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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,162 | +0.1% | 11,545 | -7.1% | 0.14% | +3.0% |
| Q2 2023 | $284,748 | -10.2% | 12,429 | -13.1% | 0.14% | -16.7% |
| Q1 2023 | $317,206 | +0.8% | 14,295 | -1.2% | 0.16% | -4.7% |
| Q4 2022 | $314,614 | +7.4% | 14,465 | -1.1% | 0.17% | -2.3% |
| Q3 2022 | $293,000 | +4.3% | 14,620 | -1.3% | 0.17% | +11.5% |
| Q2 2022 | $281,000 | -9.9% | 14,820 | -0.7% | 0.16% | +2.6% |
| Q1 2022 | $312,000 | +15.1% | 14,920 | -2.1% | 0.15% | +23.6% |
| Q4 2021 | $271,000 | +0.7% | 15,235 | +2.9% | 0.12% | -6.8% |
| Q3 2021 | $269,000 | -8.5% | 14,810 | -1.1% | 0.13% | -9.0% |
| Q2 2021 | $294,000 | +23.5% | 14,970 | +4.5% | 0.14% | +15.1% |
| Q1 2021 | $238,000 | +18.4% | 14,330 | -1.0% | 0.13% | +11.5% |
| Q4 2020 | $201,000 | +55.8% | 14,470 | +21.1% | 0.11% | +34.5% |
| Q3 2020 | $129,000 | -13.4% | 11,950 | +6.1% | 0.08% | -23.6% |
| Q2 2020 | $149,000 | +46.1% | 11,260 | 0.0% | 0.11% | +22.2% |
| Q1 2020 | $102,000 | -55.8% | 11,260 | +6.4% | 0.09% | -37.5% |
| Q4 2019 | $231,000 | -13.2% | 10,585 | -7.4% | 0.14% | -20.0% |
| Q3 2019 | $266,000 | +1.9% | 11,430 | +9.9% | 0.18% | +0.6% |
| Q2 2019 | $261,000 | -4.0% | 10,405 | -2.6% | 0.18% | -5.8% |
| Q1 2019 | $272,000 | +18.3% | 10,680 | +3.4% | 0.19% | -1.0% |
| Q4 2018 | $230,000 | -89.4% | 10,325 | -85.5% | 0.19% | -89.2% |
| Q3 2015 | $2,162,000 | -22.1% | 71,133 | +1.5% | 1.77% | -13.7% |
| Q2 2015 | $2,775,000 | -7.0% | 70,078 | +0.5% | 2.05% | -8.4% |
| Q1 2015 | $2,985,000 | -5.7% | 69,743 | +1.2% | 2.24% | -6.6% |
| Q4 2014 | $3,167,000 | -13.5% | 68,918 | -0.1% | 2.40% | -14.5% |
| Q3 2014 | $3,661,000 | +1.9% | 68,963 | +0.5% | 2.81% | +1.0% |
| Q2 2014 | $3,593,000 | +12.3% | 68,586 | -0.2% | 2.78% | +5.5% |
| Q1 2014 | $3,199,000 | +2.5% | 68,736 | +2.0% | 2.63% | -3.4% |
| Q4 2013 | $3,122,000 | +4.0% | 67,366 | +0.0% | 2.73% | +6.4% |
| Q3 2013 | $3,003,000 | -8.3% | 67,340 | -4.1% | 2.56% | -12.9% |
| Q2 2013 | $3,276,000 | – | 70,245 | – | 2.94% | – |
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% |