JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 182 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.78 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,371,127 | +5.6% | 101,222 | 0.0% | 1.06% | +8.4% |
| Q1 2023 | $2,246,116 | -10.7% | 101,222 | -12.5% | 0.98% | -14.3% |
| Q4 2022 | $2,516,084 | +8.4% | 115,682 | 0.0% | 1.14% | +7.9% |
| Q3 2022 | $2,321,000 | +5.8% | 115,682 | 0.0% | 1.06% | +19.7% |
| Q2 2022 | $2,193,000 | -9.3% | 115,682 | 0.0% | 0.88% | +1.4% |
| Q1 2022 | $2,419,000 | +8.9% | 115,682 | -7.2% | 0.87% | +44.8% |
| Q4 2021 | $2,221,000 | -2.0% | 124,701 | 0.0% | 0.60% | -1.2% |
| Q3 2021 | $2,266,000 | -7.5% | 124,701 | 0.0% | 0.61% | +8.8% |
| Q2 2021 | $2,450,000 | +18.4% | 124,701 | 0.0% | 0.56% | -26.7% |
| Q1 2021 | $2,069,000 | -14.1% | 124,701 | -28.1% | 0.76% | +22.5% |
| Q4 2020 | $2,409,000 | -7.2% | 173,443 | -28.0% | 0.62% | -29.7% |
| Q3 2020 | $2,596,000 | -20.1% | 240,798 | -2.2% | 0.89% | -29.7% |
| Q2 2020 | $3,250,000 | +23.7% | 246,192 | -15.4% | 1.26% | -0.6% |
| Q1 2020 | $2,627,000 | -39.4% | 290,924 | +46.4% | 1.27% | -59.5% |
| Q4 2019 | $4,334,000 | -8.8% | 198,720 | -2.7% | 3.13% | -7.3% |
| Q3 2019 | $4,751,000 | -7.7% | 204,179 | -0.4% | 3.37% | -14.4% |
| Q2 2019 | $5,147,000 | -46.7% | 204,966 | -52.1% | 3.94% | -15.2% |
| Q1 2019 | $9,658,000 | 0.0% | 427,913 | 0.0% | 4.65% | -1.3% |
| Q4 2018 | $9,658,000 | -16.3% | 427,913 | +1.8% | 4.71% | +39.4% |
| Q3 2018 | $11,540,000 | -9.8% | 420,243 | -12.7% | 3.38% | -4.6% |
| Q2 2018 | $12,799,000 | +18.1% | 481,527 | +6.6% | 3.54% | +8.6% |
| Q1 2018 | $10,841,000 | +29.7% | 451,698 | +48.4% | 3.26% | -8.3% |
| Q4 2017 | $8,359,000 | -61.9% | 304,298 | -60.9% | 3.56% | -46.1% |
| Q3 2017 | $21,965,000 | +8.2% | 778,344 | +13.8% | 6.61% | -1.3% |
| Q2 2017 | $20,309,000 | -8.9% | 683,818 | -1.1% | 6.69% | -4.4% |
| Q1 2017 | $22,293,000 | +12.9% | 691,310 | +10.7% | 7.00% | +7.1% |
| Q4 2016 | $19,743,000 | +20.3% | 624,578 | +18.0% | 6.53% | +23.2% |
| Q3 2016 | $16,418,000 | +16.1% | 529,375 | +18.6% | 5.30% | +22.4% |
| Q2 2016 | $14,143,000 | +40.2% | 446,286 | +20.4% | 4.33% | +33.4% |
| Q1 2016 | $10,086,000 | -21.1% | 370,611 | -16.0% | 3.25% | -19.0% |
| Q4 2015 | $12,789,000 | -51.4% | 441,305 | -49.6% | 4.01% | -44.9% |
| Q3 2015 | $26,295,000 | -23.7% | 875,141 | -1.5% | 7.27% | -19.3% |
| Q2 2015 | $34,478,000 | +6.1% | 888,545 | +16.3% | 9.01% | +0.9% |
| Q1 2015 | $32,482,000 | -0.7% | 764,212 | +5.3% | 8.93% | -6.8% |
| Q4 2014 | $32,726,000 | -7.3% | 725,993 | +6.5% | 9.58% | -12.3% |
| Q3 2014 | $35,306,000 | +34.3% | 681,665 | +30.3% | 10.92% | +10.8% |
| Q2 2014 | $26,286,000 | -2.6% | 523,253 | -13.1% | 9.86% | -3.7% |
| Q1 2014 | $26,993,000 | +19.6% | 601,799 | +18.4% | 10.23% | -8.4% |
| Q4 2013 | $22,578,000 | +28.4% | 508,095 | +25.8% | 11.18% | +23.6% |
| Q3 2013 | $17,583,000 | +18.3% | 403,744 | +24.6% | 9.04% | +0.8% |
| Q2 2013 | $14,869,000 | -34.1% | 323,936 | -36.2% | 8.96% | -19.8% |
| Q4 2012 | $22,578,000 | – | 508,095 | – | 11.18% | – |
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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |