PATHSTONE FAMILY OFFICE, LLC - JPMORGAN CHASE & CO ownership

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
PATHSTONE FAMILY OFFICE, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,376,080
+66.9%
55,712
+1939.2%
0.01%
+42.9%
Q4 2022$824,594
+273.1%
2,732
-75.7%
0.01%0.0%
Q2 2021$221,000
+18.8%
11,246
+0.2%
0.01%
+16.7%
Q1 2021$186,000
+19.2%
11,226
+0.2%
0.01%0.0%
Q4 2020$156,000
+31.1%
11,205
+0.2%
0.01%
-53.8%
Q3 2020$119,000
-21.7%
11,178
-2.7%
0.01%
-27.8%
Q2 2020$152,000
-39.4%
11,484
-58.7%
0.02%
-50.0%
Q1 2020$251,000
-99.9%
27,791
-97.9%
0.04%
-98.9%
Q4 2019$289,143,000
+14192.8%
1,325,721
+1424.9%
3.14%
+1089.0%
Q3 2019$2,023,000
+107.1%
86,936
+123.3%
0.26%
+129.6%
Q2 2019$977,000
-6.1%
38,932
-4.5%
0.12%
-12.9%
Q1 2019$1,041,000
+2378.6%
40,786
+2085.7%
0.13%
+1000.0%
Q4 2018$42,000
+1300.0%
1,866
+1677.1%
0.01%
+300.0%
Q3 2016$3,0000.0%1050.0%0.00%0.0%
Q2 2016$3,0000.0%1050.0%0.00%
-50.0%
Q1 2016$3,0001050.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2021
NameSharesValueWeighting ↓
FORTEM FINANCIAL GROUP, LLC 375,885$9,284,3605.44%
NICOLET BANKSHARES INC 333,920$8,247,8242.53%
Parkside Financial Bank & Trust 423,397$10,457,9002.42%
BRIGHTON JONES LLC 1,650,284$40,762,0162.07%
AlphaQ Advisors LLC 88,566$2,187,5801.90%
NOESIS CAPITAL MANGEMENT CORP 533,126$13,168,2161.73%
My Personal CFO, LLC 81,377$2,010,0191.62%
Arrow Investment Advisors, LLC 73,178$1,807,4971.44%
NICOLET ADVISORY SERVICES, LLC 547,156$12,994,9591.44%
Capital Advisory Group Advisory Services, LLC 94,310$2,329,4571.32%
View complete list of JPMORGAN CHASE & CO shareholders