JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 182 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $598,849 | +7.2% | 24,245 | -0.6% | 0.01% | 0.0% |
| Q2 2023 | $558,837 | +12.5% | 24,393 | +9.0% | 0.01% | +25.0% |
| Q1 2023 | $496,799 | -0.7% | 22,388 | -2.7% | 0.00% | -20.0% |
| Q4 2022 | $500,495 | +1.7% | 23,011 | -6.2% | 0.01% | -50.0% |
| Q3 2022 | $492,000 | +17.4% | 24,536 | +10.9% | 0.01% | +42.9% |
| Q2 2022 | $419,000 | +17.7% | 22,120 | +29.7% | 0.01% | +40.0% |
| Q1 2022 | $356,000 | +49.6% | 17,049 | +27.7% | 0.01% | +66.7% |
| Q4 2021 | $238,000 | -4.4% | 13,346 | -2.5% | 0.00% | -25.0% |
| Q3 2021 | $249,000 | 0.0% | 13,694 | +8.2% | 0.00% | 0.0% |
| Q2 2021 | $249,000 | +38.3% | 12,662 | +16.4% | 0.00% | 0.0% |
| Q1 2021 | $180,000 | -34.3% | 10,879 | +25.7% | 0.00% | -96.3% |
| Q2 2016 | $274,000 | – | 8,653 | – | 0.11% | – |
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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% |