JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 188 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,527,253 | +4.3% | 61,832 | -3.2% | 0.06% | +8.6% |
| Q2 2023 | $1,464,000 | +3.7% | 63,898 | +0.4% | 0.06% | +1.8% |
| Q1 2023 | $1,412,000 | +2.8% | 63,625 | +0.8% | 0.06% | +7.5% |
| Q4 2022 | $1,373,000 | -12.9% | 63,119 | -19.6% | 0.05% | -20.9% |
| Q3 2022 | $1,576,000 | -1.7% | 78,555 | -7.1% | 0.07% | +4.7% |
| Q2 2022 | $1,603,000 | -9.8% | 84,566 | -0.6% | 0.06% | +4.9% |
| Q1 2022 | $1,778,000 | +15.2% | 85,043 | -1.8% | 0.06% | +27.1% |
| Q4 2021 | $1,543,000 | -11.0% | 86,628 | -9.2% | 0.05% | -21.3% |
| Q3 2021 | $1,734,000 | +2.2% | 95,435 | +10.5% | 0.06% | +13.0% |
| Q2 2021 | $1,697,000 | +16.6% | 86,383 | -1.5% | 0.05% | +10.2% |
| Q1 2021 | $1,456,000 | +15.3% | 87,738 | -3.5% | 0.05% | +16.7% |
| Q4 2020 | $1,263,000 | +179.4% | 90,900 | +116.7% | 0.04% | +147.1% |
| Q3 2020 | $452,000 | -27.4% | 41,946 | -11.2% | 0.02% | -29.2% |
| Q2 2020 | $623,000 | +47.6% | 47,213 | +1.0% | 0.02% | +41.2% |
| Q1 2020 | $422,000 | -33.6% | 46,767 | +60.4% | 0.02% | -15.0% |
| Q4 2019 | $636,000 | -18.0% | 29,160 | -12.6% | 0.02% | -20.0% |
| Q3 2019 | $776,000 | -8.2% | 33,347 | -0.9% | 0.02% | -7.4% |
| Q2 2019 | $845,000 | -4.8% | 33,635 | -3.3% | 0.03% | -3.6% |
| Q1 2019 | $888,000 | -57.4% | 34,796 | -62.8% | 0.03% | -60.0% |
| Q4 2018 | $2,085,000 | +77.3% | 93,414 | +118.1% | 0.07% | +112.1% |
| Q3 2018 | $1,176,000 | +211.1% | 42,832 | +384.4% | 0.03% | +135.7% |
| Q2 2015 | $378,000 | 0.0% | 8,843 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $378,000 | -66.9% | 8,843 | -58.9% | 0.01% | -67.4% |
| Q3 2014 | $1,142,000 | +315.3% | 21,522 | +309.7% | 0.04% | +330.0% |
| Q2 2014 | $275,000 | – | 5,253 | – | 0.01% | – |
Download | ||||||
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% |