Edge Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 193 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2020$9,000
+50.0%
6750.0%0.00%
+100.0%
Q1 2020$6,000
-60.0%
6750.0%0.00%
-66.7%
Q4 2019$15,0000.0%6750.0%0.00%0.0%
Q3 2019$15,000
-11.8%
6750.0%0.00%
-25.0%
Q2 2019$17,0000.0%6750.0%0.00%0.0%
Q1 2019$17,000
+13.3%
6750.0%0.00%0.0%
Q4 2018$15,000
-21.1%
6750.0%0.00%
-20.0%
Q3 2018$19,000
+5.6%
6750.0%0.01%0.0%
Q2 2018$18,000
+12.5%
6750.0%0.01%
+25.0%
Q1 2018$16,000
-93.8%
675
-92.8%
0.00%
-94.5%
Q4 2017$258,000
-48.8%
9,406
-47.3%
0.07%
-52.0%
Q3 2017$504,000
-46.4%
17,862
-43.3%
0.15%
-48.6%
Q2 2017$941,000
+2.0%
31,518
+10.2%
0.30%
-7.5%
Q1 2017$923,000
+52.1%
28,603
+48.7%
0.32%
+39.1%
Q4 2016$607,000
+1.8%
19,230
+1.1%
0.23%
-9.1%
Q3 2016$596,000
-2.5%
19,030
-0.7%
0.25%
-0.4%
Q2 2016$611,000
+15.1%
19,163
-2.2%
0.25%
+5.4%
Q1 2016$531,000
-89.0%
19,602
-88.3%
0.24%
-86.8%
Q4 2015$4,835,000
+29.2%
168,217
+31.1%
1.82%
+29.4%
Q3 2015$3,741,000
-38.6%
128,324
-16.4%
1.41%
-32.3%
Q2 2015$6,089,000
+9.0%
153,579
+18.4%
2.08%
+11.0%
Q1 2015$5,586,000
+22.7%
129,748
+31.8%
1.88%
+12.5%
Q4 2014$4,551,000
+8026.8%
98,475
+8072.2%
1.67%
+7156.5%
Q1 2014$56,0001,2050.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2020
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