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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,457,900 | +10.7% | 423,397 | +2.7% | 2.42% | +7.9% |
| Q2 2023 | $9,448,145 | +16.6% | 412,403 | +13.0% | 2.24% | +2.9% |
| Q1 2023 | $8,100,438 | +7.1% | 365,049 | +4.9% | 2.18% | 0.0% |
| Q4 2022 | $7,566,341 | +13.7% | 347,878 | +4.9% | 2.18% | +2.5% |
| Q3 2022 | $6,655,000 | +1.8% | 331,741 | -3.8% | 2.13% | +6.4% |
| Q2 2022 | $6,537,000 | -12.3% | 344,784 | -3.3% | 2.00% | +0.4% |
| Q1 2022 | $7,452,000 | +21.2% | 356,401 | +3.2% | 1.99% | +31.2% |
| Q4 2021 | $6,149,000 | +5.4% | 345,253 | +7.5% | 1.52% | -11.7% |
| Q3 2021 | $5,834,000 | -6.4% | 321,062 | +1.2% | 1.72% | -4.7% |
| Q2 2021 | $6,236,000 | +14.5% | 317,365 | -3.3% | 1.80% | +9.7% |
| Q1 2021 | $5,446,000 | +30.9% | 328,278 | +9.6% | 1.64% | +25.9% |
| Q4 2020 | $4,162,000 | +130.7% | 299,606 | +79.1% | 1.31% | +107.6% |
| Q3 2020 | $1,804,000 | +32.2% | 167,317 | +61.8% | 0.63% | +40.7% |
| Q2 2020 | $1,365,000 | +59.5% | 103,384 | +9.1% | 0.45% | +37.5% |
| Q1 2020 | $856,000 | +8.4% | 94,751 | +161.9% | 0.32% | +40.7% |
| Q4 2019 | $790,000 | -6.3% | 36,185 | -0.1% | 0.23% | -15.4% |
| Q3 2019 | $843,000 | -17.2% | 36,208 | -10.7% | 0.27% | -17.3% |
| Q2 2019 | $1,018,000 | -6.6% | 40,541 | -5.1% | 0.33% | -10.3% |
| Q1 2019 | $1,090,000 | +11.6% | 42,733 | -2.4% | 0.37% | +5.4% |
| Q4 2018 | $977,000 | -38.2% | 43,788 | -24.0% | 0.35% | -36.3% |
| Q3 2018 | $1,582,000 | +12.4% | 57,611 | +8.7% | 0.55% | +5.0% |
| Q2 2018 | $1,408,000 | +38.0% | 52,981 | +24.7% | 0.52% | +34.9% |
| Q1 2018 | $1,020,000 | -69.9% | 42,487 | -65.6% | 0.39% | -68.8% |
| Q4 2017 | $3,390,000 | +792.1% | 123,389 | +815.4% | 1.24% | +731.5% |
| Q3 2017 | $380,000 | -2.6% | 13,479 | +2.6% | 0.15% | -7.5% |
| Q2 2017 | $390,000 | -12.4% | 13,135 | -4.7% | 0.16% | -15.7% |
| Q1 2017 | $445,000 | -0.7% | 13,788 | -2.8% | 0.19% | -2.6% |
| Q4 2016 | $448,000 | -3.2% | 14,182 | -3.4% | 0.20% | -7.5% |
| Q3 2016 | $463,000 | -43.1% | 14,684 | -42.6% | 0.21% | -46.5% |
| Q2 2016 | $814,000 | +9.7% | 25,591 | -6.6% | 0.40% | +5.9% |
| Q1 2016 | $742,000 | -68.7% | 27,385 | -66.6% | 0.37% | -68.3% |
| Q4 2015 | $2,372,000 | +805.3% | 81,872 | +848.8% | 1.18% | +692.6% |
| Q3 2015 | $262,000 | – | 8,629 | – | 0.15% | – |
Download | ||||||
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% |