JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 188 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,057,000 | +22.2% | 83,261 | +13.2% | 0.00% | +33.3% |
| Q2 2023 | $1,683,000 | -25.4% | 73,545 | -27.8% | 0.00% | -40.0% |
| Q1 2023 | $2,256,000 | -9.9% | 101,797 | -11.3% | 0.01% | -16.7% |
| Q4 2022 | $2,503,000 | +51.7% | 114,738 | +39.3% | 0.01% | +50.0% |
| Q3 2022 | $1,650,000 | +14.7% | 82,346 | +8.1% | 0.00% | 0.0% |
| Q2 2022 | $1,438,000 | +5.6% | 76,177 | +16.8% | 0.00% | +33.3% |
| Q1 2022 | $1,362,000 | +24.4% | 65,235 | +6.1% | 0.00% | +50.0% |
| Q4 2021 | $1,095,000 | +23.7% | 61,477 | +26.0% | 0.00% | 0.0% |
| Q3 2021 | $885,000 | +16.8% | 48,783 | +26.7% | 0.00% | 0.0% |
| Q2 2021 | $758,000 | +18.8% | 38,501 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $638,000 | -18.9% | 38,471 | -32.1% | 0.00% | -33.3% |
| Q4 2020 | $787,000 | +67.8% | 56,673 | +31.0% | 0.00% | +50.0% |
| Q3 2020 | $469,000 | -2.9% | 43,263 | +17.6% | 0.00% | -33.3% |
| Q2 2020 | $483,000 | -62.0% | 36,782 | -73.9% | 0.00% | -62.5% |
| Q1 2020 | $1,271,000 | -93.2% | 140,771 | -83.7% | 0.01% | -92.8% |
| Q4 2019 | $18,807,000 | -43.1% | 862,027 | -39.3% | 0.11% | -38.3% |
| Q3 2019 | $33,053,000 | +6.5% | 1,421,039 | +15.0% | 0.18% | -2.7% |
| Q2 2019 | $31,030,000 | +4.1% | 1,235,491 | +5.8% | 0.18% | -7.0% |
| Q1 2019 | $29,799,000 | +104.9% | 1,168,188 | +79.2% | 0.20% | +77.7% |
| Q4 2018 | $14,543,000 | -39.8% | 651,750 | -26.0% | 0.11% | -35.6% |
| Q3 2018 | $24,167,000 | +41.6% | 880,411 | +37.0% | 0.17% | +29.9% |
| Q2 2018 | $17,073,000 | +59.5% | 642,422 | +44.0% | 0.13% | +48.9% |
| Q1 2018 | $10,704,000 | +149.3% | 445,983 | +185.4% | 0.09% | +157.1% |
| Q4 2017 | $4,294,000 | -11.0% | 156,292 | -8.6% | 0.04% | -14.6% |
| Q3 2017 | $4,826,000 | -4.4% | 170,956 | +0.6% | 0.04% | -8.9% |
| Q2 2017 | $5,048,000 | -4.2% | 169,976 | +4.3% | 0.04% | -10.0% |
| Q1 2017 | $5,267,000 | -1.9% | 162,966 | -4.1% | 0.05% | -13.8% |
| Q4 2016 | $5,370,000 | +18.3% | 169,935 | +18.0% | 0.06% | +9.4% |
| Q3 2016 | $4,539,000 | -1.9% | 144,019 | -1.0% | 0.05% | -10.2% |
| Q2 2016 | $4,628,000 | -6.8% | 145,517 | -20.5% | 0.06% | +268.8% |
| Q1 2016 | $4,967,000 | -16.5% | 183,089 | -10.9% | 0.02% | -77.5% |
| Q4 2015 | $5,946,000 | +168.9% | 205,388 | +182.0% | 0.07% | +144.8% |
| Q3 2015 | $2,211,000 | -26.6% | 72,827 | +0.7% | 0.03% | -39.6% |
| Q2 2015 | $3,012,000 | -19.0% | 72,325 | -16.8% | 0.05% | -12.7% |
| Q1 2015 | $3,720,000 | -43.0% | 86,905 | -38.8% | 0.06% | -45.0% |
| Q4 2014 | $6,524,000 | -38.6% | 141,986 | -29.0% | 0.10% | -44.1% |
| Q3 2014 | $10,618,000 | -2.8% | 200,032 | -4.1% | 0.18% | -5.8% |
| Q2 2014 | $10,926,000 | +41.0% | 208,589 | +25.3% | 0.19% | +25.8% |
| Q1 2014 | $7,747,000 | +6.4% | 166,450 | +5.9% | 0.15% | +0.7% |
| Q4 2013 | $7,283,000 | -1.4% | 157,124 | -5.2% | 0.15% | -18.9% |
| Q3 2013 | $7,389,000 | +0.0% | 165,670 | +4.6% | 0.18% | -8.0% |
| Q2 2013 | $7,388,000 | – | 158,402 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 911,842 | $9,830,000 | 5.39% |
| BRIGHTON JONES LLC | 5,829,814 | $62,845,000 | 4.34% |
| FORTEM FINANCIAL GROUP, LLC | 348,752 | $3,760,000 | 2.72% |
| MPS Loria Financial Planners, LLC | 386,964 | $4,171,000 | 2.16% |
| Sageworth Trust Co | 1,731,102 | $18,661,000 | 2.01% |
| Greytown Advisors Inc. | 209,866 | $2,262,000 | 1.86% |
| Wilshire Advisors LLC | 126,907 | $1,368,000 | 1.39% |
| NOESIS CAPITAL MANGEMENT CORP | 341,547 | $3,682,000,000 | 1.04% |
| NICOLET BANKSHARES INC | 257,896 | $2,780,000 | 0.96% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,277,855 | $13,775,000 | 0.95% |