JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 182 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $179,298,907 | -46.1% | 7,259,066 | -50.0% | 0.42% | +16.8% |
| Q2 2023 | $332,466,092 | -80.2% | 14,511,832 | -0.9% | 0.36% | -80.5% |
| Q1 2023 | $1,678,879,396 | +1465.9% | 14,638,056 | +102.7% | 1.86% | +416.1% |
| Q4 2022 | $107,214,642 | -22.6% | 7,220,966 | +4.6% | 0.36% | -3.5% |
| Q3 2022 | $138,507,000 | +4.7% | 6,904,598 | -1.1% | 0.37% | +8.4% |
| Q2 2022 | $132,346,000 | -2.0% | 6,980,273 | +8.0% | 0.34% | +16.6% |
| Q1 2022 | $135,098,000 | +26.7% | 6,460,934 | +7.9% | 0.30% | +33.5% |
| Q4 2021 | $106,647,000 | +36.0% | 5,987,970 | +38.7% | 0.22% | +21.4% |
| Q3 2021 | $78,421,000 | -20.0% | 4,315,991 | -13.5% | 0.18% | -19.1% |
| Q2 2021 | $98,064,000 | +17.8% | 4,990,542 | -0.6% | 0.22% | +7.1% |
| Q1 2021 | $83,271,000 | +24.0% | 5,019,355 | +3.8% | 0.21% | +18.6% |
| Q4 2020 | $67,138,000 | +32.3% | 4,833,652 | +6.8% | 0.18% | +14.2% |
| Q3 2020 | $50,750,000 | +6.1% | 4,524,775 | +24.9% | 0.16% | -33.2% |
| Q2 2020 | $47,811,000 | +9.5% | 3,622,114 | -25.1% | 0.23% | +24.1% |
| Q1 2020 | $43,651,000 | -53.8% | 4,834,031 | +11.6% | 0.19% | -39.3% |
| Q4 2019 | $94,431,000 | +51.7% | 4,329,732 | +61.9% | 0.31% | +40.6% |
| Q3 2019 | $62,248,000 | -4.8% | 2,675,021 | +2.7% | 0.22% | -4.4% |
| Q2 2019 | $65,374,000 | -15.8% | 2,603,520 | -14.5% | 0.23% | -23.7% |
| Q1 2019 | $77,679,000 | +2.0% | 3,045,072 | -10.7% | 0.30% | -11.5% |
| Q4 2018 | $76,134,000 | +23.7% | 3,411,011 | +52.1% | 0.34% | +45.5% |
| Q3 2018 | $61,563,000 | +9.0% | 2,241,922 | +5.6% | 0.23% | +1.3% |
| Q2 2018 | $56,455,000 | +9.7% | 2,123,999 | -0.9% | 0.23% | +2.7% |
| Q1 2018 | $51,440,000 | -37.6% | 2,143,348 | -28.6% | 0.22% | -36.0% |
| Q4 2017 | $82,430,000 | +63.6% | 3,000,721 | +68.0% | 0.35% | +52.2% |
| Q3 2017 | $50,400,000 | +1.3% | 1,785,985 | +6.6% | 0.23% | -26.3% |
| Q2 2017 | $49,761,000 | -8.0% | 1,675,445 | +0.0% | 0.31% | -8.2% |
| Q1 2017 | $54,115,000 | -9.7% | 1,675,433 | -11.6% | 0.34% | -14.1% |
| Q4 2016 | $59,898,000 | +7.0% | 1,894,882 | +6.7% | 0.40% | +2.1% |
| Q3 2016 | $55,962,000 | +2.3% | 1,776,605 | +3.3% | 0.39% | -2.8% |
| Q2 2016 | $54,701,000 | +24.8% | 1,719,592 | +6.3% | 0.40% | +17.7% |
| Q1 2016 | $43,819,000 | -58.7% | 1,617,517 | -55.9% | 0.34% | -59.2% |
| Q4 2015 | $106,193,000 | +628.9% | 3,665,596 | +664.7% | 0.83% | +592.5% |
| Q3 2015 | $14,568,000 | -40.0% | 479,355 | -21.8% | 0.12% | -32.2% |
| Q2 2015 | $24,263,000 | -17.4% | 612,677 | -10.7% | 0.18% | -18.4% |
| Q1 2015 | $29,376,000 | -20.7% | 686,361 | -14.9% | 0.22% | -23.3% |
| Q4 2014 | $37,039,000 | -16.4% | 806,082 | -3.4% | 0.28% | -18.7% |
| Q3 2014 | $44,281,000 | -6.8% | 834,248 | -8.0% | 0.35% | -9.6% |
| Q2 2014 | $47,488,000 | +10.4% | 906,593 | -0.7% | 0.38% | +5.2% |
| Q1 2014 | $43,025,000 | – | 913,115 | – | 0.37% | – |
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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |