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 | $765 | +35.4% | 30,966 | +25.6% | 0.00% | +50.0% |
| Q2 2023 | $565 | -19.7% | 24,652 | -22.3% | 0.00% | -33.3% |
| Q1 2023 | $704 | +6.0% | 31,708 | +3.9% | 0.00% | 0.0% |
| Q4 2022 | $664 | -99.9% | 30,506 | -4.1% | 0.00% | -25.0% |
| Q3 2022 | $638,000 | -0.8% | 31,818 | -6.1% | 0.00% | 0.0% |
| Q2 2022 | $643,000 | -17.1% | 33,885 | -8.7% | 0.00% | -20.0% |
| Q1 2022 | $776,000 | +14.6% | 37,099 | -2.5% | 0.01% | +25.0% |
| Q4 2021 | $677,000 | -5.6% | 38,032 | -3.7% | 0.00% | -20.0% |
| Q3 2021 | $717,000 | -19.2% | 39,476 | -12.5% | 0.01% | -28.6% |
| Q2 2021 | $887,000 | +14.3% | 45,117 | -3.6% | 0.01% | 0.0% |
| Q1 2021 | $776,000 | +137.3% | 46,786 | +98.5% | 0.01% | +75.0% |
| Q4 2020 | $327,000 | +28.7% | 23,573 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $254,000 | -37.0% | 23,557 | -22.8% | 0.00% | -42.9% |
| Q2 2020 | $403,000 | -24.2% | 30,530 | -48.2% | 0.01% | -41.7% |
| Q1 2020 | $532,000 | -60.3% | 58,906 | -4.2% | 0.01% | -55.6% |
| Q4 2019 | $1,341,000 | – | 61,490 | – | 0.03% | – |
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% |