Cambridge Investment Research Advisors, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 180 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$252
-26.7%
10,216
-32.0%
0.00%
-50.0%
Q2 2023$344
-1.1%
15,032
-4.3%
0.00%0.0%
Q1 2023$348
+2.1%
15,702
+0.0%
0.00%0.0%
Q4 2022$341
-99.9%
15,696
+15.0%
0.00%0.0%
Q3 2022$274,000
-7.4%
13,648
-12.7%
0.00%0.0%
Q2 2022$296,000
-12.2%
15,625
-3.1%
0.00%0.0%
Q1 2022$337,000
+24.4%
16,121
+5.9%
0.00%
+100.0%
Q4 2021$271,000
-1.8%
15,218
+0.2%
0.00%0.0%
Q3 2021$276,000
+25.5%
15,188
+35.9%
0.00%0.0%
Q2 2021$220,000
+4.8%
11,174
-11.7%
0.00%0.0%
Q1 2021$210,000
+7.1%
12,656
-10.3%
0.00%0.0%
Q4 2020$196,000
-13.3%
14,103
-32.8%
0.00%
-50.0%
Q3 2020$226,000
-45.7%
20,990
-33.4%
0.00%
-33.3%
Q2 2020$416,000
+55.8%
31,527
+6.7%
0.00%0.0%
Q1 2020$267,000
-63.9%
29,554
-12.8%
0.00%
-50.0%
Q4 2019$739,000
-5.1%
33,898
+1.3%
0.01%
-14.3%
Q3 2019$779,000
-8.4%
33,462
-1.1%
0.01%
-12.5%
Q2 2019$850,000
-27.5%
33,850
-26.3%
0.01%
-27.3%
Q1 2019$1,172,000
+6.7%
45,946
-6.6%
0.01%
-8.3%
Q4 2018$1,098,000
+2.7%
49,174
+26.3%
0.01%
+20.0%
Q3 2018$1,069,000
+29.4%
38,931
+25.3%
0.01%
+11.1%
Q2 2018$826,000
-0.8%
31,076
-10.5%
0.01%0.0%
Q1 2018$833,000
-15.7%
34,725
-3.4%
0.01%
-25.0%
Q4 2017$988,000
-9.8%
35,952
-7.4%
0.01%
-20.0%
Q3 2017$1,095,000
-19.2%
38,805
-15.0%
0.02%
-25.0%
Q2 2017$1,356,000
-3.1%
45,670
+5.4%
0.02%
-16.7%
Q1 2017$1,400,000
+2.3%
43,329
+0.1%
0.02%
-7.7%
Q4 2016$1,368,000
-7.8%
43,272
-8.2%
0.03%
-7.1%
Q3 2016$1,484,000
-20.5%
47,116
-19.7%
0.03%
-30.0%
Q2 2016$1,867,000
+47.9%
58,698
+26.0%
0.04%
+37.9%
Q1 2016$1,262,000
-9.1%
46,586
-2.8%
0.03%
-12.1%
Q4 2015$1,389,000
-35.2%
47,943
-32.0%
0.03%
-45.9%
Q3 2015$2,143,000
-30.1%
70,526
-9.0%
0.06%
-28.2%
Q2 2015$3,068,000
-19.3%
77,468
-12.8%
0.08%
-21.3%
Q1 2015$3,800,000
-12.7%
88,790
-6.3%
0.11%
-20.0%
Q4 2014$4,355,000
-22.3%
94,784
-10.3%
0.14%
-18.2%
Q3 2014$5,606,000
+14.4%
105,610
+12.9%
0.16%
-3.5%
Q2 2014$4,900,000
+18.1%
93,546
+4.9%
0.17%
+8.9%
Q1 2014$4,150,000
-0.7%
89,163
-1.1%
0.16%
-8.2%
Q4 2013$4,179,000
+5.6%
90,158
+1.6%
0.17%
-1.2%
Q3 2013$3,956,000
-11.6%
88,708
-7.6%
0.17%
-23.8%
Q2 2013$4,475,00095,9540.23%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
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