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 2017 | $207,000 | -33.2% | 7,525 | -31.4% | 0.05% | -37.2% |
| Q3 2017 | $310,000 | +28.6% | 10,975 | +35.1% | 0.08% | +21.9% |
| Q2 2017 | $241,000 | -8.0% | 8,125 | 0.0% | 0.06% | -8.6% |
| Q1 2017 | $262,000 | -84.9% | 8,125 | -78.5% | 0.07% | -84.6% |
| Q4 2014 | $1,739,000 | -69.1% | 37,850 | -64.3% | 0.45% | -70.3% |
| Q3 2014 | $5,624,000 | +63.9% | 105,950 | +61.7% | 1.53% | +66.1% |
| Q2 2014 | $3,432,000 | +46.0% | 65,522 | +29.8% | 0.92% | +40.0% |
| Q1 2014 | $2,350,000 | +7.0% | 50,493 | +6.6% | 0.66% | +8.6% |
| Q4 2013 | $2,196,000 | -23.8% | 47,389 | -26.6% | 0.61% | -35.3% |
| Q3 2013 | $2,880,000 | +9.8% | 64,567 | +14.8% | 0.94% | +5.2% |
| Q2 2013 | $2,624,000 | +18.6% | 56,266 | +15.6% | 0.89% | +18.8% |
| Q1 2013 | $2,213,000 | – | 48,663 | – | 0.75% | – |
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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% |