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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $303,000 | -64.5% | 33,566 | -14.2% | 0.01% | -54.5% |
| Q4 2019 | $853,000 | -10.1% | 39,132 | -4.0% | 0.02% | -26.7% |
| Q3 2019 | $949,000 | -15.1% | 40,765 | -8.5% | 0.03% | -14.3% |
| Q2 2019 | $1,118,000 | -10.6% | 44,532 | -9.2% | 0.04% | -32.7% |
| Q1 2019 | $1,251,000 | +12.8% | 49,034 | -1.3% | 0.05% | -3.7% |
| Q4 2018 | $1,109,000 | +278.5% | 49,684 | +391.8% | 0.05% | +100.0% |
| Q4 2015 | $293,000 | -18.8% | 10,103 | -15.0% | 0.03% | -35.7% |
| Q3 2015 | $361,000 | -95.9% | 11,880 | -94.6% | 0.04% | -95.4% |
| Q2 2015 | $8,745,000 | +6.0% | 220,841 | +14.6% | 0.92% | +1.2% |
| Q1 2015 | $8,248,000 | -3.5% | 192,716 | +3.6% | 0.91% | +1.9% |
| Q4 2014 | $8,551,000 | -22.0% | 186,093 | -9.8% | 0.89% | -27.2% |
| Q3 2014 | $10,956,000 | +9.3% | 206,413 | +7.8% | 1.23% | -8.2% |
| Q2 2014 | $10,028,000 | -0.2% | 191,445 | -11.3% | 1.34% | -1.3% |
| Q1 2014 | $10,049,000 | +7.5% | 215,931 | +7.1% | 1.36% | +4.0% |
| Q4 2013 | $9,346,000 | – | 201,641 | – | 1.30% | – |
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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% |