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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,452,553 | +10.0% | 58,808 | +2.0% | 1.32% | +12.3% |
| Q2 2023 | $1,320,574 | +2.6% | 57,642 | -0.7% | 1.18% | -3.4% |
| Q1 2023 | $1,287,696 | +1.6% | 58,030 | -0.4% | 1.22% | +13.7% |
| Q4 2022 | $1,267,068 | -4.8% | 58,256 | -12.2% | 1.07% | -10.4% |
| Q3 2022 | $1,331,000 | -3.9% | 66,347 | -9.2% | 1.20% | -14.8% |
| Q2 2022 | $1,385,000 | -10.4% | 73,061 | -1.1% | 1.40% | -3.9% |
| Q1 2022 | $1,545,000 | +15.7% | 73,890 | -1.4% | 1.46% | +17.5% |
| Q4 2021 | $1,335,000 | – | 74,969 | – | 1.24% | – |
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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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |