JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 188 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,083 | -51.0% | 12,311 | -50.6% | 0.01% | 0.0% |
| Q2 2023 | $620,434 | +82.3% | 24,922 | +96.8% | 0.01% | -6.7% |
| Q1 2023 | $340,327 | +83724.4% | 12,661 | -16.5% | 0.02% | +36.4% |
| Q4 2022 | $406 | -99.9% | 15,165 | -12.9% | 0.01% | -8.3% |
| Q3 2022 | $468,000 | +6.8% | 17,413 | +6.9% | 0.01% | -14.3% |
| Q2 2022 | $438,000 | -44.1% | 16,295 | -44.0% | 0.01% | +40.0% |
| Q1 2022 | $783,000 | +760.4% | 29,109 | +467.9% | 0.01% | +400.0% |
| Q4 2021 | $91,000 | -12.5% | 5,126 | -9.3% | 0.00% | 0.0% |
| Q3 2021 | $104,000 | -8.0% | 5,651 | -1.3% | 0.00% | 0.0% |
| Q2 2021 | $113,000 | +25.6% | 5,725 | +7.5% | 0.00% | 0.0% |
| Q1 2021 | $90,000 | +400.0% | 5,325 | +294.2% | 0.00% | +100.0% |
| Q4 2020 | $18,000 | +28.6% | 1,351 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | -33.3% | 1,351 | -18.9% | 0.00% | -50.0% |
| Q2 2020 | $21,000 | -86.3% | 1,666 | -90.1% | 0.00% | -86.7% |
| Q1 2020 | $153,000 | -63.5% | 16,894 | -11.7% | 0.02% | -51.6% |
| Q4 2019 | $419,000 | -36.2% | 19,142 | -33.0% | 0.03% | -29.5% |
| Q3 2019 | $657,000 | +106.6% | 28,554 | +130.7% | 0.04% | +2.3% |
| Q1 2019 | $318,000 | -61.4% | 12,378 | -67.0% | 0.04% | -14.0% |
| Q4 2018 | $823,000 | -16.0% | 37,498 | +5.1% | 0.05% | +25.0% |
| Q3 2018 | $980,000 | -1.1% | 35,693 | -4.3% | 0.04% | -4.8% |
| Q2 2018 | $991,000 | -5.6% | 37,279 | -2.4% | 0.04% | -12.5% |
| Q1 2018 | $1,050,000 | 0.0% | 38,206 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $1,050,000 | +25.9% | 38,206 | +29.3% | 0.05% | +45.5% |
| Q3 2017 | $834,000 | -6.6% | 29,544 | -1.7% | 0.03% | -13.2% |
| Q2 2017 | $893,000 | -15.0% | 30,070 | -7.5% | 0.04% | -17.4% |
| Q1 2017 | $1,050,000 | +10.8% | 32,523 | +8.5% | 0.05% | 0.0% |
| Q4 2016 | $948,000 | +64.3% | 29,976 | +63.6% | 0.05% | +53.3% |
| Q3 2016 | $577,000 | -6.5% | 18,320 | -5.5% | 0.03% | -11.8% |
| Q2 2016 | $617,000 | +94.0% | 19,382 | +56.6% | 0.03% | -20.9% |
| Q1 2016 | $318,000 | +13.2% | 12,378 | +27.4% | 0.04% | +126.3% |
| Q4 2015 | $281,000 | – | 9,713 | – | 0.02% | – |
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% |