JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 193 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,366,745 | +16.3% | 95,820 | +8.1% | 0.00% | 0.0% |
| Q2 2023 | $2,034,727 | +3.4% | 88,673 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,967,136 | +3.6% | 88,650 | +1.6% | 0.00% | 0.0% |
| Q4 2022 | $1,898,000 | +25.1% | 87,258 | +15.4% | 0.00% | 0.0% |
| Q3 2022 | $1,517,000 | +234.9% | 75,628 | +216.9% | 0.00% | – |
| Q2 2022 | $453,000 | +35.2% | 23,867 | +48.8% | 0.00% | – |
| Q1 2022 | $335,000 | -14.8% | 16,037 | -27.4% | 0.00% | – |
| Q4 2021 | $393,000 | -12.3% | 22,092 | -10.3% | 0.00% | – |
| Q3 2021 | $448,000 | -35.4% | 24,632 | -30.2% | 0.00% | – |
| Q2 2021 | $694,000 | -67.3% | 35,305 | -72.3% | 0.00% | -100.0% |
| Q1 2021 | $2,124,000 | +645.3% | 127,312 | +520.7% | 0.00% | – |
| Q4 2020 | $285,000 | +17.3% | 20,510 | -9.2% | 0.00% | – |
| Q3 2020 | $243,000 | -49.6% | 22,584 | -38.2% | 0.00% | – |
| Q2 2020 | $482,000 | +15.9% | 36,516 | -20.6% | 0.00% | – |
| Q1 2020 | $416,000 | -97.4% | 45,981 | -93.8% | 0.00% | -100.0% |
| Q4 2019 | $16,158,000 | -9.7% | 740,494 | -3.7% | 0.01% | -12.5% |
| Q3 2019 | $17,898,000 | -15.2% | 769,023 | -8.5% | 0.01% | -11.1% |
| Q2 2019 | $21,095,000 | -2.9% | 840,141 | -1.3% | 0.01% | -10.0% |
| Q1 2019 | $21,717,000 | +29.5% | 851,593 | +13.5% | 0.01% | +25.0% |
| Q4 2018 | $16,764,000 | -31.4% | 750,315 | -15.7% | 0.01% | -11.1% |
| Q3 2018 | $24,436,000 | +7.3% | 889,883 | +3.7% | 0.01% | -10.0% |
| Q2 2018 | $22,765,000 | -14.1% | 858,306 | -22.8% | 0.01% | -16.7% |
| Q1 2018 | $26,493,000 | -23.5% | 1,111,866 | -12.6% | 0.01% | -25.0% |
| Q4 2017 | $34,648,000 | +86.2% | 1,272,423 | +93.0% | 0.02% | +77.8% |
| Q3 2017 | $18,605,000 | +1.2% | 659,327 | +6.6% | 0.01% | 0.0% |
| Q2 2017 | $18,379,000 | +13.8% | 618,689 | +23.6% | 0.01% | +12.5% |
| Q1 2017 | $16,157,000 | +4.2% | 500,606 | +2.0% | 0.01% | 0.0% |
| Q4 2016 | $15,508,000 | +13.2% | 490,584 | +12.7% | 0.01% | 0.0% |
| Q3 2016 | $13,695,000 | +125.3% | 435,264 | +127.8% | 0.01% | +100.0% |
| Q2 2016 | $6,078,000 | +116.0% | 191,094 | +83.3% | 0.00% | +100.0% |
| Q1 2016 | $2,814,000 | -32.9% | 104,235 | -28.0% | 0.00% | 0.0% |
| Q4 2015 | $4,192,000 | -28.9% | 144,688 | -26.0% | 0.00% | -50.0% |
| Q3 2015 | $5,893,000 | -37.6% | 195,409 | -18.1% | 0.00% | -20.0% |
| Q2 2015 | $9,446,000 | -6.4% | 238,479 | -1.2% | 0.01% | -16.7% |
| Q1 2015 | $10,089,000 | +46.3% | 241,382 | +57.0% | 0.01% | +50.0% |
| Q4 2014 | $6,894,000 | +8.5% | 153,762 | +27.6% | 0.00% | 0.0% |
| Q3 2014 | $6,354,000 | +24.7% | 120,473 | +19.8% | 0.00% | +33.3% |
| Q2 2014 | $5,095,000 | +13.7% | 100,523 | +7.0% | 0.00% | 0.0% |
| Q1 2014 | $4,483,000 | -4.6% | 93,949 | -7.1% | 0.00% | 0.0% |
| Q4 2013 | $4,699,000 | +25.2% | 101,168 | +19.8% | 0.00% | +50.0% |
| Q3 2013 | $3,754,000 | -8.5% | 84,472 | -4.0% | 0.00% | -33.3% |
| Q2 2013 | $4,104,000 | – | 87,997 | – | 0.00% | – |
Download | ||||||
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% |