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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,465 | +2.0% | 66 | 0.0% | 0.00% | – |
| Q4 2022 | $1,436 | -76.1% | 66 | -76.9% | 0.00% | -100.0% |
| Q3 2022 | $6,000 | +20.0% | 286 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 286 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -33.3% | 286 | -41.2% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | -59.1% | 486 | -59.6% | 0.00% | -66.7% |
| Q3 2021 | $22,000 | -8.3% | 1,204 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | 0.0% | 1,204 | -16.9% | 0.00% | -25.0% |
| Q1 2021 | $24,000 | +14.3% | 1,449 | -4.4% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | -32.3% | 1,516 | -46.9% | 0.00% | -42.9% |
| Q3 2020 | $31,000 | -18.4% | 2,853 | -1.6% | 0.01% | -12.5% |
| Q2 2020 | $38,000 | +90.0% | 2,898 | +41.4% | 0.01% | +166.7% |
| Q1 2020 | $20,000 | -95.8% | 2,049 | -90.7% | 0.00% | -94.7% |
| Q4 2019 | $471,000 | +84.7% | 22,149 | +150.4% | 0.06% | -67.6% |
| Q4 2015 | $255,000 | -24.6% | 8,845 | -20.5% | 0.18% | -24.5% |
| Q3 2015 | $338,000 | – | 11,129 | – | 0.23% | – |
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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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |