JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 179 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 0.11 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 ↓ |
|---|---|---|---|
| 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% |