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 | $242,070 | +7.1% | 9,800 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $225,994 | +3.2% | 9,864 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $218,891 | +4.2% | 9,864 | +2.1% | 0.00% | 0.0% |
| Q4 2022 | $210,049 | -5.4% | 9,657 | -9.9% | 0.00% | 0.0% |
| Q1 2022 | $222,000 | +16.2% | 10,718 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $191,000 | -2.1% | 10,718 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $195,000 | -8.0% | 10,718 | -0.6% | 0.00% | -25.0% |
| Q2 2021 | $212,000 | +18.4% | 10,778 | -0.6% | 0.00% | 0.0% |
| Q1 2021 | $179,000 | +20.1% | 10,848 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $149,000 | -5.1% | 10,848 | -25.5% | 0.00% | +33.3% |
| Q3 2020 | $157,000 | -7.6% | 14,570 | +13.0% | 0.00% | -40.0% |
| Q2 2020 | $170,000 | -54.4% | 12,890 | -24.9% | 0.01% | -44.4% |
| Q4 2019 | $373,000 | +4.8% | 17,171 | +12.1% | 0.01% | -35.7% |
| Q3 2019 | $356,000 | +0.6% | 15,312 | +8.5% | 0.01% | -12.5% |
| Q2 2019 | $354,000 | +7.3% | 14,110 | +9.2% | 0.02% | -11.1% |
| Q1 2019 | $330,000 | – | 12,920 | – | 0.02% | – |
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% |