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 | $155,262 | +124.1% | 6,285 | +107.8% | 0.01% | +25.0% |
| Q2 2023 | $69,280 | -61.1% | 3,024 | -62.3% | 0.00% | -69.2% |
| Q1 2023 | $178,053 | +83.3% | 8,024 | +79.7% | 0.01% | +62.5% |
| Q4 2022 | $97,114 | +7.9% | 4,465 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $90,000 | +143.2% | 4,465 | +128.4% | 0.01% | +166.7% |
| Q2 2022 | $37,000 | -9.8% | 1,955 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $41,000 | +105.0% | 1,955 | +76.6% | 0.00% | +200.0% |
| Q4 2021 | $20,000 | +900.0% | 1,107 | +985.3% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | +100.0% | 102 | -8.9% | 0.00% | – |
| Q3 2020 | $1,000 | -94.4% | 112 | -94.4% | 0.00% | -100.0% |
| Q1 2020 | $18,000 | -95.2% | 2,000 | -85.8% | 0.00% | -94.3% |
| Q2 2018 | $374,000 | +87.0% | 14,054 | +93.0% | 0.05% | +96.3% |
| Q4 2017 | $200,000 | -2.4% | 7,280 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $205,000 | -5.1% | 7,280 | 0.0% | 0.03% | -15.6% |
| Q2 2017 | $216,000 | -8.1% | 7,280 | 0.0% | 0.03% | -5.9% |
| Q1 2017 | $235,000 | -21.9% | 7,280 | -23.6% | 0.03% | -30.6% |
| Q4 2016 | $301,000 | – | 9,530 | – | 0.05% | – |
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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% |