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 | $633 | +3.4% | 25,607 | -4.1% | 0.00% | 0.0% |
| Q2 2023 | $612 | +4.8% | 26,701 | +1.4% | 0.00% | 0.0% |
| Q1 2023 | $584 | +1.9% | 26,325 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $573 | -99.9% | 26,361 | -1.0% | 0.00% | 0.0% |
| Q3 2022 | $534,000 | +0.9% | 26,633 | -2.1% | 0.00% | 0.0% |
| Q2 2022 | $529,000 | -43.5% | 27,216 | -39.3% | 0.00% | -50.0% |
| Q1 2022 | $937,000 | -1.8% | 44,817 | -16.3% | 0.00% | 0.0% |
| Q4 2021 | $954,000 | -5.3% | 53,561 | -3.3% | 0.00% | 0.0% |
| Q3 2021 | $1,007,000 | +8.0% | 55,397 | +16.8% | 0.00% | 0.0% |
| Q2 2021 | $932,000 | +5.1% | 47,415 | -11.4% | 0.00% | 0.0% |
| Q1 2021 | $887,000 | +22.2% | 53,489 | +2.3% | 0.00% | 0.0% |
| Q4 2020 | $726,000 | +9.7% | 52,272 | -14.9% | 0.00% | 0.0% |
| Q3 2020 | $662,000 | -12.4% | 61,395 | +7.1% | 0.00% | -20.0% |
| Q2 2020 | $756,000 | +179.0% | 57,306 | +91.1% | 0.01% | +150.0% |
| Q1 2020 | $271,000 | -63.3% | 29,990 | -11.5% | 0.00% | -60.0% |
| Q4 2019 | $739,000 | +25.0% | 33,875 | +33.5% | 0.01% | +25.0% |
| Q3 2019 | $591,000 | -27.9% | 25,381 | -22.2% | 0.00% | -33.3% |
| Q2 2019 | $820,000 | -0.2% | 32,638 | +1.3% | 0.01% | -14.3% |
| Q1 2019 | $822,000 | +17.9% | 32,230 | +3.3% | 0.01% | 0.0% |
| Q4 2018 | $697,000 | -81.3% | 31,215 | -77.1% | 0.01% | -78.1% |
| Q3 2018 | $3,735,000 | +10.0% | 136,014 | +6.5% | 0.03% | -3.0% |
| Q2 2018 | $3,396,000 | +390.0% | 127,771 | +342.5% | 0.03% | +371.4% |
| Q1 2018 | $693,000 | +9.3% | 28,875 | +25.2% | 0.01% | 0.0% |
| Q4 2017 | $634,000 | -37.3% | 23,061 | -35.6% | 0.01% | -41.7% |
| Q3 2017 | $1,011,000 | -13.7% | 35,828 | -9.1% | 0.01% | -20.0% |
| Q2 2017 | $1,171,000 | -56.9% | 39,429 | -53.1% | 0.02% | -58.3% |
| Q1 2017 | $2,714,000 | +3.3% | 84,029 | +1.1% | 0.04% | -10.0% |
| Q4 2016 | $2,628,000 | +65.9% | 83,148 | +65.3% | 0.04% | +42.9% |
| Q3 2016 | $1,584,000 | -29.1% | 50,291 | -39.0% | 0.03% | -51.7% |
| Q1 2016 | $2,233,000 | +2.8% | 82,436 | +9.9% | 0.06% | +3.6% |
| Q4 2015 | $2,173,000 | +125.2% | 74,996 | +136.2% | 0.06% | +107.4% |
| Q3 2015 | $965,000 | -99.9% | 31,757 | +11.3% | 0.03% | +12.5% |
| Q2 2015 | $1,129,800,000 | +88720.8% | 28,530 | -4.0% | 0.02% | 0.0% |
| Q1 2015 | $1,272,000 | -99.9% | 29,712 | -46.3% | 0.02% | -52.9% |
| Q4 2014 | $2,541,719,000 | +13.8% | 55,315 | +31.5% | 0.05% | +10.9% |
| Q3 2014 | $2,233,275,000 | +0.6% | 42,074 | -0.7% | 0.05% | -4.2% |
| Q2 2014 | $2,219,300,000 | +13.3% | 42,369 | +0.6% | 0.05% | +2.1% |
| Q1 2014 | $1,959,532,000 | -5.2% | 42,104 | -5.6% | 0.05% | -14.5% |
| Q4 2013 | $2,066,323,000 | +21.4% | 44,581 | +16.8% | 0.06% | +7.8% |
| Q3 2013 | $1,701,759,000 | – | 38,156 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 911,842 | $9,830,000 | 5.39% |
| BRIGHTON JONES LLC | 5,829,814 | $62,845,000 | 4.34% |
| FORTEM FINANCIAL GROUP, LLC | 348,752 | $3,760,000 | 2.72% |
| MPS Loria Financial Planners, LLC | 386,964 | $4,171,000 | 2.16% |
| Sageworth Trust Co | 1,731,102 | $18,661,000 | 2.01% |
| Greytown Advisors Inc. | 209,866 | $2,262,000 | 1.86% |
| Wilshire Advisors LLC | 126,907 | $1,368,000 | 1.39% |
| NOESIS CAPITAL MANGEMENT CORP | 341,547 | $3,682,000,000 | 1.04% |
| NICOLET BANKSHARES INC | 257,896 | $2,780,000 | 0.96% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,277,855 | $13,775,000 | 0.95% |