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 | $225 | +8.2% | 9,100 | 0.0% | 0.02% | +14.3% |
| Q2 2023 | $208 | -3.3% | 9,100 | -6.3% | 0.01% | -6.7% |
| Q1 2023 | $215 | +1.9% | 9,710 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $211 | -99.9% | 9,710 | -2.5% | 0.02% | +14.3% |
| Q1 2022 | $208,000 | -11.9% | 9,960 | -23.4% | 0.01% | -22.2% |
| Q3 2021 | $236,000 | -27.8% | 13,010 | -34.0% | 0.02% | -33.3% |
| Q2 2021 | $327,000 | 0.0% | 19,699 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $327,000 | +1.6% | 19,699 | -15.0% | 0.03% | -3.6% |
| Q4 2020 | $322,000 | -17.9% | 23,175 | -36.3% | 0.03% | -17.6% |
| Q3 2020 | $392,000 | -40.1% | 36,407 | -26.5% | 0.03% | -46.9% |
| Q2 2020 | $654,000 | +43.4% | 49,554 | -2.0% | 0.06% | +20.8% |
| Q1 2020 | $456,000 | -65.7% | 50,546 | -17.1% | 0.05% | -57.6% |
| Q4 2019 | $1,330,000 | -32.2% | 60,978 | -27.7% | 0.12% | -37.8% |
| Q3 2019 | $1,962,000 | -9.2% | 84,317 | -2.0% | 0.20% | -11.5% |
| Q2 2019 | $2,160,000 | -2.3% | 86,035 | -0.7% | 0.23% | -8.1% |
| Q1 2019 | $2,211,000 | +15.5% | 86,672 | +1.0% | 0.25% | +2.5% |
| Q4 2018 | $1,915,000 | -42.9% | 85,785 | -29.7% | 0.24% | -33.2% |
| Q3 2018 | $3,353,000 | +1.6% | 122,096 | -1.6% | 0.36% | -3.7% |
| Q2 2018 | $3,300,000 | +16.4% | 124,139 | +5.1% | 0.38% | +13.6% |
| Q1 2018 | $2,835,000 | -13.3% | 118,117 | -0.8% | 0.33% | -14.3% |
| Q4 2017 | $3,269,000 | -26.1% | 119,010 | -24.1% | 0.38% | -29.5% |
| Q3 2017 | $4,423,000 | -23.0% | 156,729 | -19.0% | 0.55% | -25.0% |
| Q2 2017 | $5,744,000 | -4.1% | 193,387 | +4.3% | 0.73% | -5.3% |
| Q1 2017 | $5,991,000 | -44.4% | 185,494 | -45.6% | 0.77% | +3.6% |
| Q4 2016 | $10,772,000 | +91.3% | 340,748 | +90.6% | 0.74% | -10.6% |
| Q3 2016 | $5,632,000 | +7.5% | 178,794 | +8.5% | 0.83% | +7.4% |
| Q2 2016 | $5,241,000 | +26.1% | 164,764 | +7.4% | 0.77% | +24.1% |
| Q1 2016 | $4,157,000 | -17.4% | 153,464 | -11.7% | 0.62% | -15.6% |
| Q4 2015 | $5,033,000 | -42.5% | 173,738 | -39.6% | 0.74% | -46.6% |
| Q3 2015 | $8,746,000 | -43.7% | 287,792 | -26.6% | 1.38% | -42.7% |
| Q2 2015 | $15,529,000 | -15.5% | 392,139 | -8.7% | 2.41% | -13.3% |
| Q1 2015 | $18,378,000 | -7.1% | 429,400 | -0.3% | 2.78% | -8.8% |
| Q4 2014 | $19,792,000 | -13.7% | 430,732 | -0.3% | 3.05% | -16.3% |
| Q3 2014 | $22,927,000 | +5.5% | 431,935 | +4.1% | 3.64% | +6.0% |
| Q2 2014 | $21,728,000 | +11.9% | 414,817 | -0.6% | 3.44% | +6.2% |
| Q1 2014 | $19,415,000 | -1.4% | 417,171 | -1.8% | 3.24% | -2.7% |
| Q4 2013 | $19,692,000 | +3.2% | 424,851 | -0.7% | 3.32% | -3.2% |
| Q3 2013 | $19,088,000 | -4.5% | 427,986 | -0.1% | 3.43% | -7.6% |
| Q2 2013 | $19,977,000 | +153.3% | 428,328 | +83.3% | 3.72% | +85.5% |
| Q3 2010 | $7,886,000 | +32.2% | 233,732 | +21.1% | 2.00% | +28.5% |
| Q2 2010 | $5,967,000 | – | 193,055 | – | 1.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 911,842 | $9,830,000 | 5.39% |
| BRIGHTON JONES LLC | 5,829,814 | $62,845,000 | 4.34% |
| FORTEM FINANCIAL GROUP, LLC | 348,752 | $3,760,000 | 2.72% |
| MPS Loria Financial Planners, LLC | 386,964 | $4,171,000 | 2.16% |
| Sageworth Trust Co | 1,731,102 | $18,661,000 | 2.01% |
| Greytown Advisors Inc. | 209,866 | $2,262,000 | 1.86% |
| Wilshire Advisors LLC | 126,907 | $1,368,000 | 1.39% |
| NOESIS CAPITAL MANGEMENT CORP | 341,547 | $3,682,000,000 | 1.04% |
| NICOLET BANKSHARES INC | 257,896 | $2,780,000 | 0.96% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,277,855 | $13,775,000 | 0.95% |