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 | $647 | +1.3% | 26,200 | -6.1% | 0.07% | +6.2% |
| Q2 2023 | $639 | -27.7% | 27,900 | -31.4% | 0.06% | -44.3% |
| Q4 2022 | $884 | -99.9% | 40,650 | -2.4% | 0.12% | +10.6% |
| Q3 2022 | $835,000 | +4.9% | 41,650 | -0.8% | 0.10% | +9.5% |
| Q2 2022 | $796,000 | -9.3% | 42,000 | 0.0% | 0.10% | +11.8% |
| Q1 2022 | $878,000 | +14.5% | 42,000 | -2.4% | 0.08% | +16.4% |
| Q4 2021 | $767,000 | -5.4% | 43,050 | -3.6% | 0.07% | -33.6% |
| Q3 2021 | $811,000 | -31.7% | 44,650 | -26.1% | 0.11% | -9.8% |
| Q2 2021 | $1,188,000 | +6.0% | 60,450 | -10.6% | 0.12% | +5.2% |
| Q1 2021 | $1,121,000 | +90.6% | 67,600 | +59.6% | 0.12% | -30.5% |
| Q4 2020 | $588,000 | +34.6% | 42,350 | +4.6% | 0.17% | +178.3% |
| Q3 2020 | $437,000 | -18.3% | 40,500 | 0.0% | 0.06% | -20.0% |
| Q2 2020 | $535,000 | -4.8% | 40,500 | -34.9% | 0.08% | -18.5% |
| Q1 2020 | $562,000 | -47.0% | 62,250 | +28.1% | 0.09% | -37.8% |
| Q4 2019 | $1,060,000 | +63.8% | 48,600 | +74.8% | 0.15% | +52.6% |
| Q3 2019 | $647,000 | -8.5% | 27,800 | -1.2% | 0.10% | -9.3% |
| Q2 2019 | $707,000 | +11.7% | 28,150 | +13.5% | 0.11% | +3.9% |
| Q1 2019 | $633,000 | +17.2% | 24,800 | +2.5% | 0.10% | +2.0% |
| Q4 2018 | $540,000 | -34.9% | 24,200 | -19.9% | 0.10% | -25.2% |
| Q3 2018 | $829,000 | +7.5% | 30,200 | +4.1% | 0.14% | +0.7% |
| Q2 2018 | $771,000 | – | 29,000 | – | 0.13% | – |
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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% |