JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 242 filers reported holding JPMORGAN CHASE & CO in Q1 2020. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $913,216 | +1.0% | 39,861 | -2.2% | 0.01% | -22.2% |
| Q1 2023 | $903,998 | +56.1% | 40,739 | +33.5% | 0.02% | -14.3% |
| Q2 2022 | $579,000 | +83.8% | 30,513 | +72.5% | 0.02% | +50.0% |
| Q4 2021 | $315,000 | -24.5% | 17,693 | -16.6% | 0.01% | +7.7% |
| Q2 2021 | $417,000 | +165.6% | 21,226 | +87.6% | 0.01% | +225.0% |
| Q4 2020 | $157,000 | -69.2% | 11,313 | -51.6% | 0.00% | +33.3% |
| Q4 2019 | $510,000 | -51.3% | 23,392 | -48.0% | 0.00% | -70.0% |
| Q3 2019 | $1,048,000 | +241.4% | 45,024 | +251.9% | 0.01% | +400.0% |
| Q1 2018 | $307,000 | -13.3% | 12,795 | +16.8% | 0.00% | -97.1% |
| Q1 2017 | $354,000 | – | 10,952 | – | 0.07% | – |
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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% |