TFO Wealth Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 182 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.78 and the average weighting 0.2%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2022$60,881
+407.3%
454
-24.3%
0.01%
+366.7%
Q3 2022$12,000
+9.1%
6000.0%0.00%
+50.0%
Q2 2022$11,000
-15.4%
6000.0%0.00%
-33.3%
Q1 2022$13,0000.0%600
-22.1%
0.00%
+50.0%
Q4 2021$13,000
-7.1%
7700.0%0.00%
-33.3%
Q3 2021$14,000
-6.7%
7700.0%0.00%0.0%
Q2 2021$15,000
-21.1%
770
-32.8%
0.00%
-50.0%
Q1 2021$19,000
+18.8%
1,1450.0%0.01%
+20.0%
Q4 2020$16,000
-40.7%
1,145
-55.0%
0.01%
-50.0%
Q3 2020$27,000
-20.6%
2,5460.0%0.01%
-23.1%
Q2 2020$34,000
+54.5%
2,5460.0%0.01%
+44.4%
Q1 2020$22,000
-53.2%
2,546
+17.3%
0.01%
-79.1%
Q4 2019$47,0002,1710.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
NameSharesValueWeighting ↓
FORTEM FINANCIAL GROUP, LLC 375,885$9,284,3605.44%
NICOLET BANKSHARES INC 333,920$8,247,8242.53%
Parkside Financial Bank & Trust 423,397$10,457,9002.42%
BRIGHTON JONES LLC 1,650,284$40,762,0162.07%
AlphaQ Advisors LLC 88,566$2,187,5801.90%
NOESIS CAPITAL MANGEMENT CORP 533,126$13,168,2161.73%
My Personal CFO, LLC 81,377$2,010,0191.62%
Arrow Investment Advisors, LLC 73,178$1,807,4971.44%
NICOLET ADVISORY SERVICES, LLC 547,156$12,994,9591.44%
Capital Advisory Group Advisory Services, LLC 94,310$2,329,4571.32%
View complete list of JPMORGAN CHASE & CO shareholders