DIVIDEND ASSETS CAPITAL, LLC - JPMORGAN CHASE & CO ownership

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
DIVIDEND ASSETS CAPITAL, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$59
+7.3%
2,4000.0%0.01%
+9.1%
Q2 2023$55
+5.8%
2,4000.0%0.01%0.0%
Q1 2023$520.0%2,4000.0%0.01%0.0%
Q4 2022$52
-99.9%
2,4000.0%0.01%0.0%
Q3 2022$48,000
+4.3%
2,4000.0%0.01%
+10.0%
Q2 2022$46,000
-8.0%
2,4000.0%0.01%
+11.1%
Q1 2022$50,000
+16.3%
2,4000.0%0.01%
+12.5%
Q4 2021$43,000
-2.3%
2,4000.0%0.01%
-11.1%
Q3 2021$44,000
-6.4%
2,4000.0%0.01%0.0%
Q2 2021$47,000
+17.5%
2,4000.0%0.01%
+12.5%
Q1 2021$40,000
+21.2%
2,4000.0%0.01%
+33.3%
Q4 2020$33,000
+26.9%
2,4000.0%0.01%0.0%
Q3 2020$26,000
-18.8%
2,4000.0%0.01%
-14.3%
Q2 2020$32,000
+45.5%
2,4000.0%0.01%
+40.0%
Q1 2020$22,000
-57.7%
2,4000.0%0.01%
-37.5%
Q4 2019$52,000
-13.3%
2,4000.0%0.01%
-20.0%
Q2 2019$60,000
-74.8%
2,400
-71.5%
0.01%0.0%
Q3 2017$238,000
-8.1%
8,425
-3.4%
0.01%0.0%
Q2 2017$259,000
-8.2%
8,7250.0%0.01%0.0%
Q1 2017$282,000
+17.0%
8,725
+14.6%
0.01%
+25.0%
Q4 2016$241,000
+0.4%
7,6150.0%0.01%0.0%
Q3 2016$240,000
-1.2%
7,615
-0.2%
0.01%
+14.3%
Q2 2016$243,000
-40.0%
7,633
-49.0%
0.01%
-41.7%
Q1 2016$405,000
-12.5%
14,958
-6.3%
0.01%
-7.7%
Q4 2015$463,000
-2.5%
15,965
+2.2%
0.01%
+8.3%
Q3 2015$475,000
-42.8%
15,615
-25.5%
0.01%
-33.3%
Q2 2015$830,000
-3.4%
20,965
+4.5%
0.02%
-5.3%
Q1 2015$859,000
-6.0%
20,065
+0.9%
0.02%
-9.5%
Q4 2014$914,000
-23.8%
19,890
-12.0%
0.02%
-30.0%
Q3 2014$1,199,000
+58.6%
22,590
+56.4%
0.03%
+50.0%
Q2 2014$756,000
-64.7%
14,440
-68.6%
0.02%
-68.3%
Q1 2014$2,143,000
+4.4%
46,055
+4.0%
0.06%
-6.0%
Q4 2013$2,053,000
+0.0%
44,295
-3.7%
0.07%
-13.0%
Q3 2013$2,052,000
+488.0%
46,000
+515.4%
0.08%
+413.3%
Q2 2013$349,0007,4750.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
FORTEM FINANCIAL GROUP, LLC 375,885$9,284,3605.44%
NICOLET BANKSHARES INC 333,920$8,247,8242.53%
Parkside Financial Bank & Trust 423,397$10,457,9002.42%
BRIGHTON JONES LLC 1,650,284$40,762,0162.07%
AlphaQ Advisors LLC 88,566$2,187,5801.90%
NOESIS CAPITAL MANGEMENT CORP 533,126$13,168,2161.73%
My Personal CFO, LLC 81,377$2,010,0191.62%
Arrow Investment Advisors, LLC 73,178$1,807,4971.44%
NICOLET ADVISORY SERVICES, LLC 547,156$12,994,9591.44%
Smallwood Wealth Investment Management, LLC 58,808$1,452,5531.32%
View complete list of JPMORGAN CHASE & CO shareholders