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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,797 | +7.8% | 10,842 | 0.0% | 0.25% | +14.9% |
| Q2 2023 | $248,390 | -25.2% | 10,842 | -27.6% | 0.22% | -22.4% |
| Q1 2023 | $332,184 | +2.0% | 14,970 | -0.1% | 0.28% | +3.7% |
| Q4 2022 | $325,815 | -3.3% | 14,980 | -11.0% | 0.27% | +11.7% |
| Q3 2022 | $337,000 | +3.4% | 16,830 | -2.3% | 0.24% | -30.7% |
| Q2 2022 | $326,000 | -11.7% | 17,230 | -2.5% | 0.34% | +71.6% |
| Q1 2022 | $369,000 | +12.8% | 17,680 | -3.9% | 0.20% | +16.2% |
| Q4 2021 | $327,000 | -2.4% | 18,395 | -0.5% | 0.17% | -7.5% |
| Q3 2021 | $335,000 | -7.7% | 18,492 | 0.0% | 0.19% | -6.5% |
| Q2 2021 | $363,000 | +16.7% | 18,492 | -1.6% | 0.20% | +9.9% |
| Q1 2021 | $311,000 | +10.3% | 18,797 | -7.6% | 0.18% | +3.4% |
| Q4 2020 | $282,000 | +23.7% | 20,342 | -4.1% | 0.18% | +8.0% |
| Q3 2020 | $228,000 | -25.5% | 21,217 | -8.5% | 0.16% | -34.8% |
| Q2 2020 | $306,000 | +45.0% | 23,192 | -1.1% | 0.25% | +12.6% |
| Q1 2020 | $211,000 | -72.4% | 23,455 | -33.1% | 0.22% | -65.2% |
| Q4 2019 | $764,000 | – | 35,048 | – | 0.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 911,842 | $9,830,000 | 5.39% |
| BRIGHTON JONES LLC | 5,829,814 | $62,845,000 | 4.34% |
| FORTEM FINANCIAL GROUP, LLC | 348,752 | $3,760,000 | 2.72% |
| MPS Loria Financial Planners, LLC | 386,964 | $4,171,000 | 2.16% |
| Sageworth Trust Co | 1,731,102 | $18,661,000 | 2.01% |
| Greytown Advisors Inc. | 209,866 | $2,262,000 | 1.86% |
| Wilshire Advisors LLC | 126,907 | $1,368,000 | 1.39% |
| NOESIS CAPITAL MANGEMENT CORP | 341,547 | $3,682,000,000 | 1.04% |
| NICOLET BANKSHARES INC | 257,896 | $2,780,000 | 0.96% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,277,855 | $13,775,000 | 0.95% |