JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 192 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $693,872 | +13.5% | 28,092 | +5.3% | 0.30% | +12.9% |
| Q2 2023 | $611,239 | +3.1% | 26,680 | -0.2% | 0.26% | -7.1% |
| Q1 2023 | $593,028 | +2.0% | 26,725 | 0.0% | 0.28% | -4.4% |
| Q4 2022 | $581,269 | +8.4% | 26,725 | 0.0% | 0.30% | -0.7% |
| Q3 2022 | $536,000 | +5.1% | 26,725 | -0.7% | 0.30% | +12.9% |
| Q2 2022 | $510,000 | -13.0% | 26,923 | -3.9% | 0.26% | -3.6% |
| Q1 2022 | $586,000 | +17.7% | 28,002 | 0.0% | 0.27% | +19.1% |
| Q4 2021 | $498,000 | -2.7% | 28,002 | -0.7% | 0.23% | -11.5% |
| Q3 2021 | $512,000 | -7.6% | 28,201 | 0.0% | 0.26% | -16.4% |
| Q2 2021 | $554,000 | +20.7% | 28,201 | +1.9% | 0.31% | +9.1% |
| Q1 2021 | $459,000 | +19.5% | 27,669 | 0.0% | 0.28% | +5.2% |
| Q4 2020 | $384,000 | +28.9% | 27,669 | 0.0% | 0.27% | +7.1% |
| Q3 2020 | $298,000 | -18.4% | 27,669 | 0.0% | 0.25% | -26.5% |
| Q2 2020 | $365,000 | +44.8% | 27,669 | -0.9% | 0.34% | +18.6% |
| Q1 2020 | $252,000 | – | 27,909 | – | 0.29% | – |
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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% |