JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 3 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |