JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 179 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $11,362,000 | -50.5% | 637,975 | -49.5% | 0.88% | -52.0% |
| Q3 2021 | $22,932,000 | -1.8% | 1,262,115 | +6.2% | 1.84% | -0.1% |
| Q2 2021 | $23,346,000 | -28.4% | 1,188,084 | -39.6% | 1.84% | -32.2% |
| Q1 2021 | $32,622,000 | +24.4% | 1,966,334 | +4.2% | 2.71% | +13.5% |
| Q4 2020 | $26,224,000 | +40.5% | 1,887,968 | +9.1% | 2.39% | +18.8% |
| Q3 2020 | $18,661,000 | +486.6% | 1,731,102 | +618.4% | 2.01% | +466.2% |
| Q2 2020 | $3,181,000 | +46.2% | 240,963 | 0.0% | 0.36% | +33.0% |
| Q1 2020 | $2,176,000 | -93.7% | 240,963 | -84.8% | 0.27% | -92.9% |
| Q4 2019 | $34,688,000 | +33.1% | 1,590,449 | +42.0% | 3.76% | +23.9% |
| Q3 2019 | $26,060,000 | +117.5% | 1,119,911 | +134.7% | 3.03% | +114.0% |
| Q2 2019 | $11,980,000 | -1.5% | 477,075 | +0.0% | 1.42% | -5.8% |
| Q1 2019 | $12,166,000 | +16.8% | 476,908 | +2.2% | 1.51% | +8.7% |
| Q4 2018 | $10,420,000 | +25.2% | 466,834 | +54.0% | 1.39% | +22.9% |
| Q3 2018 | $8,326,000 | +3.3% | 303,217 | 0.0% | 1.13% | -2.2% |
| Q2 2018 | $8,060,000 | +14.5% | 303,217 | +3.4% | 1.15% | +9.9% |
| Q1 2018 | $7,037,000 | +224.3% | 293,217 | +271.2% | 1.05% | +178.2% |
| Q4 2017 | $2,170,000 | +397.7% | 79,000 | +390.7% | 0.38% | +259.0% |
| Q1 2016 | $436,000 | -86.3% | 16,100 | -84.7% | 0.10% | -88.6% |
| Q3 2015 | $3,191,000 | – | 105,000 | – | 0.92% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |