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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,243,440 | +3.2% | 54,275 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $1,204,362 | +2.0% | 54,275 | +0.0% | 0.02% | 0.0% |
| Q4 2022 | $1,180,438 | +8.4% | 54,273 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $1,089,000 | +5.8% | 54,273 | 0.0% | 0.02% | +10.5% |
| Q2 2022 | $1,029,000 | -13.7% | 54,273 | -4.8% | 0.02% | +5.6% |
| Q1 2022 | $1,192,000 | -56.9% | 57,003 | -63.3% | 0.02% | -56.1% |
| Q4 2021 | $2,766,000 | -21.2% | 155,292 | -19.6% | 0.04% | -28.1% |
| Q3 2021 | $3,509,000 | -7.5% | 193,132 | 0.0% | 0.06% | -6.6% |
| Q2 2021 | $3,795,000 | -6.8% | 193,132 | -21.3% | 0.06% | -11.6% |
| Q1 2021 | $4,072,000 | -15.3% | 245,437 | -29.1% | 0.07% | -21.6% |
| Q4 2020 | $4,807,000 | +8.9% | 346,054 | -15.5% | 0.09% | -1.1% |
| Q3 2020 | $4,415,000 | -16.0% | 409,546 | +2.9% | 0.09% | -21.9% |
| Q2 2020 | $5,254,000 | +31.1% | 398,021 | -10.3% | 0.11% | +17.5% |
| Q1 2020 | $4,008,000 | -70.4% | 443,878 | -28.4% | 0.10% | -61.0% |
| Q4 2019 | $13,528,000 | -0.5% | 620,270 | +6.2% | 0.25% | -6.4% |
| Q3 2019 | $13,590,000 | -11.5% | 584,020 | -4.5% | 0.27% | -12.8% |
| Q2 2019 | $15,363,000 | -0.3% | 611,836 | +1.3% | 0.30% | -1.6% |
| Q1 2019 | $15,404,000 | +30.4% | 603,854 | +14.1% | 0.31% | +15.2% |
| Q4 2018 | $11,817,000 | -8.9% | 529,455 | +12.1% | 0.27% | +3.1% |
| Q3 2018 | $12,965,000 | -1.8% | 472,154 | -5.0% | 0.26% | -6.1% |
| Q2 2018 | $13,209,000 | +3.9% | 496,964 | -6.2% | 0.28% | +1.5% |
| Q1 2018 | $12,719,000 | -6.4% | 529,941 | +7.2% | 0.27% | +0.4% |
| Q4 2017 | $13,583,000 | -14.1% | 494,477 | -11.8% | 0.27% | -18.0% |
| Q3 2017 | $15,818,000 | +34.4% | 560,535 | +41.5% | 0.33% | +24.3% |
| Q2 2017 | $11,765,000 | -11.5% | 396,121 | -3.7% | 0.27% | -15.2% |
| Q1 2017 | $13,289,000 | +5.1% | 411,428 | +2.8% | 0.32% | +2.3% |
| Q4 2016 | $12,650,000 | +13.1% | 400,199 | +12.8% | 0.31% | +10.4% |
| Q3 2016 | $11,180,000 | -4.1% | 354,921 | -3.2% | 0.28% | -5.7% |
| Q2 2016 | $11,663,000 | +6.3% | 366,634 | -9.4% | 0.30% | +3.5% |
| Q1 2016 | $10,967,000 | -36.9% | 404,852 | -32.6% | 0.29% | -39.7% |
| Q4 2015 | $17,389,000 | +198.8% | 600,231 | +213.5% | 0.48% | +178.4% |
| Q3 2015 | $5,819,000 | +23.1% | 191,474 | +60.4% | 0.17% | +33.6% |
| Q2 2015 | $4,728,000 | -25.3% | 119,402 | -19.3% | 0.13% | -3.0% |
| Q1 2015 | $6,333,000 | +2.6% | 147,970 | +10.2% | 0.13% | +3.1% |
| Q4 2014 | $6,171,000 | -7.8% | 134,290 | +6.5% | 0.13% | -9.9% |
| Q3 2014 | $6,692,000 | +2.7% | 126,079 | +1.4% | 0.14% | +4.4% |
| Q2 2014 | $6,515,000 | +12.3% | 124,380 | -0.2% | 0.14% | +7.9% |
| Q1 2014 | $5,802,000 | -2.2% | 124,667 | -2.6% | 0.13% | -3.1% |
| Q4 2013 | $5,931,000 | +10.9% | 127,965 | +6.7% | 0.13% | +4.0% |
| Q3 2013 | $5,350,000 | +3.6% | 119,959 | +8.4% | 0.12% | +0.8% |
| Q2 2013 | $5,163,000 | +25.1% | 110,691 | +22.0% | 0.12% | +20.4% |
| Q1 2013 | $4,128,000 | +27.6% | 90,767 | +7.9% | 0.10% | +12.0% |
| Q4 2012 | $3,236,000 | – | 84,142 | – | 0.09% | – |
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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |