JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 176 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $40,483 | +7.8% | 1,639 | 0.0% | 0.00% | -25.0% |
Q2 2023 | $37,549 | +3.2% | 1,639 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $36,369 | +17.3% | 1,639 | 0.0% | 0.00% | -20.0% |
Q2 2022 | $31,000 | +1450.0% | 1,639 | +1038.2% | 0.01% | – |
Q1 2021 | $2,000 | -99.6% | 144 | -99.3% | 0.00% | -100.0% |
Q3 2019 | $461,000 | -7.4% | 19,827 | 0.0% | 0.15% | -10.4% |
Q2 2019 | $498,000 | -42.0% | 19,827 | -41.1% | 0.16% | -46.9% |
Q1 2019 | $858,000 | -88.9% | 33,651 | -90.3% | 0.31% | -87.9% |
Q4 2018 | $7,738,000 | -55.8% | 346,680 | -44.1% | 2.53% | -78.9% |
Q3 2017 | $17,511,000 | -3.4% | 620,535 | +1.7% | 12.00% | -13.9% |
Q2 2017 | $18,129,000 | -4.4% | 610,389 | +4.0% | 13.93% | -15.6% |
Q1 2017 | $18,957,000 | -1.5% | 586,913 | -3.6% | 16.50% | -7.0% |
Q4 2016 | $19,253,000 | – | 609,076 | – | 17.75% | – |
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% |