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 2018 | $951,000 | -11.9% | 34,655 | -14.7% | 0.44% | -18.1% |
| Q2 2018 | $1,080,000 | -4.3% | 40,650 | -13.7% | 0.53% | -7.7% |
| Q1 2018 | $1,129,000 | +5.6% | 47,080 | +20.9% | 0.58% | +7.3% |
| Q4 2017 | $1,069,000 | -1.9% | 38,950 | +0.8% | 0.54% | -3.8% |
| Q3 2017 | $1,090,000 | +1.2% | 38,640 | +6.5% | 0.56% | -4.5% |
| Q2 2017 | $1,077,000 | -4.4% | 36,290 | +4.1% | 0.58% | -4.9% |
| Q1 2017 | $1,126,000 | +4.5% | 34,870 | +2.2% | 0.61% | 0.0% |
| Q4 2016 | $1,078,000 | -5.4% | 34,120 | -5.7% | 0.61% | -6.8% |
| Q3 2016 | $1,139,000 | -1.0% | 36,190 | 0.0% | 0.66% | -5.7% |
| Q2 2016 | $1,151,000 | +21.5% | 36,190 | +3.4% | 0.70% | +18.3% |
| Q1 2016 | $947,000 | +109.5% | 34,990 | +124.2% | 0.59% | +110.0% |
| Q4 2015 | $452,000 | -43.2% | 15,610 | -40.4% | 0.28% | -46.4% |
| Q3 2015 | $796,000 | +26.8% | 26,200 | +65.1% | 0.52% | +31.7% |
| Q2 2015 | $628,000 | -7.5% | 15,865 | 0.0% | 0.40% | -7.7% |
| Q1 2015 | $679,000 | -7.9% | 15,865 | -1.2% | 0.43% | -6.7% |
| Q4 2014 | $737,000 | -13.5% | 16,055 | 0.0% | 0.46% | -19.4% |
| Q3 2014 | $852,000 | +1.4% | 16,055 | 0.0% | 0.57% | -1.4% |
| Q2 2014 | $840,000 | +11.3% | 16,055 | -1.0% | 0.58% | +4.7% |
| Q1 2014 | $755,000 | -1.7% | 16,225 | -2.2% | 0.56% | -5.9% |
| Q4 2013 | $768,000 | +3.5% | 16,585 | -0.3% | 0.59% | -5.9% |
| Q3 2013 | $742,000 | -52.2% | 16,640 | -50.0% | 0.63% | -9.9% |
| Q2 2013 | $1,552,000 | – | 33,280 | – | 0.70% | – |
Download | ||||||
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% |