JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 180 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,310,043 | +7.8% | 93,524 | -0.0% | 0.02% | +25.0% |
| Q2 2023 | $2,142,657 | +3.2% | 93,525 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $2,075,319 | +1.0% | 93,525 | -1.0% | 0.01% | 0.0% |
| Q4 2022 | $2,055,201 | +7.1% | 94,492 | -1.2% | 0.01% | +9.1% |
| Q3 2022 | $1,919,000 | +6.4% | 95,642 | +0.5% | 0.01% | +10.0% |
| Q2 2022 | $1,804,000 | -9.3% | 95,157 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,990,000 | +17.4% | 95,157 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $1,695,000 | -2.1% | 95,157 | -0.2% | 0.01% | -11.1% |
| Q3 2021 | $1,732,000 | -7.8% | 95,303 | -0.3% | 0.01% | 0.0% |
| Q2 2021 | $1,878,000 | +18.3% | 95,556 | -0.1% | 0.01% | 0.0% |
| Q1 2021 | $1,588,000 | +19.1% | 95,698 | -0.3% | 0.01% | +12.5% |
| Q4 2020 | $1,333,000 | +28.5% | 95,990 | -0.2% | 0.01% | +14.3% |
| Q3 2020 | $1,037,000 | -17.2% | 96,184 | +1.4% | 0.01% | -22.2% |
| Q2 2020 | $1,253,000 | +46.4% | 94,899 | +0.1% | 0.01% | +28.6% |
| Q1 2020 | $856,000 | -62.4% | 94,806 | -9.1% | 0.01% | -53.3% |
| Q4 2019 | $2,274,000 | -7.4% | 104,271 | -1.2% | 0.02% | -11.8% |
| Q3 2019 | $2,457,000 | -9.6% | 105,588 | -2.4% | 0.02% | -5.6% |
| Q2 2019 | $2,718,000 | +7.7% | 108,233 | +9.4% | 0.02% | 0.0% |
| Q1 2019 | $2,523,000 | +24.8% | 98,900 | +9.2% | 0.02% | +12.5% |
| Q4 2018 | $2,021,000 | -20.6% | 90,558 | -2.3% | 0.02% | -11.1% |
| Q3 2018 | $2,546,000 | +26.3% | 92,721 | +22.2% | 0.02% | +20.0% |
| Q2 2018 | $2,016,000 | +62.7% | 75,850 | +46.9% | 0.02% | +66.7% |
| Q1 2018 | $1,239,000 | -25.8% | 51,620 | -14.9% | 0.01% | -30.8% |
| Q4 2017 | $1,669,000 | +73.1% | 60,653 | +77.6% | 0.01% | +62.5% |
| Q3 2017 | $964,000 | -7.2% | 34,156 | -2.4% | 0.01% | -11.1% |
| Q2 2017 | $1,039,000 | -20.4% | 34,991 | -13.4% | 0.01% | -25.0% |
| Q1 2017 | $1,305,000 | -9.6% | 40,390 | -11.5% | 0.01% | -14.3% |
| Q4 2016 | $1,443,000 | -30.0% | 45,660 | -30.2% | 0.01% | -30.0% |
| Q3 2016 | $2,060,000 | -15.9% | 65,401 | -14.5% | 0.02% | -20.0% |
| Q2 2016 | $2,449,000 | +5.8% | 76,520 | -10.4% | 0.02% | -3.8% |
| Q1 2016 | $2,314,000 | +1.6% | 85,401 | +8.6% | 0.03% | 0.0% |
| Q4 2015 | $2,278,000 | -13.0% | 78,647 | -8.7% | 0.03% | -16.1% |
| Q3 2015 | $2,619,000 | -28.0% | 86,182 | -6.1% | 0.03% | -26.2% |
| Q2 2015 | $3,636,000 | -17.8% | 91,814 | -5.7% | 0.04% | -22.2% |
| Q1 2015 | $4,422,000 | -44.6% | 97,397 | -43.9% | 0.05% | -10.0% |
| Q4 2014 | $7,981,000 | +68.3% | 173,676 | +94.4% | 0.06% | -26.8% |
| Q3 2014 | $4,743,000 | -11.6% | 89,355 | -12.8% | 0.08% | -18.0% |
| Q2 2014 | $5,364,000 | +18.4% | 102,414 | +5.2% | 0.10% | +4.2% |
| Q1 2014 | $4,529,000 | +68.0% | 97,320 | +67.3% | 0.10% | +4.3% |
| Q4 2013 | $2,696,000 | -36.5% | 58,165 | -38.9% | 0.09% | -31.9% |
| Q3 2013 | $4,246,000 | -19.8% | 95,200 | -16.1% | 0.14% | -4.3% |
| Q2 2013 | $5,293,000 | – | 113,478 | – | 0.14% | – |
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% |