JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 322 filers reported holding JPMORGAN CHASE & CO in Q1 2015. The put-call ratio across all filers is 3.74 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,198,019 | -17.6% | 48,503 | -23.6% | 0.00% | – |
Q2 2023 | $1,453,742 | -5.9% | 63,455 | -8.9% | 0.00% | – |
Q1 2023 | $1,545,504 | -2.9% | 69,648 | -4.9% | 0.00% | – |
Q4 2022 | $1,592,209 | +4.3% | 73,205 | -3.9% | 0.00% | – |
Q3 2022 | $1,527,000 | +0.1% | 76,150 | -5.4% | 0.00% | – |
Q2 2022 | $1,526,000 | -12.4% | 80,483 | -3.4% | 0.00% | – |
Q1 2022 | $1,742,000 | -3.4% | 83,331 | -17.7% | 0.00% | – |
Q4 2021 | $1,803,000 | +5.4% | 101,267 | +7.5% | 0.00% | – |
Q3 2021 | $1,711,000 | -11.3% | 94,214 | -4.0% | 0.00% | – |
Q2 2021 | $1,928,000 | +17.8% | 98,131 | -0.6% | 0.00% | – |
Q1 2021 | $1,637,000 | +2.6% | 98,700 | -14.1% | 0.00% | – |
Q4 2020 | $1,596,000 | +4.4% | 114,925 | -19.0% | 0.00% | – |
Q3 2020 | $1,529,000 | -26.9% | 141,828 | -10.6% | 0.00% | -100.0% |
Q2 2020 | $2,093,000 | +25.2% | 158,568 | -14.3% | 0.00% | 0.0% |
Q1 2020 | $1,672,000 | -68.1% | 185,007 | -22.9% | 0.00% | 0.0% |
Q4 2019 | $5,236,000 | -39.2% | 240,043 | -35.1% | 0.00% | -50.0% |
Q3 2019 | $8,609,000 | -12.1% | 369,965 | -5.2% | 0.00% | -33.3% |
Q2 2019 | $9,795,000 | -8.4% | 390,070 | -7.0% | 0.00% | 0.0% |
Q1 2019 | $10,696,000 | +24.5% | 419,285 | +8.9% | 0.00% | 0.0% |
Q4 2018 | $8,594,000 | -33.4% | 385,027 | -18.0% | 0.00% | -25.0% |
Q3 2018 | $12,898,000 | -12.4% | 469,693 | -15.8% | 0.00% | 0.0% |
Q2 2018 | $14,717,000 | -2.1% | 557,879 | -49.4% | 0.00% | 0.0% |
Q1 2018 | $15,026,000 | -19.3% | 1,102,385 | +53.1% | 0.00% | -20.0% |
Q4 2017 | $18,621,000 | -30.1% | 719,911 | -27.3% | 0.01% | -37.5% |
Q3 2017 | $26,643,000 | -13.6% | 990,381 | -4.6% | 0.01% | -20.0% |
Q2 2017 | $30,826,000 | -16.9% | 1,037,908 | -9.6% | 0.01% | -16.7% |
Q1 2017 | $37,090,000 | -6.2% | 1,148,308 | -8.2% | 0.01% | -14.3% |
Q4 2016 | $39,555,000 | -31.3% | 1,251,353 | -31.5% | 0.01% | -33.3% |
Q3 2016 | $57,554,000 | -6.2% | 1,827,088 | -5.3% | 0.02% | -12.5% |
Q2 2016 | $61,369,000 | -11.7% | 1,929,254 | -24.8% | 0.02% | -14.3% |
Q1 2016 | $69,536,000 | -13.7% | 2,566,895 | -7.7% | 0.03% | -12.5% |
Q4 2015 | $80,550,000 | -44.1% | 2,780,440 | -41.4% | 0.03% | -46.7% |
Q3 2015 | $144,123,000 | -47.8% | 4,742,452 | -32.0% | 0.06% | -43.4% |
Q2 2015 | $276,098,000 | -59.2% | 6,972,182 | -55.9% | 0.11% | -19.7% |
Q1 2015 | $677,310,000 | +73.5% | 15,825,026 | +86.3% | 0.13% | -13.7% |
Q4 2014 | $390,273,000 | -16.2% | 8,493,417 | -3.2% | 0.15% | -21.5% |
Q3 2014 | $465,796,000 | -3.4% | 8,775,347 | -4.7% | 0.20% | -2.0% |
Q2 2014 | $482,158,000 | +23.9% | 9,205,010 | +10.1% | 0.20% | +20.6% |
Q1 2014 | $389,274,000 | -2.9% | 8,364,299 | -3.3% | 0.16% | -5.2% |
Q4 2013 | $401,091,000 | -2.2% | 8,653,510 | -5.9% | 0.17% | -10.8% |
Q3 2013 | $410,138,000 | -12.8% | 9,195,926 | -8.8% | 0.20% | -19.8% |
Q2 2013 | $470,263,000 | – | 10,082,835 | – | 0.24% | – |
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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% |
Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |