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 2019 | $3,881,000 | -67.8% | 166,788 | -65.3% | 4.18% | -66.8% |
Q2 2019 | $12,070,000 | -2.4% | 480,668 | -0.9% | 12.60% | -1.3% |
Q1 2019 | $12,367,000 | +558.5% | 484,797 | +476.1% | 12.77% | +444.6% |
Q4 2018 | $1,878,000 | -47.7% | 84,151 | -25.9% | 2.34% | -44.7% |
Q4 2016 | $3,592,000 | -0.0% | 113,626 | -0.4% | 4.24% | +3.2% |
Q3 2016 | $3,593,000 | -6.3% | 114,066 | -5.3% | 4.11% | -6.6% |
Q2 2016 | $3,833,000 | +16.2% | 120,490 | -1.0% | 4.40% | +12.9% |
Q1 2016 | $3,298,000 | +49.2% | 121,728 | +59.6% | 3.90% | +54.4% |
Q4 2015 | $2,210,000 | -27.3% | 76,280 | -23.7% | 2.52% | -26.2% |
Q3 2015 | $3,040,000 | -17.9% | 100,024 | +6.9% | 3.42% | -7.8% |
Q2 2015 | $3,704,000 | -5.0% | 93,543 | +2.7% | 3.71% | -4.6% |
Q1 2015 | $3,899,000 | -1.5% | 91,097 | +5.7% | 3.88% | -2.3% |
Q4 2014 | $3,960,000 | – | 86,175 | – | 3.98% | – |
Download |
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% |
Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |