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 | $1,883,201 | +5.3% | 78,109 | +0.5% | 0.63% | +3.4% |
| Q2 2023 | $1,788,106 | -3.9% | 77,744 | -7.8% | 0.61% | -8.1% |
| Q1 2023 | $1,860,986 | -31.6% | 84,284 | -27.3% | 0.66% | -45.3% |
| Q4 2022 | $2,719,813 | +12.4% | 115,885 | -0.3% | 1.22% | -0.3% |
| Q3 2022 | $2,419,000 | +10.0% | 116,288 | +1.3% | 1.22% | +8.6% |
| Q2 2022 | $2,199,000 | -18.1% | 114,757 | -5.8% | 1.12% | -9.1% |
| Q1 2022 | $2,684,000 | +21.2% | 121,868 | +4.9% | 1.24% | +36.8% |
| Q4 2021 | $2,215,000 | +9.5% | 116,216 | +11.5% | 0.90% | +30.5% |
| Q3 2021 | $2,022,000 | +17.9% | 104,197 | +8.7% | 0.69% | +10.0% |
| Q2 2021 | $1,715,000 | -32.2% | 95,874 | -35.6% | 0.63% | -38.3% |
| Q1 2021 | $2,531,000 | +12.7% | 148,799 | +0.1% | 1.02% | +9.3% |
| Q4 2020 | $2,245,000 | +59.4% | 148,695 | +22.4% | 0.93% | +1.1% |
| Q3 2020 | $1,408,000 | +13.3% | 121,491 | +28.9% | 0.92% | +26.8% |
| Q2 2020 | $1,243,000 | – | 94,232 | – | 0.73% | – |
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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% |