Kestra Advisory Services, LLC - JPMORGAN CHASE & CO ownership

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
Kestra Advisory Services, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,466,913
+37.5%
99,875
+27.5%
0.02%
+33.3%
Q2 2023$1,794,311
+14.4%
78,320
+10.8%
0.02%
+5.9%
Q1 2023$1,568,826
+17.9%
70,700
+15.6%
0.02%
+41.7%
Q4 2022$1,330,709
-99.9%
61,182
-66.5%
0.01%
-40.0%
Q3 2022$1,836,835,000
+150460.2%
182,902
+184.3%
0.02%
+53.8%
Q2 2022$1,220,000
-22.1%
64,344
-14.1%
0.01%
-18.8%
Q1 2022$1,566,000
+0.1%
74,914
-14.7%
0.02%0.0%
Q4 2021$1,564,000
-3.8%
87,814
-1.9%
0.02%0.0%
Q3 2021$1,626,000
-4.1%
89,480
+3.7%
0.02%
-15.8%
Q2 2021$1,695,000
+19.8%
86,263
+1.2%
0.02%
+5.6%
Q1 2021$1,415,000
-13.6%
85,263
-28.3%
0.02%
-5.3%
Q4 2020$1,637,000
-99.8%
118,965
+38.2%
0.02%
+11.8%
Q3 2020$928,000,00086,0960.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
NameSharesValueWeighting ↓
Arlington Partners LLC 911,842$9,830,0005.39%
BRIGHTON JONES LLC 5,829,814$62,845,0004.34%
FORTEM FINANCIAL GROUP, LLC 348,752$3,760,0002.72%
MPS Loria Financial Planners, LLC 386,964$4,171,0002.16%
Sageworth Trust Co 1,731,102$18,661,0002.01%
Greytown Advisors Inc. 209,866$2,262,0001.86%
Wilshire Advisors LLC 126,907$1,368,0001.39%
NOESIS CAPITAL MANGEMENT CORP 341,547$3,682,000,0001.04%
NICOLET BANKSHARES INC 257,896$2,780,0000.96%
EVERGREEN CAPITAL MANAGEMENT LLC 1,277,855$13,775,0000.95%
View complete list of JPMORGAN CHASE & CO shareholders