%
NOESIS CAPITAL MANGEMENT CORP 337,708$5,603,000,0001.26%
NICOLET BANKSHARES INC 271,951$4,512,0001.25%
View complete list of JPMORGAN CHASE & CO shareholders