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 | $1,807,497 | +0.4% | 73,178 | -6.9% | 1.44% | +1.9% |
| Q2 2023 | $1,799,901 | +0.5% | 78,564 | -2.7% | 1.42% | +8.2% |
| Q1 2023 | $1,791,310 | -1.4% | 80,726 | -3.4% | 1.31% | +2.5% |
| Q4 2022 | $1,817,517 | +3.2% | 83,564 | -4.9% | 1.28% | -6.1% |
| Q3 2022 | $1,762,000 | +8.4% | 87,854 | +2.4% | 1.36% | +4.8% |
| Q2 2022 | $1,626,000 | -4.8% | 85,779 | -8.8% | 1.30% | +16.0% |
| Q3 2021 | $1,708,000 | -14.0% | 94,024 | -7.0% | 1.12% | -8.9% |
| Q2 2021 | $1,987,000 | +11.7% | 101,118 | -5.7% | 1.23% | +0.2% |
| Q1 2021 | $1,779,000 | -87.0% | 107,261 | -58.4% | 1.23% | -50.4% |
| Q3 2014 | $13,689,000 | -10.3% | 257,900 | -11.5% | 2.48% | -10.1% |
| Q2 2014 | $15,256,000 | +9.9% | 291,250 | -2.3% | 2.75% | +7.2% |
| Q1 2014 | $13,881,000 | +3.4% | 298,250 | +3.0% | 2.57% | -0.2% |
| Q4 2013 | $13,421,000 | +3.1% | 289,550 | -0.8% | 2.57% | -14.1% |
| Q3 2013 | $13,014,000 | – | 291,800 | – | 3.00% | – |
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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% |