Baystate Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 192 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$16,000
+6.7%
8110.0%0.00%
+100.0%
Q2 2022$15,000
-11.8%
8110.0%0.00%
-50.0%
Q1 2022$17,000
+21.4%
8110.0%0.00%
+100.0%
Q4 2021$14,000
-6.7%
8110.0%0.00%0.0%
Q3 2021$15,000
-6.2%
8110.0%0.00%
-50.0%
Q2 2021$16,000
+23.1%
8110.0%0.00%
+100.0%
Q1 2021$13,000
+18.2%
8110.0%0.00%0.0%
Q4 2020$11,000
+22.2%
8110.0%0.00%0.0%
Q3 2020$9,000
-10.0%
811
+3.0%
0.00%0.0%
Q2 2020$10,000
+42.9%
7870.0%0.00%0.0%
Q1 2020$7,000
-99.9%
787
-99.9%
0.00%
-99.9%
Q4 2019$12,618,000
+743.4%
578,538
+800.0%
1.54%
+680.2%
Q3 2019$1,496,000
-66.2%
64,280
-63.8%
0.20%
-66.1%
Q2 2019$4,432,000
+195.5%
177,688
+201.0%
0.58%
+192.0%
Q1 2019$1,500,000
-28.8%
59,031
-29.9%
0.20%
-35.2%
Q4 2018$2,106,000
+554.0%
84,214
+623.3%
0.31%
+438.6%
Q3 2018$322,000
+9.2%
11,643
+3.4%
0.06%
+29.5%
Q2 2018$295,000
+9.3%
11,259
+9.3%
0.04%
+7.3%
Q1 2018$270,000
-74.9%
10,304
-71.0%
0.04%
-74.4%
Q4 2017$1,076,000
+84.2%
35,481
+72.9%
0.16%
+64.9%
Q3 2017$584,000
+100.0%
20,524
+112.2%
0.10%
+86.5%
Q2 2017$292,000
-6.1%
9,6720.0%0.05%
-13.3%
Q1 2017$311,000
+2.6%
9,672
+2.1%
0.06%0.0%
Q4 2016$303,000
+3687.5%
9,470
+5132.0%
0.06%
+1400.0%
Q2 2013$8,0001810.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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%
Smallwood Wealth Investment Management, LLC 58,808$1,452,5531.32%
View complete list of JPMORGAN CHASE & CO shareholders