Lenox Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

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
Lenox Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2021$0210.0%0.00%
Q1 2021$0210.0%0.00%
Q4 2020$0210.0%0.00%
Q3 2020$0210.0%0.00%
Q2 2020$0210.0%0.00%
Q1 2020$0
-100.0%
21
-99.6%
0.00%
-100.0%
Q4 2015$166,000
-4.0%
5,730
+0.7%
0.05%
-13.1%
Q3 2015$173,000
+16.9%
5,688
+52.3%
0.06%
-3.2%
Q2 2015$148,000
-54.3%
3,734
-50.7%
0.06%
-51.9%
Q1 2015$324,000
-6.4%
7,570
+0.5%
0.13%
-9.0%
Q4 2014$346,000
-13.1%
7,530
+0.5%
0.14%
-18.2%
Q3 2014$398,000
+30.1%
7,493
+13.6%
0.18%
-18.1%
Q4 2013$306,000
+7.0%
6,597
+2.9%
0.22%
-19.5%
Q3 2013$286,000
-3.7%
6,412
+0.5%
0.27%
-20.1%
Q2 2013$297,0006,3790.33%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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%
Capital Advisory Group Advisory Services, LLC 94,310$2,329,4571.32%
View complete list of JPMORGAN CHASE & CO shareholders