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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,165,000 | -8.4% | 236,851 | -2.2% | 0.32% | -15.5% |
| Q3 2019 | $5,638,000 | -20.1% | 242,277 | -13.8% | 0.37% | -19.7% |
| Q2 2019 | $7,054,000 | -3.6% | 280,938 | -2.1% | 0.47% | -15.6% |
| Q1 2019 | $7,320,000 | +12.3% | 286,961 | -1.8% | 0.55% | -4.2% |
| Q4 2018 | $6,519,000 | -20.9% | 292,091 | -2.7% | 0.58% | -22.3% |
| Q3 2018 | $8,243,000 | +0.0% | 300,192 | -3.2% | 0.74% | -4.6% |
| Q2 2018 | $8,239,000 | +8.5% | 309,970 | -2.0% | 0.78% | +1.2% |
| Q1 2018 | $7,592,000 | -13.4% | 316,338 | -0.8% | 0.77% | -14.2% |
| Q4 2017 | $8,763,000 | +8576.2% | 318,989 | +9846.6% | 0.90% | +5866.7% |
| Q3 2016 | $101,000 | -88.6% | 3,207 | -88.5% | 0.02% | -89.4% |
| Q2 2016 | $885,000 | +11.5% | 27,806 | -5.1% | 0.14% | +8.5% |
| Q1 2016 | $794,000 | -10.2% | 29,295 | -4.0% | 0.13% | -15.0% |
| Q4 2015 | $884,000 | -15.4% | 30,528 | -11.2% | 0.15% | -29.8% |
| Q3 2015 | $1,045,000 | -41.9% | 34,380 | -24.3% | 0.22% | -45.8% |
| Q2 2015 | $1,798,000 | -8.7% | 45,393 | -1.3% | 0.40% | -22.7% |
| Q1 2015 | $1,969,000 | -11.4% | 46,014 | -4.9% | 0.52% | -29.6% |
| Q4 2014 | $2,223,000 | -20.5% | 48,386 | -8.1% | 0.74% | -26.0% |
| Q3 2014 | $2,795,000 | -0.5% | 52,663 | -1.8% | 1.00% | +1.0% |
| Q2 2014 | $2,808,000 | +10.6% | 53,615 | -1.8% | 0.99% | -0.7% |
| Q1 2014 | $2,540,000 | -3.5% | 54,578 | -3.9% | 1.00% | -23.6% |
| Q4 2013 | $2,633,000 | +0.4% | 56,798 | -3.4% | 1.30% | -13.8% |
| Q3 2013 | $2,623,000 | -7.2% | 58,811 | -2.9% | 1.51% | -25.6% |
| Q2 2013 | $2,825,000 | – | 60,575 | – | 2.03% | – |
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% |