Plante Moran Financial Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 307 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2022$86,000
-9.5%
4,5380.0%0.01%
-22.2%
Q1 2022$95,000
+17.3%
4,5380.0%0.02%
+38.5%
Q4 2021$81,000
-71.6%
4,538
-71.1%
0.01%
-79.4%
Q3 2021$285,000
+18.8%
15,697
+28.7%
0.06%
+8.6%
Q2 2021$240,000
+18.8%
12,1970.0%0.06%
+5.5%
Q1 2021$202,000
+19.5%
12,1970.0%0.06%
+5.8%
Q4 2020$169,000
+29.0%
12,1970.0%0.05%
+13.0%
Q3 2020$131,000
-64.1%
12,197
-55.9%
0.05%
-68.5%
Q2 2020$365,000
+93.1%
27,629
+31.8%
0.15%
+69.8%
Q1 2020$189,000
-84.7%
20,970
-63.0%
0.09%
-80.0%
Q4 2019$1,238,000
-26.0%
56,747
-21.1%
0.43%
-11.7%
Q3 2019$1,674,000
+4.4%
71,938
+12.7%
0.49%
-0.8%
Q2 2019$1,603,000
+0.9%
63,855
+2.5%
0.49%0.0%
Q1 2019$1,589,000
+18.1%
62,289
+3.3%
0.49%
+5.1%
Q4 2018$1,345,000
+238.8%
60,277
+317.4%
0.47%
+262.8%
Q3 2018$397,000
+37.8%
14,440
+33.2%
0.13%
-11.6%
Q2 2018$288,000
+16.6%
10,840
+5.2%
0.15%
+9.0%
Q1 2018$247,000
+32.1%
10,300
+51.4%
0.13%
+28.8%
Q4 2017$187,000
+11.3%
6,805
+14.6%
0.10%
+4.0%
Q3 2017$168,000
-4.5%
5,9400.0%0.10%
-9.1%
Q2 2017$176,000
-4.9%
5,940
+3.5%
0.11%
-0.9%
Q1 2017$185,000
+2.2%
5,7400.0%0.11%
-1.8%
Q4 2016$181,0000.0%5,7400.0%0.11%
-7.4%
Q3 2016$181,000
-1.1%
5,7400.0%0.12%
-8.3%
Q2 2016$183,000
+18.1%
5,7400.0%0.13%
+11.8%
Q1 2016$155,000
+474.1%
5,740
+889.7%
0.12%
+693.3%
Q4 2013$27,0005800.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2017
NameSharesValueWeighting ↓
BRIGHTON JONES LLC 6,639,884$110,156,0006.52%
Arlington Partners LLC 1,008,242$16,727,0006.12%
Advisory Services & Investments, LLC 217,236$3,604,0002.93%
Sageworth Trust Co 1,966,334$32,622,0002.71%
Rye Brook Capital LLC 216,800$3,597,0002.62%
FORTEM FINANCIAL GROUP, LLC 256,543$4,256,0002.46%
Parkside Financial Bank & Trust 328,278$5,446,0001.64%
Greytown Advisors Inc. 199,246$3,305,0001.64%
NOESIS CAPITAL MANGEMENT CORP 337,708$5,603,000,0001.26%
NICOLET BANKSHARES INC 271,951$4,512,0001.25%
View complete list of JPMORGAN CHASE & CO shareholders