JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 192 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $857,461 | +13.4% | 34,715 | +5.1% | 0.03% | +22.2% |
| Q2 2023 | $756,374 | +4.5% | 33,015 | +1.2% | 0.03% | -6.9% |
| Q1 2023 | $723,727 | +3.5% | 32,615 | +1.4% | 0.03% | -3.3% |
| Q4 2022 | $699,589 | +10.0% | 32,165 | +1.4% | 0.03% | +3.4% |
| Q3 2022 | $636,000 | +13.4% | 31,725 | +7.3% | 0.03% | +11.5% |
| Q2 2022 | $561,000 | -6.3% | 29,575 | +3.3% | 0.03% | +13.0% |
| Q1 2022 | $599,000 | +17.5% | 28,625 | 0.0% | 0.02% | +27.8% |
| Q4 2021 | $510,000 | -1.9% | 28,625 | 0.0% | 0.02% | -35.7% |
| Q3 2021 | $520,000 | -5.8% | 28,625 | +2.0% | 0.03% | -6.7% |
| Q2 2021 | $552,000 | +55.5% | 28,075 | +31.3% | 0.03% | +36.4% |
| Q1 2021 | $355,000 | -77.3% | 21,375 | -81.0% | 0.02% | -78.6% |
| Q4 2020 | $1,564,000 | -18.9% | 112,600 | -37.1% | 0.10% | -29.9% |
| Q3 2020 | $1,929,000 | -35.2% | 178,960 | -20.7% | 0.15% | -41.9% |
| Q2 2020 | $2,979,000 | +34.9% | 225,700 | -7.8% | 0.25% | +10.5% |
| Q1 2020 | $2,209,000 | +134.3% | 244,675 | +465.9% | 0.23% | +193.6% |
| Q4 2019 | $943,000 | +195.6% | 43,240 | +215.9% | 0.08% | +169.0% |
| Q3 2019 | $319,000 | -7.3% | 13,690 | 0.0% | 0.03% | -9.4% |
| Q2 2019 | $344,000 | -26.5% | 13,690 | -7.0% | 0.03% | -42.9% |
| Q2 2016 | $468,000 | +17.3% | 14,715 | 0.0% | 0.06% | +14.3% |
| Q1 2016 | $399,000 | -6.3% | 14,715 | 0.0% | 0.05% | -9.3% |
| Q4 2015 | $426,000 | -94.9% | 14,715 | -35.6% | 0.05% | -95.0% |
| Q3 2015 | $8,279,000 | +807.8% | 22,855 | -0.7% | 1.08% | +874.8% |
| Q2 2015 | $912,000 | -22.0% | 23,025 | -15.7% | 0.11% | -20.7% |
| Q1 2015 | $1,169,000 | -9.0% | 27,305 | -2.3% | 0.14% | -8.5% |
| Q4 2014 | $1,284,000 | -15.2% | 27,940 | -2.1% | 0.15% | -15.9% |
| Q3 2014 | $1,515,000 | -1.6% | 28,550 | -2.9% | 0.18% | -2.7% |
| Q2 2014 | $1,540,000 | +4.5% | 29,400 | -7.1% | 0.19% | +2.7% |
| Q1 2014 | $1,473,000 | +0.4% | 31,650 | 0.0% | 0.18% | -4.7% |
| Q4 2013 | $1,467,000 | +3.9% | 31,650 | 0.0% | 0.19% | -2.6% |
| Q3 2013 | $1,412,000 | -4.3% | 31,650 | 0.0% | 0.20% | -8.4% |
| Q2 2013 | $1,476,000 | – | 31,650 | – | 0.21% | – |
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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |