JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 192 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $86,000 | -9.5% | 4,538 | 0.0% | 0.01% | -22.2% |
| Q1 2022 | $95,000 | +17.3% | 4,538 | 0.0% | 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% | 12,197 | 0.0% | 0.06% | +5.5% |
| Q1 2021 | $202,000 | +19.5% | 12,197 | 0.0% | 0.06% | +5.8% |
| Q4 2020 | $169,000 | +29.0% | 12,197 | 0.0% | 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% | 5,940 | 0.0% | 0.10% | -9.1% |
| Q2 2017 | $176,000 | -4.9% | 5,940 | +3.5% | 0.11% | -0.9% |
| Q1 2017 | $185,000 | +2.2% | 5,740 | 0.0% | 0.11% | -1.8% |
| Q4 2016 | $181,000 | 0.0% | 5,740 | 0.0% | 0.11% | -7.4% |
| Q3 2016 | $181,000 | -1.1% | 5,740 | 0.0% | 0.12% | -8.3% |
| Q2 2016 | $183,000 | +18.1% | 5,740 | 0.0% | 0.13% | +11.8% |
| Q1 2016 | $155,000 | +474.1% | 5,740 | +889.7% | 0.12% | +693.3% |
| Q4 2013 | $27,000 | – | 580 | – | 0.02% | – |
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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% |