Steward Partners Investment Advisory, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 188 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$296,894
+24.3%
12,020
+15.3%
0.01%
+25.0%
Q2 2023$238,768
+19.3%
10,422
+15.5%
0.00%
+33.3%
Q1 2023$200,198
+22.4%
9,022
+19.9%
0.00%0.0%
Q4 2022$163,604
+8.3%
7,5220.0%0.00%0.0%
Q3 2022$151,000
+4.9%
7,522
-0.6%
0.00%0.0%
Q2 2022$144,000
-5.3%
7,569
+4.4%
0.00%
+50.0%
Q1 2022$152,000
+58.3%
7,249
+34.6%
0.00%
+100.0%
Q4 2021$96,000
+23.1%
5,385
+25.1%
0.00%0.0%
Q3 2021$78,000
-7.1%
4,304
+0.2%
0.00%0.0%
Q2 2021$84,000
-100.0%
4,295
-64.4%
0.00%
-50.0%
Q1 2021$200,174,000
+444731.1%
12,066
+270.0%
0.00%
+100.0%
Q4 2020$45,000
+28.6%
3,2610.0%0.00%0.0%
Q3 2020$35,000
-18.6%
3,2610.0%0.00%0.0%
Q2 2020$43,000
+330.0%
3,261
+187.1%
0.00%
Q1 2020$10,000
-83.3%
1,136
-58.7%
0.00%
-100.0%
Q4 2019$60,000
-9.1%
2,753
-4.0%
0.00%0.0%
Q3 2019$66,000
+247.4%
2,868
+269.1%
0.00%
+100.0%
Q2 2019$19,000
+850.0%
777
+753.8%
0.00%
Q3 2018$2,0000.0%910.0%0.00%
Q2 2018$2,0000.0%910.0%0.00%
Q1 2018$2,0000.0%910.0%0.00%
Q4 2017$2,0000.0%910.0%0.00%
Q3 2017$2,0000.0%910.0%0.00%
Q2 2017$2,0000.0%910.0%0.00%
Q1 2017$2,000910.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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