JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 280 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.11 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $928,320 | +11.0% | 37,584 | +2.9% | 0.00% | +33.3% |
Q2 2023 | $836,572 | +7.1% | 36,516 | +3.7% | 0.00% | 0.0% |
Q1 2023 | $781,385 | +0.0% | 35,213 | -2.0% | 0.00% | 0.0% |
Q4 2022 | $781,217 | +7.0% | 35,918 | -1.3% | 0.00% | 0.0% |
Q3 2022 | $730,000 | +2.5% | 36,378 | -3.1% | 0.00% | 0.0% |
Q2 2022 | $712,000 | -12.3% | 37,558 | -3.3% | 0.00% | 0.0% |
Q1 2022 | $812,000 | +16.3% | 38,833 | -0.9% | 0.00% | +50.0% |
Q4 2021 | $698,000 | -3.6% | 39,168 | -1.8% | 0.00% | 0.0% |
Q3 2021 | $724,000 | -7.9% | 39,869 | -0.3% | 0.00% | -33.3% |
Q2 2021 | $786,000 | +12.6% | 39,986 | -4.9% | 0.00% | 0.0% |
Q1 2021 | $698,000 | +24.2% | 42,054 | +3.9% | 0.00% | +50.0% |
Q4 2020 | $562,000 | +56.1% | 40,493 | +21.3% | 0.00% | 0.0% |
Q3 2020 | $360,000 | -35.3% | 33,373 | -20.7% | 0.00% | -33.3% |
Q2 2020 | $556,000 | -42.5% | 42,094 | -60.7% | 0.00% | -50.0% |
Q1 2020 | $967,000 | -67.8% | 107,077 | -22.2% | 0.01% | -60.0% |
Q4 2019 | $3,001,000 | -40.6% | 137,617 | -36.6% | 0.02% | -48.3% |
Q3 2019 | $5,055,000 | -6.0% | 217,212 | +1.4% | 0.03% | -6.5% |
Q2 2019 | $5,378,000 | -8.2% | 214,174 | -6.8% | 0.03% | -13.9% |
Q1 2019 | $5,859,000 | +9.4% | 229,693 | -4.3% | 0.04% | -7.7% |
Q4 2018 | $5,356,000 | -55.7% | 239,967 | -45.5% | 0.04% | -47.3% |
Q3 2018 | $12,089,000 | -16.3% | 440,248 | -19.0% | 0.07% | -24.5% |
Q2 2018 | $14,448,000 | +11.0% | 543,585 | +0.2% | 0.10% | +6.5% |
Q1 2018 | $13,019,000 | -14.9% | 542,443 | -2.6% | 0.09% | -11.5% |
Q4 2017 | $15,300,000 | -1.2% | 556,959 | +1.5% | 0.10% | -10.3% |
Q3 2017 | $15,487,000 | -7.7% | 548,782 | -2.9% | 0.12% | -7.9% |
Q2 2017 | $16,784,000 | -4.1% | 565,123 | +4.8% | 0.13% | -10.6% |
Q1 2017 | $17,507,000 | +12.6% | 539,487 | +9.7% | 0.14% | +1.4% |
Q4 2016 | $15,544,000 | +69.9% | 491,732 | +69.3% | 0.14% | +71.6% |
Q3 2016 | $9,148,000 | +2.1% | 290,413 | +3.1% | 0.08% | -3.6% |
Q2 2016 | $8,956,000 | +30.1% | 281,552 | +10.8% | 0.08% | +29.2% |
Q1 2016 | $6,885,000 | +7.6% | 254,158 | +15.1% | 0.06% | +8.3% |
Q4 2015 | $6,396,000 | -14.4% | 220,798 | -10.2% | 0.06% | -7.7% |
Q3 2015 | $7,469,000 | -12.6% | 245,785 | +13.9% | 0.06% | +400.0% |
Q2 2015 | $8,542,000 | -2.3% | 215,718 | +5.5% | 0.01% | 0.0% |
Q1 2015 | $8,747,000 | -7.3% | 204,400 | -0.5% | 0.01% | -13.3% |
Q4 2014 | $9,439,000 | -22.7% | 205,433 | -10.7% | 0.02% | -28.6% |
Q3 2014 | $12,217,000 | +7.0% | 230,163 | +5.6% | 0.02% | +10.5% |
Q2 2014 | $11,416,000 | +10.4% | 217,955 | -1.9% | 0.02% | +11.8% |
Q1 2014 | $10,340,000 | -0.2% | 222,180 | -0.6% | 0.02% | 0.0% |
Q4 2013 | $10,364,000 | +7.4% | 223,606 | +3.4% | 0.02% | 0.0% |
Q3 2013 | $9,646,000 | -19.8% | 216,281 | -16.1% | 0.02% | -29.2% |
Q2 2013 | $12,025,000 | – | 257,846 | – | 0.02% | – |
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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% |