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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,207 | +8.1% | 9,361 | +0.3% | 0.01% | +10.0% |
| Q2 2023 | $213,806 | -10.4% | 9,332 | -13.2% | 0.01% | 0.0% |
| Q1 2023 | $238,591 | +2.3% | 10,752 | +0.3% | 0.01% | -9.1% |
| Q4 2022 | $233,254 | +8.5% | 10,724 | +0.2% | 0.01% | -8.3% |
| Q3 2022 | $215,000 | +6.4% | 10,698 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $202,000 | -9.4% | 10,673 | +0.2% | 0.01% | -14.3% |
| Q1 2022 | $223,000 | +14.4% | 10,649 | -2.7% | 0.01% | +16.7% |
| Q4 2021 | $195,000 | -2.0% | 10,948 | -0.1% | 0.01% | -7.7% |
| Q3 2021 | $199,000 | -3.9% | 10,956 | +4.1% | 0.01% | -7.1% |
| Q2 2021 | $207,000 | +15.6% | 10,520 | -2.6% | 0.01% | +7.7% |
| Q1 2021 | $179,000 | +0.6% | 10,799 | -15.7% | 0.01% | -18.8% |
| Q4 2020 | $178,000 | +7.2% | 12,804 | -16.9% | 0.02% | -11.1% |
| Q3 2020 | $166,000 | -25.6% | 15,401 | -8.7% | 0.02% | -35.7% |
| Q2 2020 | $223,000 | +28.9% | 16,861 | -11.9% | 0.03% | +12.0% |
| Q1 2020 | $173,000 | -97.7% | 19,129 | -94.4% | 0.02% | -97.4% |
| Q4 2019 | $7,470,000 | +15.7% | 342,526 | +23.5% | 0.95% | +1.4% |
| Q3 2019 | $6,456,000 | +4.4% | 277,418 | +12.6% | 0.94% | -4.4% |
| Q2 2019 | $6,186,000 | +10.8% | 246,343 | +12.5% | 0.98% | +2.8% |
| Q1 2019 | $5,585,000 | +7.9% | 218,926 | -5.6% | 0.95% | -5.2% |
| Q4 2018 | $5,178,000 | -31.0% | 231,991 | -15.1% | 1.00% | -27.1% |
| Q3 2018 | $7,508,000 | +1.1% | 273,402 | -2.1% | 1.38% | -5.3% |
| Q2 2018 | $7,426,000 | +13.8% | 279,394 | +2.8% | 1.46% | -1.2% |
| Q1 2018 | $6,523,000 | +24.0% | 271,810 | +42.0% | 1.47% | +9.0% |
| Q4 2017 | $5,259,000 | +15.2% | 191,435 | +18.3% | 1.35% | -0.4% |
| Q3 2017 | $4,567,000 | +1.2% | 161,826 | +6.4% | 1.36% | -38.1% |
| Q2 2017 | $4,515,000 | +19.6% | 152,028 | +30.1% | 2.19% | +6.5% |
| Q1 2017 | $3,774,000 | +226.8% | 116,838 | +219.8% | 2.06% | +201.6% |
| Q4 2016 | $1,155,000 | +60.6% | 36,536 | +60.1% | 0.68% | +46.3% |
| Q3 2016 | $719,000 | +3.0% | 22,817 | +3.9% | 0.47% | -4.9% |
| Q2 2016 | $698,000 | – | 21,958 | – | 0.49% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 911,842 | $9,830,000 | 5.39% |
| BRIGHTON JONES LLC | 5,829,814 | $62,845,000 | 4.34% |
| FORTEM FINANCIAL GROUP, LLC | 348,752 | $3,760,000 | 2.72% |
| MPS Loria Financial Planners, LLC | 386,964 | $4,171,000 | 2.16% |
| Sageworth Trust Co | 1,731,102 | $18,661,000 | 2.01% |
| Greytown Advisors Inc. | 209,866 | $2,262,000 | 1.86% |
| Wilshire Advisors LLC | 126,907 | $1,368,000 | 1.39% |
| NOESIS CAPITAL MANGEMENT CORP | 341,547 | $3,682,000,000 | 1.04% |
| NICOLET BANKSHARES INC | 257,896 | $2,780,000 | 0.96% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,277,855 | $13,775,000 | 0.95% |