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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $280,039 | +82507.4% | 12,620 | -19.1% | 0.03% | -19.4% |
| Q4 2022 | $339 | -99.9% | 15,598 | -11.5% | 0.04% | -14.3% |
| Q3 2022 | $354,000 | +39.4% | 17,624 | +31.5% | 0.04% | +50.0% |
| Q2 2022 | $254,000 | +6.7% | 13,403 | +2.4% | 0.03% | +3.7% |
| Q3 2021 | $238,000 | +13.9% | 13,095 | +37.0% | 0.03% | -53.4% |
| Q4 2019 | $209,000 | -7.9% | 9,560 | -2.2% | 0.06% | -20.5% |
| Q3 2019 | $227,000 | -5.0% | 9,771 | +2.6% | 0.07% | +2.8% |
| Q2 2019 | $239,000 | -8.4% | 9,525 | -6.8% | 0.07% | -10.1% |
| Q1 2019 | $261,000 | -1.1% | 10,225 | -13.5% | 0.08% | -2.5% |
| Q4 2018 | $264,000 | -24.6% | 11,825 | -7.2% | 0.08% | +5.2% |
| Q3 2018 | $350,000 | +1.7% | 12,745 | -1.7% | 0.08% | -7.2% |
| Q2 2018 | $344,000 | -5.5% | 12,960 | -14.6% | 0.08% | +16.9% |
| Q1 2018 | $364,000 | -17.8% | 15,171 | -5.8% | 0.07% | -32.4% |
| Q4 2017 | $443,000 | -25.2% | 16,111 | -23.1% | 0.10% | -27.6% |
| Q3 2017 | $592,000 | -94.3% | 20,961 | -90.5% | 0.14% | -96.0% |
| Q2 2013 | $10,338,000 | – | 221,656 | – | 3.62% | – |
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% |