Rockefeller Capital Management L.P. - 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
Rockefeller Capital Management L.P. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$974,539
+56.4%
39,455
+45.1%
0.00%
+100.0%
Q2 2023$622,923
+105301.5%
27,190
+2.1%
0.00%
-33.3%
Q1 2023$591
-59.2%
26,640
-60.0%
0.00%
-57.1%
Q4 2022$1,449
-99.9%
66,6400.0%0.01%0.0%
Q3 2022$1,336,000
+4.4%
66,640
-1.3%
0.01%0.0%
Q2 2022$1,280,000
-9.3%
67,5150.0%0.01%0.0%
Q1 2022$1,411,000
+16.2%
67,515
-1.0%
0.01%
+16.7%
Q4 2021$1,214,000
-1.9%
68,1930.0%0.01%
-14.3%
Q3 2021$1,238,000
-7.7%
68,193
-0.2%
0.01%
-12.5%
Q2 2021$1,342,000
+18.4%
68,3130.0%0.01%0.0%
Q1 2021$1,133,000
+16.0%
68,313
-3.0%
0.01%
+14.3%
Q4 2020$977,000
+28.6%
70,438
-0.2%
0.01%0.0%
Q3 2020$760,000
+660.0%
70,613
+838.6%
0.01%
+600.0%
Q2 2020$100,000
+47.1%
7,5230.0%0.00%0.0%
Q1 2020$68,000
-58.8%
7,523
-0.7%
0.00%
-50.0%
Q4 2019$165,000
-6.2%
7,5780.0%0.00%0.0%
Q3 2019$176,000
-5.4%
7,578
+2.4%
0.00%
-33.3%
Q2 2019$186,000
-1.6%
7,4030.0%0.00%0.0%
Q1 2019$189,000
+14.5%
7,4030.0%0.00%0.0%
Q4 2018$165,000
-18.7%
7,4030.0%0.00%0.0%
Q3 2018$203,000
+3.0%
7,4030.0%0.00%0.0%
Q2 2018$197,000
+10.7%
7,4030.0%0.00%0.0%
Q1 2018$178,0007,4030.00%
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