Curi Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 188 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
Curi Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2022$4,000
-71.4%
210
-70.0%
0.00%
-50.0%
Q1 2022$14,000
-91.7%
701
-92.6%
0.00%
-93.1%
Q4 2021$169,000
-93.6%
9,534
-92.9%
0.03%
-97.8%
Q2 2021$2,654,000
+38.6%
135,107
+17.0%
1.33%
+9.6%
Q1 2021$1,915,000
+43.6%
115,446
+20.1%
1.21%
+25.8%
Q4 2020$1,334,00096,0880.96%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
FORTEM FINANCIAL GROUP, LLC 375,885$9,284,3605.44%
NICOLET BANKSHARES INC 333,920$8,247,8242.53%
Parkside Financial Bank & Trust 423,397$10,457,9002.42%
BRIGHTON JONES LLC 1,650,284$40,762,0162.07%
AlphaQ Advisors LLC 88,566$2,187,5801.90%
NOESIS CAPITAL MANGEMENT CORP 533,126$13,168,2161.73%
My Personal CFO, LLC 81,377$2,010,0191.62%
Arrow Investment Advisors, LLC 73,178$1,807,4971.44%
NICOLET ADVISORY SERVICES, LLC 547,156$12,994,9591.44%
Smallwood Wealth Investment Management, LLC 58,808$1,452,5531.32%
View complete list of JPMORGAN CHASE & CO shareholders