JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 179 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,783 | +7.8% | 1,975 | 0.0% | 0.02% | +13.3% |
| Q2 2023 | $45,248 | +3.2% | 1,975 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $43,826 | +9.6% | 1,975 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $40,000 | +8.1% | 1,975 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $37,000 | -9.8% | 1,975 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $41,000 | +17.1% | 1,975 | 0.0% | 0.02% | +7.1% |
| Q4 2021 | $35,000 | -2.8% | 1,975 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $36,000 | -7.7% | 1,975 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $39,000 | +18.2% | 1,975 | 0.0% | 0.02% | +6.2% |
| Q1 2021 | $33,000 | +22.2% | 1,975 | 0.0% | 0.02% | +60.0% |
| Q4 2020 | $27,000 | +28.6% | 1,975 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $21,000 | -19.2% | 1,975 | 0.0% | 0.01% | -30.8% |
| Q2 2020 | $26,000 | +44.4% | 1,975 | 0.0% | 0.01% | +18.2% |
| Q1 2020 | $18,000 | -58.1% | 1,975 | 0.0% | 0.01% | -42.1% |
| Q4 2019 | $43,000 | -6.5% | 1,975 | 0.0% | 0.02% | -17.4% |
| Q3 2019 | $46,000 | -8.0% | 1,975 | 0.0% | 0.02% | -11.5% |
| Q2 2019 | $50,000 | -23.1% | 1,975 | -22.4% | 0.03% | -25.7% |
| Q1 2019 | $65,000 | -34.3% | 2,546 | -42.5% | 0.04% | -34.0% |
| Q4 2018 | $99,000 | -44.1% | 4,426 | -31.3% | 0.05% | -38.4% |
| Q3 2018 | $177,000 | -4.8% | 6,441 | -8.1% | 0.09% | -21.1% |
| Q2 2018 | $186,000 | +11.4% | 7,011 | +0.6% | 0.11% | +6.9% |
| Q1 2018 | $167,000 | -12.1% | 6,968 | +0.5% | 0.10% | -12.1% |
| Q4 2017 | $190,000 | -17.0% | 6,932 | -14.5% | 0.12% | -21.1% |
| Q3 2017 | $229,000 | -4.6% | 8,107 | +0.5% | 0.15% | -8.7% |
| Q2 2017 | $240,000 | -42.4% | 8,070 | -37.6% | 0.16% | -44.9% |
| Q1 2017 | $417,000 | -34.2% | 12,923 | -35.6% | 0.29% | -39.4% |
| Q4 2016 | $634,000 | – | 20,062 | – | 0.48% | – |
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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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |