JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 212 filers reported holding JPMORGAN CHASE & CO in Q2 2020. The put-call ratio across all filers is 0.99 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $318,470 | +0.3% | 12,558 | -2.3% | 0.01% | -8.3% |
| Q3 2023 | $317,469 | +7.8% | 12,853 | 0.0% | 0.01% | +9.1% |
| Q2 2023 | $294,462 | +3.2% | 12,853 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $285,208 | +104755.9% | 12,853 | +2.8% | 0.01% | 0.0% |
| Q4 2022 | $272 | -99.9% | 12,499 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $251,000 | -8.4% | 12,499 | -13.4% | 0.01% | 0.0% |
| Q2 2022 | $274,000 | -21.9% | 14,441 | -14.1% | 0.01% | -8.3% |
| Q1 2022 | $351,000 | +17.4% | 16,806 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $299,000 | -2.0% | 16,806 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $305,000 | -7.6% | 16,806 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $330,000 | +18.3% | 16,806 | 0.0% | 0.01% | +9.1% |
| Q1 2021 | $279,000 | +51.6% | 16,806 | +26.6% | 0.01% | +57.1% |
| Q4 2020 | $184,000 | +28.7% | 13,271 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $143,000 | -18.3% | 13,271 | 0.0% | 0.01% | -22.2% |
| Q2 2020 | $175,000 | +45.8% | 13,271 | 0.0% | 0.01% | +28.6% |
| Q1 2020 | $120,000 | -76.9% | 13,271 | -44.2% | 0.01% | -69.6% |
| Q4 2019 | $519,000 | -22.1% | 23,776 | -17.0% | 0.02% | -25.8% |
| Q3 2019 | $666,000 | -10.4% | 28,631 | -3.2% | 0.03% | -11.4% |
| Q2 2019 | $743,000 | -20.0% | 29,576 | -18.8% | 0.04% | -22.2% |
| Q1 2019 | $929,000 | -9.1% | 36,410 | -20.5% | 0.04% | -21.1% |
| Q4 2018 | $1,022,000 | -22.0% | 45,785 | -4.1% | 0.06% | -12.3% |
| Q3 2018 | $1,311,000 | +2.3% | 47,727 | -1.0% | 0.06% | -20.7% |
| Q2 2018 | $1,282,000 | +12.1% | 48,218 | +1.2% | 0.08% | +12.3% |
| Q1 2018 | $1,144,000 | -12.1% | 47,657 | +0.5% | 0.07% | -8.8% |
| Q4 2017 | $1,302,000 | -7.0% | 47,412 | -4.4% | 0.08% | -25.2% |
| Q3 2017 | $1,400,000 | -6.4% | 49,598 | -1.5% | 0.11% | -11.6% |
| Q2 2017 | $1,495,000 | -12.0% | 50,354 | -4.3% | 0.12% | -6.9% |
| Q1 2017 | $1,699,000 | -9.2% | 52,595 | -11.2% | 0.13% | -18.2% |
| Q4 2016 | $1,872,000 | -0.6% | 59,207 | -0.9% | 0.16% | -27.7% |
| Q3 2016 | $1,883,000 | -6.2% | 59,762 | -5.3% | 0.22% | -5.2% |
| Q2 2016 | $2,008,000 | +16.3% | 63,111 | -1.0% | 0.23% | +22.1% |
| Q1 2016 | $1,727,000 | -11.6% | 63,756 | -5.5% | 0.19% | -9.1% |
| Q4 2015 | $1,954,000 | -7.5% | 67,452 | -3.0% | 0.21% | -7.9% |
| Q3 2015 | $2,113,000 | -64.9% | 69,538 | -54.2% | 0.23% | -60.0% |
| Q2 2015 | $6,013,000 | -55.8% | 151,835 | -52.3% | 0.57% | -51.8% |
| Q1 2015 | $13,613,000 | -44.9% | 318,066 | -40.8% | 1.18% | -47.2% |
| Q4 2014 | $24,684,000 | -57.3% | 537,196 | -51.3% | 2.24% | -53.6% |
| Q2 2014 | $57,749,000 | +3.5% | 1,102,501 | -8.4% | 4.82% | -15.3% |
| Q4 2013 | $55,789,000 | +7.5% | 1,203,636 | +3.4% | 5.69% | +3.7% |
| Q3 2013 | $51,919,000 | -8.7% | 1,164,104 | -4.6% | 5.49% | -18.9% |
| Q2 2013 | $56,883,000 | – | 1,219,599 | – | 6.76% | – |
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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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |