JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 179 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,471 | +1.9% | 21,679 | -5.5% | 0.02% | +5.6% |
| Q2 2023 | $525,487 | -11.3% | 22,937 | -14.1% | 0.02% | -18.2% |
| Q1 2023 | $592,606 | -10.8% | 26,706 | -12.6% | 0.02% | -8.3% |
| Q4 2022 | $664,223 | +8.4% | 30,539 | 0.0% | 0.02% | -4.0% |
| Q3 2022 | $613,000 | +24.1% | 30,539 | +17.3% | 0.02% | +38.9% |
| Q2 2022 | $494,000 | +66.9% | 26,039 | +84.2% | 0.02% | +80.0% |
| Q1 2022 | $296,000 | +17.5% | 14,139 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $252,000 | +55.6% | 14,139 | +58.2% | 0.01% | +33.3% |
| Q3 2021 | $162,000 | +406.2% | 8,939 | +445.4% | 0.01% | +500.0% |
| Q2 2021 | $32,000 | +18.5% | 1,639 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $27,000 | -72.2% | 1,639 | -76.6% | 0.00% | -85.7% |
| Q4 2020 | $97,000 | +29.3% | 7,000 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $75,000 | -16.7% | 7,000 | +2.4% | 0.01% | -33.3% |
| Q2 2020 | $90,000 | -99.9% | 6,839 | -39.9% | 0.01% | -40.0% |
| Q1 2020 | $102,698,000 | -86.4% | 11,373 | -64.9% | 0.02% | -83.9% |
| Q3 2019 | $753,575,000 | – | 32,384 | – | 0.09% | – |
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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% |