Lido Advisors, LLC - JPMORGAN CHASE & CO ownership

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
Lido Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
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$309,0009,8220.09%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 1,969,090$55,568,00013.81%
OXFORD FINANCIAL GROUP, LTD. LLC 620,535$17,511,00012.00%
BRIGHTON JONES LLC 3,020,995$85,252,00010.96%
CIBC BANK USA 2,485,527$70,142,0009.18%
SAGE FINANCIAL GROUP INC 1,408,133$39,738,0008.71%
FIDUCIARY COUNSELLING INC 86,004$2,427,0008.68%
BRR OpCo, LLC 918,103$25,908,0007.90%
Round Table Services, LLC 761,223$21,482,0007.67%
MARINER INVESTMENT GROUP LLC 390,000$11,006,0006.85%
Klingman & Associates, LLC 971,609$27,419,0006.75%
View complete list of JPMORGAN CHASE & CO shareholders