JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 179 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410,316 | +219.1% | 16,612 | +196.0% | 0.00% | +100.0% |
| Q2 2023 | $128,571 | -41.2% | 5,612 | -43.0% | 0.00% | 0.0% |
| Q1 2023 | $218,594 | +2.0% | 9,851 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $214,259 | +8.2% | 9,851 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $198,000 | +5.9% | 9,851 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $187,000 | +27.2% | 9,851 | +40.2% | 0.00% | 0.0% |
| Q1 2022 | $147,000 | +17.6% | 7,027 | 0.0% | 0.00% | – |
| Q4 2021 | $125,000 | -2.3% | 7,027 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $128,000 | -7.2% | 7,027 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $138,000 | +17.9% | 7,027 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $117,000 | -8.6% | 7,027 | -23.8% | 0.00% | 0.0% |
| Q4 2020 | $128,000 | +17.4% | 9,227 | -8.7% | 0.00% | 0.0% |
| Q3 2020 | $109,000 | -10.7% | 10,103 | +9.5% | 0.00% | 0.0% |
| Q2 2020 | $122,000 | +40.2% | 9,227 | -4.2% | 0.00% | 0.0% |
| Q1 2020 | $87,000 | -56.7% | 9,632 | +4.4% | 0.00% | 0.0% |
| Q4 2019 | $201,000 | -43.4% | 9,227 | -39.5% | 0.00% | -50.0% |
| Q3 2019 | $355,000 | -12.3% | 15,259 | -5.4% | 0.00% | 0.0% |
| Q2 2019 | $405,000 | -7.3% | 16,123 | -5.8% | 0.00% | -33.3% |
| Q1 2019 | $437,000 | +6.8% | 17,123 | -6.5% | 0.00% | 0.0% |
| Q4 2018 | $409,000 | -20.0% | 18,316 | -1.5% | 0.00% | 0.0% |
| Q3 2018 | $511,000 | -2.3% | 18,591 | -5.5% | 0.00% | -25.0% |
| Q2 2018 | $523,000 | +5.4% | 19,663 | -4.8% | 0.00% | +33.3% |
| Q1 2018 | $496,000 | -21.5% | 20,661 | -10.2% | 0.00% | -25.0% |
| Q4 2017 | $632,000 | -19.3% | 23,011 | -17.0% | 0.00% | -33.3% |
| Q3 2017 | $783,000 | -23.2% | 27,739 | -19.1% | 0.01% | -25.0% |
| Q2 2017 | $1,019,000 | +4.2% | 34,307 | +13.3% | 0.01% | +14.3% |
| Q1 2017 | $978,000 | -15.3% | 30,275 | -17.1% | 0.01% | -22.2% |
| Q4 2016 | $1,155,000 | -16.5% | 36,531 | -16.8% | 0.01% | -18.2% |
| Q3 2016 | $1,383,000 | -26.7% | 43,889 | -26.0% | 0.01% | -31.2% |
| Q2 2016 | $1,887,000 | +6.2% | 59,324 | -9.5% | 0.02% | +6.7% |
| Q1 2016 | $1,776,000 | -20.6% | 65,545 | -15.1% | 0.02% | -25.0% |
| Q4 2015 | $2,237,000 | -46.3% | 77,225 | -43.6% | 0.02% | -48.7% |
| Q3 2015 | $4,163,000 | -43.3% | 136,973 | -26.2% | 0.04% | -39.1% |
| Q2 2015 | $7,345,000 | -13.2% | 185,478 | -6.2% | 0.06% | -12.3% |
| Q1 2015 | $8,464,000 | -12.5% | 197,750 | -6.0% | 0.07% | -12.0% |
| Q4 2014 | $9,672,000 | -17.8% | 210,480 | -5.1% | 0.08% | -22.4% |
| Q3 2014 | $11,770,000 | -23.7% | 221,749 | -24.7% | 0.11% | -23.6% |
| Q2 2014 | $15,432,000 | +0.8% | 294,607 | -10.4% | 0.14% | -2.8% |
| Q1 2014 | $15,310,000 | -31.5% | 328,959 | -31.8% | 0.14% | -33.3% |
| Q4 2013 | $22,361,000 | -3.8% | 482,437 | -7.4% | 0.22% | -10.0% |
| Q3 2013 | $23,246,000 | -45.9% | 521,206 | -43.5% | 0.24% | -47.7% |
| Q2 2013 | $42,993,000 | – | 921,804 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 911,842 | $9,830,000 | 5.39% |
| BRIGHTON JONES LLC | 5,829,814 | $62,845,000 | 4.34% |
| FORTEM FINANCIAL GROUP, LLC | 348,752 | $3,760,000 | 2.72% |
| MPS Loria Financial Planners, LLC | 386,964 | $4,171,000 | 2.16% |
| Sageworth Trust Co | 1,731,102 | $18,661,000 | 2.01% |
| Greytown Advisors Inc. | 209,866 | $2,262,000 | 1.86% |
| Wilshire Advisors LLC | 126,907 | $1,368,000 | 1.39% |
| NOESIS CAPITAL MANGEMENT CORP | 341,547 | $3,682,000,000 | 1.04% |
| NICOLET BANKSHARES INC | 257,896 | $2,780,000 | 0.96% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,277,855 | $13,775,000 | 0.95% |