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 | $5,347,529 | +12.2% | 216,499 | +4.1% | 0.08% | +14.3% |
| Q2 2023 | $4,764,065 | -1.1% | 207,947 | -4.2% | 0.07% | -7.9% |
| Q1 2023 | $4,817,043 | +0.0% | 217,082 | -2.0% | 0.08% | -6.2% |
| Q4 2022 | $4,816,196 | +7.4% | 221,434 | -1.0% | 0.08% | -3.6% |
| Q3 2022 | $4,486,000 | +4.5% | 223,614 | -1.2% | 0.08% | +2.4% |
| Q2 2022 | $4,291,000 | -10.8% | 226,308 | -1.6% | 0.08% | +1.2% |
| Q1 2022 | $4,810,000 | +11.3% | 230,016 | -5.2% | 0.08% | +15.7% |
| Q4 2021 | $4,320,000 | -23.4% | 242,537 | -21.9% | 0.07% | -35.8% |
| Q3 2021 | $5,642,000 | -26.0% | 310,537 | -20.0% | 0.11% | -27.8% |
| Q2 2021 | $7,626,000 | +19.1% | 388,084 | +0.6% | 0.15% | +5.6% |
| Q1 2021 | $6,401,000 | +26.7% | 385,836 | +6.0% | 0.14% | +13.5% |
| Q4 2020 | $5,054,000 | +34.5% | 363,847 | +4.4% | 0.13% | +15.6% |
| Q3 2020 | $3,757,000 | +2.9% | 348,476 | +26.0% | 0.11% | -5.2% |
| Q2 2020 | $3,651,000 | +347.4% | 276,607 | +206.2% | 0.12% | +248.5% |
| Q1 2020 | $816,000 | -54.8% | 90,348 | +9.1% | 0.03% | -44.1% |
| Q4 2019 | $1,807,000 | -29.0% | 82,832 | -24.3% | 0.06% | -47.8% |
| Q3 2019 | $2,546,000 | -8.8% | 109,400 | -1.6% | 0.11% | -10.3% |
| Q2 2019 | $2,792,000 | -12.6% | 111,190 | -11.3% | 0.13% | -23.2% |
| Q1 2019 | $3,196,000 | -9.5% | 125,294 | -20.8% | 0.16% | -20.4% |
| Q4 2018 | $3,530,000 | -58.3% | 158,153 | -48.7% | 0.21% | -52.3% |
| Q3 2018 | $8,458,000 | -1.2% | 307,997 | -4.4% | 0.43% | -6.5% |
| Q2 2018 | $8,564,000 | -1.0% | 322,207 | -10.6% | 0.46% | -5.9% |
| Q1 2018 | $8,653,000 | -8.2% | 360,554 | +5.1% | 0.49% | -8.4% |
| Q4 2017 | $9,427,000 | -12.0% | 343,183 | -9.5% | 0.54% | -17.5% |
| Q3 2017 | $10,707,000 | +2.6% | 379,397 | +8.0% | 0.65% | -3.3% |
| Q2 2017 | $10,431,000 | -13.1% | 351,198 | -5.5% | 0.67% | -16.7% |
| Q1 2017 | $12,000,000 | +13.6% | 371,532 | +11.2% | 0.81% | +5.1% |
| Q4 2016 | $10,560,000 | -7.1% | 334,057 | -7.4% | 0.77% | -10.5% |
| Q3 2016 | $11,370,000 | +7.7% | 360,939 | +8.7% | 0.86% | +5.4% |
| Q2 2016 | $10,562,000 | +11.1% | 332,038 | -5.4% | 0.81% | +12.0% |
| Q1 2016 | $9,509,000 | -9.3% | 351,017 | -3.0% | 0.73% | -9.0% |
| Q4 2015 | $10,485,000 | -19.7% | 361,934 | -15.8% | 0.80% | -19.1% |
| Q3 2015 | $13,056,000 | -31.5% | 429,605 | -10.7% | 0.99% | -21.3% |
| Q2 2015 | $19,058,000 | -30.2% | 481,272 | -24.6% | 1.26% | -31.3% |
| Q1 2015 | $27,303,000 | -28.8% | 637,929 | -23.6% | 1.83% | -32.0% |
| Q4 2014 | $38,373,000 | -18.8% | 835,100 | -6.2% | 2.69% | -40.9% |
| Q3 2014 | $47,281,000 | +1.9% | 890,751 | +0.5% | 4.56% | +2.2% |
| Q2 2014 | $46,406,000 | +10.6% | 885,958 | -1.8% | 4.46% | +5.5% |
| Q1 2014 | $41,975,000 | +1.0% | 901,920 | +0.6% | 4.23% | -4.0% |
| Q4 2013 | $41,541,000 | +2.7% | 896,251 | -1.1% | 4.40% | -16.2% |
| Q3 2013 | $40,430,000 | -6.5% | 906,503 | -2.2% | 5.25% | -6.8% |
| Q2 2013 | $43,232,000 | – | 926,926 | – | 5.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGHTON JONES LLC | 6,639,884 | $110,156,000 | 6.52% |
| Arlington Partners LLC | 1,008,242 | $16,727,000 | 6.12% |
| Advisory Services & Investments, LLC | 217,236 | $3,604,000 | 2.93% |
| Sageworth Trust Co | 1,966,334 | $32,622,000 | 2.71% |
| Rye Brook Capital LLC | 216,800 | $3,597,000 | 2.62% |
| FORTEM FINANCIAL GROUP, LLC | 256,543 | $4,256,000 | 2.46% |
| Parkside Financial Bank & Trust | 328,278 | $5,446,000 | 1.64% |
| Greytown Advisors Inc. | 199,246 | $3,305,000 | 1.64% |
| NOESIS CAPITAL MANGEMENT CORP | 337,708 | $5,603,000,000 | 1.26% |
| NICOLET BANKSHARES INC | 271,951 | $4,512,000 | 1.25% |