JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 178 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 0.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,461,503 | +8.5% | 99,656 | +0.7% | 0.04% | +11.8% |
| Q2 2023 | $2,268,227 | +6.9% | 99,006 | +3.5% | 0.03% | 0.0% |
| Q1 2023 | $2,122,385 | +13.0% | 95,646 | +10.8% | 0.03% | +6.2% |
| Q4 2022 | $1,878,000 | +15.6% | 86,346 | +6.6% | 0.03% | +6.7% |
| Q3 2022 | $1,625,000 | +8.8% | 81,006 | +2.8% | 0.03% | +15.4% |
| Q2 2022 | $1,494,000 | +94.0% | 78,811 | +114.1% | 0.03% | +136.4% |
| Q1 2022 | $770,000 | – | 36,816 | – | 0.01% | – |
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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% |