JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 314 filers reported holding JPMORGAN CHASE & CO in Q4 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,699,941 | -7.5% | 230,767 | -14.2% | 0.01% | 0.0% |
Q2 2023 | $6,163,748 | +9.5% | 269,042 | +6.0% | 0.01% | 0.0% |
Q1 2023 | $5,629,766 | -22.5% | 253,707 | -24.1% | 0.01% | -27.3% |
Q4 2022 | $7,266,729 | +0.8% | 334,102 | -7.0% | 0.01% | -8.3% |
Q3 2022 | $7,210,000 | +3.5% | 359,424 | -2.2% | 0.01% | +9.1% |
Q2 2022 | $6,967,000 | -11.5% | 367,473 | -2.4% | 0.01% | -8.3% |
Q1 2022 | $7,875,000 | +14.7% | 376,608 | -2.3% | 0.01% | +9.1% |
Q4 2021 | $6,863,000 | -6.8% | 385,329 | -4.9% | 0.01% | -15.4% |
Q3 2021 | $7,364,000 | -8.9% | 405,265 | -1.5% | 0.01% | -7.1% |
Q2 2021 | $8,086,000 | +13.5% | 411,524 | -4.2% | 0.01% | 0.0% |
Q1 2021 | $7,127,000 | -34.3% | 429,574 | -45.0% | 0.01% | -41.7% |
Q4 2020 | $10,856,000 | +28.0% | 781,542 | -0.7% | 0.02% | +9.1% |
Q3 2020 | $8,482,000 | -29.9% | 786,832 | -14.2% | 0.02% | -37.1% |
Q2 2020 | $12,100,000 | +1.6% | 916,671 | -30.5% | 0.04% | -16.7% |
Q1 2020 | $11,914,000 | -32.4% | 1,319,357 | +63.3% | 0.04% | -20.8% |
Q4 2019 | $17,625,000 | -77.6% | 808,137 | -76.1% | 0.05% | -79.3% |
Q3 2019 | $78,649,000 | -56.6% | 3,379,851 | -53.2% | 0.26% | -58.0% |
Q2 2019 | $181,249,000 | -1.8% | 7,218,210 | -0.3% | 0.61% | -8.3% |
Q1 2019 | $184,644,000 | +17.9% | 7,238,115 | +3.2% | 0.66% | +3.6% |
Q4 2018 | $156,553,000 | +9557.8% | 7,014,033 | +11785.4% | 0.64% | +10600.0% |
Q3 2018 | $1,621,000 | -29.1% | 59,014 | -31.4% | 0.01% | -33.3% |
Q2 2018 | $2,287,000 | +107.3% | 86,027 | +87.1% | 0.01% | +125.0% |
Q1 2018 | $1,103,000 | +128.8% | 45,970 | +161.9% | 0.00% | +100.0% |
Q4 2017 | $482,000 | -56.0% | 17,554 | -54.8% | 0.00% | -60.0% |
Q3 2017 | $1,096,000 | -15.7% | 38,850 | -11.3% | 0.01% | -28.6% |
Q2 2017 | $1,300,000 | -25.4% | 43,784 | -18.8% | 0.01% | -30.0% |
Q1 2017 | $1,742,000 | +0.8% | 53,940 | -1.4% | 0.01% | -9.1% |
Q4 2016 | $1,729,000 | +14.8% | 54,683 | +14.4% | 0.01% | +10.0% |
Q3 2016 | $1,506,000 | +400.3% | 47,795 | +405.7% | 0.01% | +400.0% |
Q2 2016 | $301,000 | +52.0% | 9,452 | +29.1% | 0.00% | 0.0% |
Q1 2016 | $198,000 | +27.7% | 7,322 | +36.7% | 0.00% | +100.0% |
Q4 2015 | $155,000 | -38.2% | 5,355 | -35.3% | 0.00% | -50.0% |
Q3 2015 | $251,000 | -25.1% | 8,274 | +5.8% | 0.00% | -33.3% |
Q1 2015 | $335,000 | -21.4% | 7,821 | -15.7% | 0.00% | -25.0% |
Q4 2014 | $426,000 | +76.0% | 9,274 | +103.6% | 0.00% | +33.3% |
Q3 2014 | $242,000 | -5.5% | 4,556 | -6.7% | 0.00% | 0.0% |
Q2 2014 | $256,000 | -4.8% | 4,884 | -15.4% | 0.00% | -25.0% |
Q1 2014 | $269,000 | +1.1% | 5,771 | +0.5% | 0.00% | -20.0% |
Q4 2013 | $266,000 | +3.1% | 5,744 | -0.7% | 0.01% | 0.0% |
Q3 2013 | $258,000 | -16.0% | 5,782 | -12.1% | 0.01% | -28.6% |
Q2 2013 | $307,000 | – | 6,580 | – | 0.01% | – |
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% |