JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 3 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2023 | $4,261 | +3.2% | 186 | 0.0% | 0.00% | – |
| Q1 2023 | $4,127 | +2.0% | 186 | 0.0% | 0.00% | -100.0% |
| Q4 2022 | $4,046 | -98.9% | 186 | -98.4% | 0.00% | -98.2% |
| Q4 2016 | $366,000 | -70.7% | 11,594 | -70.8% | 0.06% | -69.6% |
| Q3 2016 | $1,249,000 | +344.5% | 39,661 | +348.0% | 0.18% | +320.9% |
| Q2 2016 | $281,000 | -58.8% | 8,853 | -60.6% | 0.04% | -63.6% |
| Q3 2015 | $682,000 | -91.5% | 22,448 | -89.0% | 0.12% | -89.8% |
| Q2 2015 | $8,053,000 | -7.8% | 203,356 | -0.3% | 1.16% | +0.1% |
| Q1 2015 | $8,732,000 | -7.8% | 204,024 | -1.0% | 1.16% | -7.4% |
| Q4 2014 | $9,474,000 | -21.8% | 206,166 | -9.7% | 1.25% | -24.6% |
| Q3 2014 | $12,119,000 | +1.8% | 228,316 | +0.5% | 1.66% | +3.9% |
| Q2 2014 | $11,903,000 | +11.7% | 227,236 | -0.8% | 1.60% | +1.1% |
| Q1 2014 | $10,657,000 | +0.9% | 228,974 | +0.5% | 1.58% | -8.3% |
| Q4 2013 | $10,564,000 | – | 227,906 | – | 1.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |