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

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
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 2021
NameSharesValueWeighting ↓
BRIGHTON JONES LLC 6,639,884$110,156,0006.52%
Arlington Partners LLC 1,008,242$16,727,0006.12%
Advisory Services & Investments, LLC 217,236$3,604,0002.93%
Sageworth Trust Co 1,966,334$32,622,0002.71%
Rye Brook Capital LLC 216,800$3,597,0002.62%
FORTEM FINANCIAL GROUP, LLC 256,543$4,256,0002.46%
Parkside Financial Bank & Trust 328,278$5,446,0001.64%
Greytown Advisors Inc. 199,246$3,305,0001.64%
NOESIS CAPITAL MANGEMENT CORP 337,708$5,603,000,0001.26%
NICOLET BANKSHARES INC 271,951$4,512,0001.25%
View complete list of JPMORGAN CHASE & CO shareholders