LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 193 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2022$5,000
-16.7%
250
-8.8%
0.00%
Q1 2022$6,000
+20.0%
2740.0%0.00%
Q4 2021$5,0000.0%274
+9.6%
0.00%
Q3 2021$5,0000.0%2500.0%0.00%
Q2 2021$5,000
+66.7%
2500.0%0.00%
Q4 2020$3,0000.0%2500.0%0.00%
Q3 2020$3,0000.0%2500.0%0.00%
Q2 2020$3,000
+50.0%
2500.0%0.00%
Q1 2020$2,000
-60.0%
2500.0%0.00%
Q4 2019$5,000
-16.7%
2500.0%0.00%
Q3 2019$6,0000.0%2500.0%0.00%
Q2 2019$6,0000.0%2500.0%0.00%
Q1 2019$6,0000.0%2500.0%0.00%
Q4 2018$6,000
-14.3%
2500.0%0.00%
Q3 2018$7,0000.0%2500.0%0.00%
Q2 2018$7,000
+16.7%
2500.0%0.00%
Q1 2018$6,000
-14.3%
2500.0%0.00%
Q4 2017$7,0000.0%2500.0%0.00%
Q3 2017$7,000
-12.5%
2500.0%0.00%
Q2 2017$8,0000.0%2500.0%0.00%
Q1 2017$8,0000.0%2500.0%0.00%
Q4 2016$8,0000.0%2500.0%0.00%
Q3 2016$8,0000.0%2500.0%0.00%
Q2 2016$8,000
+14.3%
2500.0%0.00%
Q1 2016$7,0000.0%2500.0%0.00%
Q4 2015$7,000
+16.7%
250
+73.6%
0.00%
Q3 2013$6,0001440.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2020
NameSharesValueWeighting ↓
FORTEM FINANCIAL GROUP, LLC 375,885$9,284,3605.44%
NICOLET BANKSHARES INC 333,920$8,247,8242.53%
Parkside Financial Bank & Trust 423,397$10,457,9002.42%
BRIGHTON JONES LLC 1,650,284$40,762,0162.07%
AlphaQ Advisors LLC 88,566$2,187,5801.90%
NOESIS CAPITAL MANGEMENT CORP 533,126$13,168,2161.73%
My Personal CFO, LLC 81,377$2,010,0191.62%
Arrow Investment Advisors, LLC 73,178$1,807,4971.44%
NICOLET ADVISORY SERVICES, LLC 547,156$12,994,9591.44%
Smallwood Wealth Investment Management, LLC 58,808$1,452,5531.32%
View complete list of JPMORGAN CHASE & CO shareholders