JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 280 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.11 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,654,017 | -99.8% | 115,845 | -5.0% | 1.06% | +33.0% |
| Q4 2020 | $1,692,904,000 | +88.2% | 121,879 | +78.8% | 0.80% | +45.5% |
| Q2 2020 | $899,637,000 | +63.6% | 68,154 | +11.9% | 0.55% | +28.6% |
| Q1 2020 | $549,981,000 | -21.3% | 60,906 | +90.0% | 0.43% | +6.2% |
| Q4 2019 | $699,011,000 | +18.0% | 32,050 | +25.9% | 0.40% | +12.0% |
| Q3 2019 | $592,268,000 | -49.1% | 25,452 | -45.1% | 0.36% | -48.0% |
| Q2 2019 | $1,164,275,000 | -11.4% | 46,367 | -10.0% | 0.69% | -11.1% |
| Q1 2019 | $1,314,734,000 | +668.8% | 51,538 | +572.6% | 0.78% | +368.1% |
| Q4 2018 | $171,015,000 | +48.7% | 7,662 | +83.0% | 0.17% | +90.8% |
| Q3 2018 | $115,002,000 | +34.6% | 4,188 | +30.3% | 0.09% | +31.8% |
| Q2 2018 | $85,428,000 | -38.4% | 3,214 | -44.4% | 0.07% | -42.1% |
| Q1 2018 | $138,792,000 | +100.4% | 5,783 | +129.4% | 0.11% | +93.2% |
| Q4 2017 | $69,251,000 | +41.3% | 2,521 | +45.1% | 0.06% | +47.5% |
| Q3 2017 | $49,018,000 | -63.1% | 1,737 | -61.1% | 0.04% | -65.5% |
| Q2 2017 | $132,759,000 | -9.8% | 4,470 | -1.9% | 0.12% | -4.9% |
| Q1 2017 | $147,191,000 | – | 4,557 | – | 0.12% | – |
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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% |