JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 179 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $805,475 | +18.7% | 32,610 | +10.1% | 0.01% | +12.5% |
| Q2 2023 | $678,709 | +19.4% | 29,625 | +15.6% | 0.01% | +14.3% |
| Q1 2023 | $568,619 | +835.5% | 25,625 | -2.6% | 0.01% | +250.0% |
| Q4 2022 | $60,781 | -85.8% | 26,313 | +23.1% | 0.00% | -71.4% |
| Q3 2022 | $429,000 | +53.2% | 21,372 | +44.6% | 0.01% | +40.0% |
| Q2 2022 | $280,000 | +9.8% | 14,779 | +21.0% | 0.01% | +25.0% |
| Q1 2022 | $255,000 | -44.3% | 12,214 | -52.4% | 0.00% | -42.9% |
| Q4 2021 | $458,000 | +113.0% | 25,676 | +117.3% | 0.01% | +40.0% |
| Q3 2021 | $215,000 | +3.9% | 11,815 | +12.4% | 0.01% | -16.7% |
| Q2 2021 | $207,000 | -41.5% | 10,510 | -31.6% | 0.01% | -62.5% |
| Q3 2019 | $354,000 | -11.1% | 15,359 | -3.1% | 0.02% | -33.3% |
| Q2 2019 | $398,000 | +4.7% | 15,846 | +6.4% | 0.02% | -4.0% |
| Q1 2019 | $380,000 | -28.4% | 14,898 | -37.4% | 0.02% | -26.5% |
| Q4 2018 | $531,000 | +34.8% | 23,810 | +66.0% | 0.03% | +13.3% |
| Q3 2018 | $394,000 | +9.7% | 14,340 | +3.8% | 0.03% | -9.1% |
| Q2 2018 | $359,000 | – | 13,809 | – | 0.03% | – |
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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% |