JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 184 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | 0.0% | 350 | 0.0% | 0.00% | – |
| Q1 2022 | $7,000 | +16.7% | 350 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | -70.0% | 350 | -68.1% | 0.00% | -100.0% |
| Q3 2021 | $20,000 | -9.1% | 1,096 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | +22.2% | 1,096 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | +20.0% | 1,096 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | -63.4% | 1,096 | -71.5% | 0.00% | -75.0% |
| Q3 2020 | $41,000 | -33.9% | 3,849 | -18.1% | 0.00% | -20.0% |
| Q2 2020 | $62,000 | +55.0% | 4,699 | +7.1% | 0.01% | +25.0% |
| Q1 2020 | $40,000 | -57.4% | 4,386 | +1.4% | 0.00% | -50.0% |
| Q4 2019 | $94,000 | -29.3% | 4,325 | -24.3% | 0.01% | -33.3% |
| Q3 2019 | $133,000 | -6.3% | 5,711 | +1.3% | 0.01% | -25.0% |
| Q2 2019 | $142,000 | 0.0% | 5,639 | +1.0% | 0.02% | -5.9% |
| Q1 2019 | $142,000 | -21.1% | 5,581 | -30.6% | 0.02% | -32.0% |
| Q4 2018 | $180,000 | -17.8% | 8,047 | +0.9% | 0.02% | -10.7% |
| Q3 2018 | $219,000 | 0.0% | 7,979 | -3.3% | 0.03% | -6.7% |
| Q2 2018 | $219,000 | +8.4% | 8,252 | -2.0% | 0.03% | +7.1% |
| Q1 2018 | $202,000 | -37.7% | 8,422 | -28.7% | 0.03% | -42.9% |
| Q4 2017 | $324,000 | – | 11,813 | – | 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% |