Capital Investment 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 Q2 2021. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2023$666,042
+2.7%
26,263
+0.0%
0.02%
-5.6%
Q3 2023$648,390
+7.1%
26,251
-3.8%
0.02%0.0%
Q1 2023$605,676
+100678.0%
27,295
-1.3%
0.02%0.0%
Q4 2022$601
-99.9%
27,649
-0.3%
0.02%
-5.3%
Q3 2022$556,000
+5.1%
27,721
-0.6%
0.02%
+5.6%
Q2 2022$529,000
-10.9%
27,876
-1.9%
0.02%0.0%
Q1 2022$594,000
+15.6%
28,430
-1.5%
0.02%
+12.5%
Q4 2021$514,000
-2.8%
28,860
-0.9%
0.02%
-11.1%
Q3 2021$529,000
-10.2%
29,121
-2.8%
0.02%
-10.0%
Q2 2021$589,000
+18.3%
29,955
-0.3%
0.02%
+5.3%
Q1 2021$498,000
+13.2%
30,043
-5.1%
0.02%
+5.6%
Q4 2020$440,000
+25.7%
31,670
-2.4%
0.02%
+5.9%
Q3 2020$350,000
-20.3%
32,459
-2.4%
0.02%
-26.1%
Q2 2020$439,000
+46.3%
33,271
+0.1%
0.02%
+21.1%
Q1 2020$300,000
-86.7%
33,245
-67.9%
0.02%
-82.6%
Q4 2019$2,261,000
-11.6%
103,670
-5.7%
0.11%
-18.7%
Q3 2019$2,557,000
-8.1%
109,885
-0.8%
0.13%
-12.4%
Q2 2019$2,782,000
-4.0%
110,797
-2.5%
0.15%
-9.5%
Q1 2019$2,899,000
+13.5%
113,626
-0.7%
0.17%
-0.6%
Q4 2018$2,555,000
-22.5%
114,472
-4.7%
0.17%
-12.4%
Q3 2018$3,297,000
+2.1%
120,083
-1.1%
0.19%
-3.5%
Q2 2018$3,229,000
+9.0%
121,471
-1.6%
0.20%
+4.1%
Q1 2018$2,963,000
-11.3%
123,454
+1.5%
0.19%
-11.5%
Q4 2017$3,340,000
-8.6%
121,570
-6.1%
0.22%
-13.1%
Q3 2017$3,653,000
-5.1%
129,441
-0.1%
0.25%
-9.1%
Q2 2017$3,848,000
-7.4%
129,558
+0.7%
0.28%
-12.4%
Q1 2017$4,156,000
+2.1%
128,664
-0.1%
0.32%
-8.2%
Q4 2016$4,072,000
-8.8%
128,832
-9.2%
0.34%
-12.7%
Q3 2016$4,467,000
-5.1%
141,810
-4.2%
0.39%
-10.9%
Q2 2016$4,708,000
+13.5%
148,004
-3.4%
0.44%
+8.1%
Q1 2016$4,149,000
-9.9%
153,140
-3.7%
0.41%
-13.9%
Q4 2015$4,606,000
-1.8%
158,989
+3.0%
0.47%
-9.9%
Q3 2015$4,691,000
-23.8%
154,370
-0.7%
0.53%
-20.5%
Q2 2015$6,153,000
-9.9%
155,385
-2.6%
0.66%
-8.4%
Q1 2015$6,830,000
-6.1%
159,577
+0.8%
0.72%
-10.1%
Q4 2014$7,273,000
-13.1%
158,276
+0.4%
0.80%
-16.1%
Q3 2014$8,371,000
+2.1%
157,705
+0.8%
0.96%
+2.0%
Q2 2014$8,199,000
-99.9%
156,524
-0.4%
0.94%
+2.3%
Q1 2014$7,312,920,000
+98324.2%
157,132
-2.0%
0.92%
-6.9%
Q4 2013$7,430,000160,2970.99%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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