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 | $46,091 | -15.0% | 1,866 | -21.1% | 0.00% | 0.0% |
| Q2 2023 | $54,206 | +3.2% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $52,502 | +2.0% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $51,460 | +9.5% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $47,000 | +4.4% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $45,000 | -8.2% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | +16.7% | 2,366 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $42,000 | -2.3% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $43,000 | -6.5% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $46,000 | +17.9% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $39,000 | +18.2% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | -84.0% | 2,366 | -68.5% | 0.00% | -88.9% |
| Q3 2018 | $206,000 | -89.2% | 7,510 | -89.1% | 0.02% | -90.2% |
| Q4 2017 | $1,900,000 | +573.8% | 69,150 | +591.5% | 0.18% | +513.3% |
| Q3 2017 | $282,000 | -44.2% | 10,000 | -41.2% | 0.03% | -47.4% |
| Q2 2017 | $505,000 | -24.6% | 17,000 | -18.1% | 0.06% | -24.0% |
| Q1 2017 | $670,000 | -33.8% | 20,750 | -35.2% | 0.08% | -37.5% |
| Q4 2016 | $1,012,000 | +8.9% | 32,000 | +8.5% | 0.12% | +1.7% |
| Q3 2016 | $929,000 | -64.5% | 29,500 | -64.1% | 0.12% | -65.8% |
| Q2 2016 | $2,616,000 | -32.3% | 82,251 | -42.4% | 0.34% | -36.5% |
| Q1 2016 | $3,865,000 | – | 142,676 | – | 0.54% | – |
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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% |