Clearstead Advisors, LLC - JPMORGAN CHASE & CO ownership

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
Clearstead Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
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%
4,4650.0%0.01%0.0%
Q3 2022$90,000
+143.2%
4,465
+128.4%
0.01%
+166.7%
Q2 2022$37,000
-9.8%
1,9550.0%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$2,0000.0%1020.0%0.00%
Q2 2021$2,0000.0%1020.0%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%
7,2800.0%0.03%0.0%
Q3 2017$205,000
-5.1%
7,2800.0%0.03%
-15.6%
Q2 2017$216,000
-8.1%
7,2800.0%0.03%
-5.9%
Q1 2017$235,000
-21.9%
7,280
-23.6%
0.03%
-30.6%
Q4 2016$301,0009,5300.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
BRIGHTON JONES LLC 6,639,884$110,156,0006.52%
Arlington Partners LLC 1,008,242$16,727,0006.12%
Advisory Services & Investments, LLC 217,236$3,604,0002.93%
Sageworth Trust Co 1,966,334$32,622,0002.71%
Rye Brook Capital LLC 216,800$3,597,0002.62%
FORTEM FINANCIAL GROUP, LLC 256,543$4,256,0002.46%
Parkside Financial Bank & Trust 328,278$5,446,0001.64%
Greytown Advisors Inc. 199,246$3,305,0001.64%
NOESIS CAPITAL MANGEMENT CORP 337,708$5,603,000,0001.26%
NICOLET BANKSHARES INC 271,951$4,512,0001.25%
View complete list of JPMORGAN CHASE & CO shareholders