Global Retirement Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 180 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$81,485
+4.8%
3,431
+1.1%
0.00%0.0%
Q2 2023$77,745
+5.5%
3,394
+1.2%
0.00%0.0%
Q1 2023$73,706
+2.2%
3,353
+1.1%
0.00%
-20.0%
Q4 2022$72,130
-47.4%
3,316
-44.8%
0.01%
-50.0%
Q3 2022$137,000
+90.3%
6,002
+59.0%
0.01%
+66.7%
Q2 2022$72,000
-12.2%
3,774
+1.1%
0.01%0.0%
Q1 2022$82,000
+70.8%
3,734
+41.1%
0.01%
+20.0%
Q3 2021$48,000
-7.7%
2,647
+1.0%
0.01%0.0%
Q2 2021$52,000
+20.9%
2,622
+0.9%
0.01%0.0%
Q1 2021$43,000
-18.9%
2,599
-31.4%
0.01%
-28.6%
Q4 2020$53,000
+29.3%
3,7890.0%0.01%
+16.7%
Q3 2020$41,000
-18.0%
3,7890.0%0.01%
-25.0%
Q2 2020$50,000
+47.1%
3,7890.0%0.01%
+33.3%
Q1 2020$34,000
-95.6%
3,789
-89.4%
0.01%
-95.0%
Q4 2019$779,000
+8.5%
35,721
+15.7%
0.12%
+0.8%
Q3 2019$718,000
-7.0%
30,865
+0.4%
0.12%
-20.3%
Q2 2019$772,000
+25.7%
30,757
+27.7%
0.15%0.0%
Q1 2019$614,000
+29.0%
24,077
+12.8%
0.15%
+21.3%
Q4 2018$476,000
+48.3%
21,345
+82.3%
0.12%
+67.1%
Q3 2018$321,000
+2.2%
11,707
-1.0%
0.07%
-7.6%
Q2 2018$314,000
+10.2%
11,828
-0.5%
0.08%0.0%
Q1 2018$285,000
-12.6%
11,893
+0.1%
0.08%
-12.2%
Q4 2017$326,000
+6.2%
11,878
+9.1%
0.09%
-29.1%
Q3 2017$307,000
+23.8%
10,891
+30.7%
0.13%
+8.5%
Q2 2017$248,000
+451.1%
8,335
+482.9%
0.12%
+368.0%
Q1 2017$45,000
+18.4%
1,4300.0%0.02%
-3.8%
Q4 2016$38,0001,4300.03%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
NameSharesValueWeighting ↓
FORTEM FINANCIAL GROUP, LLC 375,885$9,284,3605.44%
NICOLET BANKSHARES INC 333,920$8,247,8242.53%
Parkside Financial Bank & Trust 423,397$10,457,9002.42%
BRIGHTON JONES LLC 1,650,284$40,762,0162.07%
AlphaQ Advisors LLC 88,566$2,187,5801.90%
NOESIS CAPITAL MANGEMENT CORP 533,126$13,168,2161.73%
My Personal CFO, LLC 81,377$2,010,0191.62%
Arrow Investment Advisors, LLC 73,178$1,807,4971.44%
NICOLET ADVISORY SERVICES, LLC 547,156$12,994,9591.44%
Smallwood Wealth Investment Management, LLC 58,808$1,452,5531.32%
View complete list of JPMORGAN CHASE & CO shareholders