JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 192 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,681,106 | +97.3% | 68,059 | +83.1% | 0.00% | 0.0% |
| Q2 2023 | $851,873 | +2.4% | 37,180 | -0.9% | 0.00% | 0.0% |
| Q1 2023 | $832,248 | +1.9% | 37,503 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $816,720 | +9.3% | 37,554 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $747,000 | -10.5% | 37,201 | -15.4% | 0.00% | 0.0% |
| Q2 2022 | $835,000 | -19.3% | 43,992 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $1,035,000 | +66.7% | 43,968 | +26.3% | 0.00% | +100.0% |
| Q4 2021 | $621,000 | -38.8% | 34,812 | -37.5% | 0.00% | -50.0% |
| Q3 2021 | $1,014,000 | -11.4% | 55,739 | -4.4% | 0.00% | 0.0% |
| Q2 2021 | $1,144,000 | -43.8% | 58,281 | -52.4% | 0.00% | -60.0% |
| Q1 2021 | $2,034,000 | -17.1% | 122,551 | -30.6% | 0.01% | -28.6% |
| Q4 2020 | $2,454,000 | +42.3% | 176,684 | +11.1% | 0.01% | +40.0% |
| Q3 2020 | $1,724,000 | +2.0% | 158,961 | +24.2% | 0.01% | -16.7% |
| Q2 2020 | $1,690,000 | +44.3% | 127,976 | -1.1% | 0.01% | +20.0% |
| Q1 2020 | $1,171,000 | – | 129,373 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |