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 | $2,099 | +7.9% | 85 | 0.0% | 0.00% | – |
| Q2 2023 | $1,946 | +3.2% | 85 | 0.0% | 0.00% | – |
| Q1 2023 | $1,885 | +2.0% | 85 | 0.0% | 0.00% | – |
| Q4 2022 | $1,848 | -7.6% | 85 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | -66.7% | 85 | -70.2% | 0.00% | – |
| Q2 2021 | $6,000 | -82.9% | 285 | -86.7% | 0.00% | -100.0% |
| Q1 2021 | $35,000 | -58.8% | 2,148 | -64.8% | 0.00% | -50.0% |
| Q4 2020 | $85,000 | -64.0% | 6,099 | -72.2% | 0.00% | -71.4% |
| Q3 2020 | $236,000 | -21.3% | 21,911 | -3.5% | 0.01% | -26.3% |
| Q2 2020 | $300,000 | +18.6% | 22,711 | -19.1% | 0.02% | 0.0% |
| Q1 2020 | $253,000 | -64.5% | 28,071 | -14.0% | 0.02% | -57.8% |
| Q4 2019 | $712,000 | -52.0% | 32,646 | -48.8% | 0.04% | -56.3% |
| Q3 2019 | $1,483,000 | -15.0% | 63,717 | -8.3% | 0.10% | -16.9% |
| Q2 2019 | $1,745,000 | -10.5% | 69,472 | -9.1% | 0.12% | -13.9% |
| Q1 2019 | $1,949,000 | -3.8% | 76,447 | -15.8% | 0.14% | -13.8% |
| Q4 2018 | $2,026,000 | -45.7% | 90,792 | -33.2% | 0.17% | -38.6% |
| Q3 2018 | $3,733,000 | -0.3% | 136,010 | -3.5% | 0.27% | -7.5% |
| Q2 2018 | $3,744,000 | +17.3% | 140,895 | +6.0% | 0.29% | +12.6% |
| Q1 2018 | $3,191,000 | -14.3% | 132,962 | -2.0% | 0.26% | -17.9% |
| Q4 2017 | $3,725,000 | -10.7% | 135,656 | -8.2% | 0.32% | -17.8% |
| Q3 2017 | $4,169,000 | -6.0% | 147,805 | -1.0% | 0.39% | -9.8% |
| Q2 2017 | $4,434,000 | -4.8% | 149,300 | +3.5% | 0.43% | -7.9% |
| Q1 2017 | $4,657,000 | +3.1% | 144,244 | +1.0% | 0.47% | -2.7% |
| Q4 2016 | $4,515,000 | -16.7% | 142,848 | -16.9% | 0.48% | -22.1% |
| Q3 2016 | $5,418,000 | -2.0% | 171,988 | -1.0% | 0.62% | -2.5% |
| Q2 2016 | $5,526,000 | +15.5% | 173,780 | -1.6% | 0.63% | +12.9% |
| Q1 2016 | $4,784,000 | -15.4% | 176,606 | -9.5% | 0.56% | -15.7% |
| Q4 2015 | $5,654,000 | -36.1% | 195,231 | -33.0% | 0.66% | -38.7% |
| Q3 2015 | $8,847,000 | -25.0% | 291,226 | -2.3% | 1.08% | -17.5% |
| Q2 2015 | $11,800,000 | -5.0% | 298,070 | +2.7% | 1.31% | -4.7% |
| Q1 2015 | $12,420,000 | -8.1% | 290,250 | -1.3% | 1.38% | -9.0% |
| Q4 2014 | $13,513,000 | -12.5% | 294,075 | +1.1% | 1.51% | -14.8% |
| Q3 2014 | $15,446,000 | +0.6% | 290,997 | -0.7% | 1.78% | +3.0% |
| Q2 2014 | $15,350,000 | +12.2% | 293,036 | -0.3% | 1.72% | +7.5% |
| Q1 2014 | $13,679,000 | +3.5% | 293,936 | +3.1% | 1.60% | +0.7% |
| Q4 2013 | $13,218,000 | +10.2% | 285,234 | +6.1% | 1.59% | -1.1% |
| Q3 2013 | $11,992,000 | -4.8% | 268,935 | -0.4% | 1.61% | -11.4% |
| Q2 2013 | $12,595,000 | – | 270,115 | – | 1.82% | – |
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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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |