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 2022 | $359,000 | -43.3% | 17,909 | -62.7% | 0.00% | -33.3% |
| Q2 2020 | $633,000 | -51.6% | 48,016 | -11.9% | 0.01% | -64.7% |
| Q1 2018 | $1,308,000 | -64.7% | 54,523 | -58.4% | 0.02% | -58.5% |
| Q3 2017 | $3,703,000 | +72.9% | 131,221 | +81.9% | 0.04% | +51.9% |
| Q2 2017 | $2,142,000 | +11800.0% | 72,148 | +10206.9% | 0.03% | +2600.0% |
| Q1 2016 | $18,000 | +28.6% | 700 | +44.0% | 0.00% | – |
| Q4 2015 | $14,000 | – | 486 | – | 0.00% | – |
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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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |