Creative Planning - 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
Creative Planning ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
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$307,0006,5800.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2021
NameSharesValueWeighting ↓
BRIGHTON JONES LLC 6,639,884$110,156,0006.52%
Arlington Partners LLC 1,008,242$16,727,0006.12%
Advisory Services & Investments, LLC 217,236$3,604,0002.93%
Sageworth Trust Co 1,966,334$32,622,0002.71%
Rye Brook Capital LLC 216,800$3,597,0002.62%
FORTEM FINANCIAL GROUP, LLC 256,543$4,256,0002.46%
Parkside Financial Bank & Trust 328,278$5,446,0001.64%
Greytown Advisors Inc. 199,246$3,305,0001.64%
NOESIS CAPITAL MANGEMENT CORP 337,708$5,603,000,0001.26%
NICOLET BANKSHARES INC 271,951$4,512,0001.25%
View complete list of JPMORGAN CHASE & CO shareholders