JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 193 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $158,000 | +26.4% | 11,376 | -2.1% | 0.04% | +11.4% |
| Q3 2020 | $125,000 | -29.0% | 11,624 | -12.7% | 0.04% | -27.1% |
| Q2 2020 | $176,000 | +64.5% | 13,310 | +12.6% | 0.05% | +50.0% |
| Q1 2020 | $107,000 | -78.0% | 11,824 | -46.9% | 0.03% | -71.7% |
| Q4 2019 | $486,000 | -30.2% | 22,266 | -25.5% | 0.11% | +34.5% |
| Q3 2019 | $696,000 | +80.8% | 29,898 | +95.0% | 0.08% | -6.7% |
| Q2 2019 | $385,000 | -15.6% | 15,332 | -14.2% | 0.09% | -19.6% |
| Q1 2019 | $456,000 | +14.3% | 17,877 | +0.1% | 0.11% | 0.0% |
| Q4 2018 | $399,000 | -21.3% | 17,861 | -3.2% | 0.11% | -21.7% |
| Q3 2018 | $507,000 | -6.3% | 18,447 | -9.5% | 0.14% | -11.7% |
| Q2 2018 | $541,000 | +15.4% | 20,379 | +4.2% | 0.16% | +11.0% |
| Q1 2018 | $469,000 | -2.1% | 19,560 | +12.3% | 0.15% | -6.4% |
| Q4 2017 | $479,000 | +57.0% | 17,415 | +61.2% | 0.16% | +66.0% |
| Q3 2017 | $305,000 | +44.5% | 10,804 | +51.8% | 0.09% | +27.0% |
| Q2 2017 | $211,000 | -7.5% | 7,117 | +0.7% | 0.07% | -8.6% |
| Q1 2017 | $228,000 | – | 7,071 | – | 0.08% | – |
Download | ||||||
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% |