JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 184 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $582,505 | -2.4% | 23,583 | -9.4% | 0.04% | +11.8% |
| Q2 2023 | $596,626 | +3.2% | 26,042 | 0.0% | 0.03% | -5.6% |
| Q1 2023 | $577,876 | +2.0% | 26,042 | 0.0% | 0.04% | -10.0% |
| Q4 2022 | $566,417 | -87.9% | 26,042 | -88.9% | 0.04% | -89.6% |
| Q3 2022 | $4,690,000 | +580.7% | 233,797 | +2683.3% | 0.39% | +543.3% |
| Q2 2022 | $689,000 | -86.0% | 8,400 | -96.4% | 0.06% | -82.1% |
| Q1 2022 | $4,909,000 | +942.3% | 234,767 | +787.5% | 0.34% | +918.2% |
| Q4 2021 | $471,000 | -5.6% | 26,452 | -3.7% | 0.03% | -17.5% |
| Q3 2021 | $499,000 | -7.6% | 27,462 | 0.0% | 0.04% | -7.0% |
| Q2 2021 | $540,000 | +18.4% | 27,462 | 0.0% | 0.04% | +13.2% |
| Q1 2021 | $456,000 | +19.7% | 27,462 | 0.0% | 0.04% | +18.8% |
| Q4 2020 | $381,000 | +22.9% | 27,462 | -4.4% | 0.03% | +3.2% |
| Q3 2020 | $310,000 | -18.2% | 28,737 | 0.0% | 0.03% | -22.5% |
| Q2 2020 | $379,000 | +37.8% | 28,737 | -5.5% | 0.04% | +21.2% |
| Q1 2020 | $275,000 | -89.6% | 30,422 | -74.8% | 0.03% | -87.1% |
| Q4 2019 | $2,634,000 | -49.0% | 120,749 | -45.6% | 0.26% | -51.0% |
| Q3 2019 | $5,165,000 | -19.0% | 221,970 | -12.6% | 0.52% | -14.8% |
| Q2 2019 | $6,378,000 | -0.5% | 253,990 | +1.1% | 0.61% | -2.9% |
| Q1 2019 | $6,410,000 | -2.8% | 251,269 | -15.0% | 0.63% | -11.9% |
| Q4 2018 | $6,594,000 | – | 295,449 | – | 0.72% | – |
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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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |