IFP Advisors, Inc - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 176 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
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%
1,3510.0%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$1,050,0000.0%38,2060.0%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$281,0009,7130.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
NameSharesValueWeighting ↓
Arlington Partners LLC 911,842$9,830,0005.39%
BRIGHTON JONES LLC 5,829,814$62,845,0004.34%
FORTEM FINANCIAL GROUP, LLC 348,752$3,760,0002.72%
MPS Loria Financial Planners, LLC 386,964$4,171,0002.16%
Sageworth Trust Co 1,731,102$18,661,0002.01%
Greytown Advisors Inc. 209,866$2,262,0001.86%
Wilshire Advisors LLC 126,907$1,368,0001.39%
NOESIS CAPITAL MANGEMENT CORP 341,547$3,682,000,0001.04%
NICOLET BANKSHARES INC 257,896$2,780,0000.96%
EVERGREEN CAPITAL MANAGEMENT LLC 1,277,855$13,775,0000.95%
View complete list of JPMORGAN CHASE & CO shareholders