Congress Wealth Management LLC / DE / - JPMORGAN CHASE & CO ownership

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
Congress Wealth Management LLC / DE / ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,973,258
+23.0%
79,888
+14.1%
0.04%
+10.8%
Q2 2023$1,603,700
+3.2%
70,0000.0%0.04%0.0%
Q1 2023$1,553,300
-4.8%
70,000
-6.7%
0.04%
-11.9%
Q4 2022$1,631,250
-39.8%
75,000
-44.4%
0.04%
-42.5%
Q3 2022$2,708,000
-4.8%
135,000
-10.0%
0.07%0.0%
Q2 2022$2,844,000
-15.0%
150,000
-6.2%
0.07%0.0%
Q1 2022$3,346,000
-1.1%
160,000
-15.8%
0.07%
+9.0%
Q4 2021$3,384,000190,0000.07%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
NameSharesValueWeighting ↓
BRIGHTON JONES LLC 6,639,884$110,156,0006.52%
Arlington Partners LLC 1,008,242$16,727,0006.12%
Advisory Services & Investments, LLC 217,236$3,604,0002.93%
Sageworth Trust Co 1,966,334$32,622,0002.71%
Rye Brook Capital LLC 216,800$3,597,0002.62%
FORTEM FINANCIAL GROUP, LLC 256,543$4,256,0002.46%
Parkside Financial Bank & Trust 328,278$5,446,0001.64%
Greytown Advisors Inc. 199,246$3,305,0001.64%
NOESIS CAPITAL MANGEMENT CORP 337,708$5,603,000,0001.26%
NICOLET BANKSHARES INC 271,951$4,512,0001.25%
View complete list of JPMORGAN CHASE & CO shareholders