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 | $251,532 | -35.5% | 10,183 | -40.2% | 0.00% | -33.3% |
| Q2 2023 | $390,273 | +3.3% | 17,035 | +0.0% | 0.00% | -25.0% |
| Q1 2023 | $377,881 | +2.1% | 17,029 | +0.0% | 0.00% | -20.0% |
| Q4 2022 | $370,270 | +8.6% | 17,023 | +0.0% | 0.01% | +25.0% |
| Q3 2022 | $341,000 | -0.9% | 17,018 | -6.4% | 0.00% | -20.0% |
| Q2 2022 | $344,000 | -9.5% | 18,188 | +0.0% | 0.01% | +25.0% |
| Q1 2022 | $380,000 | +25.8% | 18,184 | +6.9% | 0.00% | +33.3% |
| Q4 2021 | $302,000 | -27.4% | 17,005 | -25.9% | 0.00% | -50.0% |
| Q3 2021 | $416,000 | -45.0% | 22,942 | -40.3% | 0.01% | -45.5% |
| Q2 2021 | $756,000 | +4.9% | 38,449 | -11.5% | 0.01% | -8.3% |
| Q1 2021 | $721,000 | +19.6% | 43,445 | +0.0% | 0.01% | -7.7% |
| Q4 2020 | $603,000 | +28.8% | 43,440 | +0.0% | 0.01% | +8.3% |
| Q3 2020 | $468,000 | -18.3% | 43,434 | +0.0% | 0.01% | -29.4% |
| Q2 2020 | $573,000 | +26.5% | 43,426 | -13.5% | 0.02% | -10.5% |
| Q1 2020 | $453,000 | -77.2% | 50,175 | -45.0% | 0.02% | -75.9% |
| Q4 2019 | $1,991,000 | +76.0% | 91,271 | +87.8% | 0.08% | +38.6% |
| Q3 2019 | $1,131,000 | +33.1% | 48,612 | +43.4% | 0.06% | +16.3% |
| Q2 2019 | $850,000 | +9.5% | 33,888 | +11.3% | 0.05% | -2.0% |
| Q1 2019 | $776,000 | +48.7% | 30,452 | +30.0% | 0.05% | -3.8% |
| Q4 2018 | $522,000 | -38.3% | 23,421 | -24.1% | 0.05% | -36.6% |
| Q3 2018 | $846,000 | +8.0% | 30,844 | +4.6% | 0.08% | -8.9% |
| Q2 2018 | $783,000 | +15.7% | 29,485 | +4.5% | 0.09% | -3.2% |
| Q1 2018 | $677,000 | +60.0% | 28,226 | +83.1% | 0.09% | +55.0% |
| Q4 2017 | $423,000 | -26.7% | 15,413 | -27.7% | 0.06% | -34.8% |
| Q3 2017 | $577,000 | -24.7% | 21,332 | -17.2% | 0.09% | -42.1% |
| Q2 2017 | $766,000 | +6.1% | 25,775 | +11.8% | 0.16% | -20.5% |
| Q1 2017 | $722,000 | +28.0% | 23,062 | +29.2% | 0.20% | +43.9% |
| Q4 2016 | $564,000 | +82.5% | 17,856 | +81.8% | 0.14% | +47.9% |
| Q3 2016 | $309,000 | – | 9,822 | – | 0.09% | – |
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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% |