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 2021 | $581,000 | -7.6% | 32,000 | 0.0% | 0.31% | -9.2% |
| Q2 2021 | $629,000 | +18.5% | 32,000 | 0.0% | 0.34% | +8.7% |
| Q1 2021 | $531,000 | +19.6% | 32,000 | 0.0% | 0.31% | +6.1% |
| Q4 2020 | $444,000 | +28.7% | 32,000 | 0.0% | 0.29% | +13.6% |
| Q3 2020 | $345,000 | -18.2% | 32,000 | 0.0% | 0.26% | -25.6% |
| Q2 2020 | $422,000 | +46.0% | 32,000 | 0.0% | 0.35% | +18.8% |
| Q1 2020 | $289,000 | -58.8% | 32,000 | -0.5% | 0.29% | -48.9% |
| Q4 2019 | $702,000 | – | 32,170 | – | 0.57% | – |
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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% |