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 | $370,000 | +38.1% | 20,748 | +7.7% | 0.02% | +26.7% |
| Q4 2020 | $268,000 | -80.7% | 19,267 | -87.5% | 0.02% | -82.6% |
| Q1 2020 | $1,387,000 | -36.9% | 153,628 | +52.4% | 0.09% | +36.5% |
| Q4 2019 | $2,199,000 | -1.9% | 100,834 | +4.7% | 0.06% | +5.0% |
| Q3 2019 | $2,241,000 | -7.3% | 96,305 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $2,418,000 | -50.8% | 96,305 | -50.0% | 0.06% | +5.3% |
| Q1 2019 | $4,914,000 | -60.4% | 192,610 | -65.4% | 0.06% | -82.9% |
| Q4 2018 | $12,415,000 | +974.9% | 556,245 | +1180.2% | 0.33% | +1232.0% |
| Q2 2018 | $1,155,000 | +34.0% | 43,451 | +21.0% | 0.02% | +19.0% |
| Q1 2018 | $862,000 | -83.2% | 35,910 | -80.7% | 0.02% | -81.4% |
| Q4 2017 | $5,123,000 | +539.6% | 186,496 | +556.9% | 0.11% | +527.8% |
| Q3 2017 | $801,000 | -71.2% | 28,390 | -69.7% | 0.02% | -67.3% |
| Q2 2017 | $2,783,000 | -8.1% | 93,718 | 0.0% | 0.06% | +1.9% |
| Q1 2017 | $3,027,000 | -27.9% | 93,718 | -29.5% | 0.05% | -32.5% |
| Q4 2016 | $4,201,000 | +47.9% | 132,890 | +47.4% | 0.08% | +37.9% |
| Q3 2016 | $2,840,000 | -4.1% | 90,161 | -3.1% | 0.06% | -12.1% |
| Q2 2016 | $2,961,000 | -35.7% | 93,078 | -45.3% | 0.07% | -49.2% |
| Q1 2016 | $4,608,000 | -73.1% | 170,089 | -71.3% | 0.13% | -71.5% |
| Q4 2015 | $17,151,000 | +797.5% | 592,014 | +841.4% | 0.46% | +891.3% |
| Q3 2015 | $1,911,000 | +30.8% | 62,885 | +70.5% | 0.05% | +70.4% |
| Q2 2015 | $1,461,000 | -4.9% | 36,888 | +2.8% | 0.03% | -6.9% |
| Q1 2015 | $1,536,000 | -18.9% | 35,881 | -12.9% | 0.03% | -23.7% |
| Q4 2014 | $1,893,000 | -12.9% | 41,191 | +0.6% | 0.04% | -7.3% |
| Q3 2014 | $2,173,000 | +7.2% | 40,935 | +5.8% | 0.04% | -4.7% |
| Q2 2014 | $2,027,000 | +22.2% | 38,695 | +8.5% | 0.04% | -4.4% |
| Q1 2014 | $1,659,000 | +4.5% | 35,648 | +4.0% | 0.04% | -10.0% |
| Q4 2013 | $1,588,000 | -14.7% | 34,269 | -17.9% | 0.05% | -35.9% |
| Q3 2013 | $1,861,000 | -18.9% | 41,729 | -15.2% | 0.08% | -25.0% |
| Q2 2013 | $2,294,000 | – | 49,185 | – | 0.10% | – |
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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% |