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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 66,640 | 0.0% | 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% | 67,515 | 0.0% | 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% | 68,193 | 0.0% | 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% | 68,313 | 0.0% | 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% | 7,523 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $68,000 | -58.8% | 7,523 | -0.7% | 0.00% | -50.0% |
| Q4 2019 | $165,000 | -6.2% | 7,578 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $176,000 | -5.4% | 7,578 | +2.4% | 0.00% | -33.3% |
| Q2 2019 | $186,000 | -1.6% | 7,403 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $189,000 | +14.5% | 7,403 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $165,000 | -18.7% | 7,403 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $203,000 | +3.0% | 7,403 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $197,000 | +10.7% | 7,403 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $178,000 | – | 7,403 | – | 0.00% | – |
Download | ||||||
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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |