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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $196,382 | -5.6% | 8,850 | -11.1% | 0.14% | +6.0% |
| Q1 2022 | $208,000 | +6.1% | 9,950 | -9.5% | 0.13% | +11.8% |
| Q4 2021 | $196,000 | -14.8% | 11,000 | -13.2% | 0.12% | -25.6% |
| Q3 2021 | $230,000 | -11.9% | 12,674 | -4.5% | 0.16% | -13.0% |
| Q2 2021 | $261,000 | +54.4% | 13,274 | +30.5% | 0.18% | +53.3% |
| Q1 2021 | $169,000 | +19.0% | 10,174 | -0.2% | 0.12% | -0.8% |
| Q4 2020 | $142,000 | -61.3% | 10,199 | -70.1% | 0.12% | -62.3% |
| Q3 2020 | $367,000 | -18.4% | 34,054 | -0.2% | 0.32% | -20.7% |
| Q2 2020 | $450,000 | +21.3% | 34,122 | -91.7% | 0.40% | +12.2% |
| Q1 2020 | $371,000 | -53.4% | 410,412 | +1025.1% | 0.36% | -46.0% |
| Q4 2019 | $796,000 | +1.3% | 36,477 | +8.0% | 0.67% | +0.3% |
| Q3 2019 | $786,000 | -7.1% | 33,766 | +0.3% | 0.67% | -4.4% |
| Q2 2019 | $846,000 | -6.1% | 33,680 | -4.6% | 0.70% | -7.9% |
| Q1 2019 | $901,000 | +13.9% | 35,311 | -0.4% | 0.76% | -1.7% |
| Q4 2018 | $791,000 | +141.9% | 35,452 | +198.1% | 0.77% | +198.4% |
| Q3 2018 | $327,000 | – | 11,892 | – | 0.26% | – |
Download | ||||||
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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |