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 | $4,233,827 | -5.3% | 171,410 | -12.1% | 0.26% | -4.5% |
| Q2 2023 | $4,469,489 | -0.3% | 195,089 | -3.4% | 0.27% | -5.3% |
| Q1 2023 | $4,483,556 | +97879.8% | 202,053 | -3.9% | 0.28% | -3.1% |
| Q4 2022 | $4,576 | -99.9% | 210,361 | -4.9% | 0.29% | -7.9% |
| Q3 2022 | $4,436,000 | +1.8% | 221,151 | -3.8% | 0.32% | +5.0% |
| Q2 2022 | $4,357,000 | -13.2% | 229,793 | -4.3% | 0.30% | -5.9% |
| Q1 2022 | $5,022,000 | +14.1% | 240,168 | -2.8% | 0.32% | +14.3% |
| Q4 2021 | $4,400,000 | -7.0% | 247,033 | -5.1% | 0.28% | -15.2% |
| Q3 2021 | $4,729,000 | -18.0% | 260,268 | -11.3% | 0.33% | -17.3% |
| Q2 2021 | $5,768,000 | -0.6% | 293,542 | -16.0% | 0.40% | -4.5% |
| Q1 2021 | $5,801,000 | +45.7% | 349,642 | +22.0% | 0.42% | +35.3% |
| Q4 2020 | $3,981,000 | +27.6% | 286,635 | -1.0% | 0.31% | +15.3% |
| Q3 2020 | $3,121,000 | -29.6% | 289,516 | -13.8% | 0.27% | -32.8% |
| Q2 2020 | $4,435,000 | +47.8% | 335,973 | +1.1% | 0.40% | +30.8% |
| Q1 2020 | $3,000,000 | -75.2% | 332,245 | -40.1% | 0.30% | -69.4% |
| Q4 2019 | $12,095,000 | +3049.7% | 554,573 | +3213.3% | 1.00% | +2745.7% |
| Q3 2019 | $384,000 | -8.4% | 16,738 | +0.3% | 0.04% | -16.7% |
| Q2 2019 | $419,000 | -9.5% | 16,682 | -8.2% | 0.04% | -14.3% |
| Q1 2019 | $463,000 | -91.6% | 18,167 | -92.7% | 0.05% | -92.8% |
| Q4 2018 | $5,526,000 | +658.0% | 247,585 | +833.1% | 0.68% | +661.8% |
| Q3 2018 | $729,000 | -45.7% | 26,535 | -47.5% | 0.09% | -48.6% |
| Q2 2018 | $1,343,000 | +11.9% | 50,545 | +1.0% | 0.17% | +8.8% |
| Q1 2018 | $1,200,000 | +0.3% | 50,020 | +14.8% | 0.16% | +3.2% |
| Q4 2017 | $1,197,000 | +2.3% | 43,573 | +5.1% | 0.15% | -12.0% |
| Q3 2017 | $1,170,000 | +3.0% | 41,455 | +8.3% | 0.18% | -1.7% |
| Q2 2017 | $1,136,000 | +19.7% | 38,264 | +30.3% | 0.18% | +18.7% |
| Q1 2017 | $949,000 | +25.7% | 29,367 | +22.9% | 0.15% | +24.0% |
| Q4 2016 | $755,000 | +20.0% | 23,893 | +19.7% | 0.12% | +11.0% |
| Q3 2016 | $629,000 | -52.0% | 19,955 | -55.0% | 0.11% | -5.2% |
| Q2 2016 | $1,311,000 | +128.4% | 44,358 | +109.5% | 0.12% | +11.7% |
| Q1 2016 | $574,000 | -93.5% | 21,178 | -93.1% | 0.10% | -93.4% |
| Q4 2015 | $8,856,000 | +769.9% | 305,709 | +812.9% | 1.56% | +680.0% |
| Q3 2015 | $1,018,000 | +110.8% | 33,489 | +174.5% | 0.20% | +108.3% |
| Q2 2015 | $483,000 | -5.1% | 12,199 | +2.7% | 0.10% | -11.1% |
| Q1 2015 | $509,000 | -37.2% | 11,883 | -32.6% | 0.11% | -35.3% |
| Q4 2014 | $810,000 | +39.7% | 17,636 | +61.4% | 0.17% | +30.5% |
| Q3 2014 | $580,000 | +4.7% | 10,927 | +3.3% | 0.13% | +1.6% |
| Q2 2014 | $554,000 | +1.3% | 10,577 | -10.0% | 0.13% | -2.3% |
| Q1 2014 | $547,000 | +9.4% | 11,749 | +8.9% | 0.13% | +7.5% |
| Q4 2013 | $500,000 | -4.8% | 10,787 | -8.4% | 0.12% | -13.7% |
| Q3 2013 | $525,000 | -22.0% | 11,782 | -18.3% | 0.14% | -25.3% |
| Q2 2013 | $673,000 | – | 14,428 | – | 0.19% | – |
Download | ||||||
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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |