INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - JPMORGAN CHASE & CO ownership

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
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2021$20,000
-91.2%
1,118
-91.0%
0.00%
-91.7%
Q3 2021$226,000
+151.1%
12,445
+83.1%
0.04%
+89.5%
Q2 2020$90,000
-65.6%
6,798
-28.7%
0.02%
-62.0%
Q4 2017$262,000
-93.3%
9,533
-93.0%
0.05%
-96.6%
Q1 2016$3,931,000
-1.0%
135,706
-0.9%
1.47%
-0.9%
Q4 2015$3,969,000137,0031.48%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2020
NameSharesValueWeighting ↓
Arlington Partners LLC 911,842$9,830,0005.39%
BRIGHTON JONES LLC 5,829,814$62,845,0004.34%
FORTEM FINANCIAL GROUP, LLC 348,752$3,760,0002.72%
MPS Loria Financial Planners, LLC 386,964$4,171,0002.16%
Sageworth Trust Co 1,731,102$18,661,0002.01%
Greytown Advisors Inc. 209,866$2,262,0001.86%
Wilshire Advisors LLC 126,907$1,368,0001.39%
NOESIS CAPITAL MANGEMENT CORP 341,547$3,682,000,0001.04%
NICOLET BANKSHARES INC 257,896$2,780,0000.96%
EVERGREEN CAPITAL MANAGEMENT LLC 1,277,855$13,775,0000.95%
View complete list of JPMORGAN CHASE & CO shareholders