JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,220 | +7.9% | 14,543 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $332,994 | +5.6% | 14,535 | +2.3% | 0.00% | 0.0% |
| Q1 2023 | $315,409 | +2.1% | 14,214 | +0.1% | 0.00% | -50.0% |
| Q4 2022 | $308,973 | +8.4% | 14,206 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $285,000 | +2.5% | 14,198 | -3.2% | 0.00% | 0.0% |
| Q2 2022 | $278,000 | -5.4% | 14,668 | +4.3% | 0.00% | 0.0% |
| Q1 2022 | $294,000 | +12.6% | 14,064 | -4.1% | 0.00% | 0.0% |
| Q4 2021 | $261,000 | -28.5% | 14,668 | -27.0% | 0.00% | -33.3% |
| Q3 2021 | $365,000 | -2.7% | 20,104 | +5.2% | 0.00% | 0.0% |
| Q2 2021 | $375,000 | +18.3% | 19,104 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $317,000 | +20.5% | 19,104 | +1.1% | 0.00% | 0.0% |
| Q4 2020 | $263,000 | +22.9% | 18,905 | -5.5% | 0.00% | -25.0% |
| Q3 2020 | $214,000 | -24.4% | 20,000 | -6.5% | 0.00% | -20.0% |
| Q2 2020 | $283,000 | +45.1% | 21,395 | -3.2% | 0.01% | +25.0% |
| Q1 2020 | $195,000 | -60.4% | 22,097 | -1.2% | 0.00% | -50.0% |
| Q4 2019 | $493,000 | -22.5% | 22,365 | -18.2% | 0.01% | -63.6% |
| Q3 2019 | $636,000 | -14.9% | 27,345 | -8.1% | 0.02% | -21.4% |
| Q2 2019 | $747,000 | -1.7% | 29,750 | -0.1% | 0.03% | -9.7% |
| Q1 2019 | $760,000 | -40.0% | 29,790 | -47.5% | 0.03% | -54.4% |
| Q4 2018 | $1,267,000 | +24.0% | 56,780 | +52.6% | 0.07% | +47.8% |
| Q3 2018 | $1,022,000 | -4.7% | 37,206 | -7.8% | 0.05% | -22.0% |
| Q2 2018 | $1,072,000 | +40.7% | 40,332 | +25.9% | 0.06% | +25.5% |
| Q1 2018 | $762,000 | -33.9% | 32,037 | -23.7% | 0.05% | -32.9% |
| Q4 2017 | $1,153,000 | -59.3% | 41,969 | -58.3% | 0.07% | -41.7% |
| Q3 2017 | $2,835,000 | +1765.1% | 100,625 | +1871.5% | 0.12% | +531.6% |
| Q2 2017 | $152,000 | -33.6% | 5,104 | -28.1% | 0.02% | -17.4% |
| Q1 2017 | $229,000 | +23.8% | 7,098 | +21.2% | 0.02% | +35.3% |
| Q4 2016 | $185,000 | +46.8% | 5,858 | +48.4% | 0.02% | +21.4% |
| Q3 2016 | $126,000 | -20.8% | 3,947 | -21.0% | 0.01% | -22.2% |
| Q2 2016 | $159,000 | -47.5% | 4,997 | -55.4% | 0.02% | -43.8% |
| Q1 2016 | $303,000 | -85.5% | 11,202 | -84.5% | 0.03% | -85.7% |
| Q4 2015 | $2,092,000 | -58.9% | 72,223 | -56.9% | 0.22% | -67.4% |
| Q3 2015 | $5,096,000 | -17.7% | 167,695 | +7.2% | 0.68% | -29.7% |
| Q2 2015 | $6,195,000 | -99.9% | 156,432 | +2.0% | 0.98% | -18.1% |
| Q1 2015 | $6,566,083,000 | +122310.2% | 153,413 | +31.4% | 1.19% | +14.7% |
| Q4 2014 | $5,364,000 | -3.8% | 116,732 | +11.2% | 1.04% | -32.9% |
| Q3 2014 | $5,574,000 | -2.0% | 105,009 | -3.3% | 1.55% | +18.7% |
| Q2 2014 | $5,688,000 | +8.0% | 108,590 | -4.1% | 1.30% | +19.7% |
| Q1 2014 | $5,266,000 | +6.4% | 113,174 | +6.0% | 1.09% | +28.6% |
| Q4 2013 | $4,947,000 | +826.4% | 106,739 | +791.1% | 0.85% | +500.0% |
| Q3 2013 | $534,000 | -49.4% | 11,978 | -47.0% | 0.14% | -56.6% |
| Q2 2013 | $1,055,000 | – | 22,615 | – | 0.32% | – |
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% |