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 2017 | $365,000 | +9.9% | 12,945 | +15.8% | 0.27% | +6.7% |
| Q2 2017 | $332,000 | -87.7% | 11,179 | -78.0% | 0.25% | -78.2% |
| Q3 2014 | $2,703,000 | -3.1% | 50,929 | -4.4% | 1.16% | -0.7% |
| Q2 2014 | $2,789,000 | +1.5% | 53,250 | -6.2% | 1.17% | +0.3% |
| Q1 2014 | $2,749,000 | +6.8% | 56,740 | +2.1% | 1.16% | -8.5% |
| Q4 2013 | $2,575,000 | +2.8% | 55,552 | -1.1% | 1.27% | +2.0% |
| Q3 2013 | $2,506,000 | -7.7% | 56,193 | -3.5% | 1.25% | -16.5% |
| Q2 2013 | $2,715,000 | – | 58,206 | – | 1.49% | – |
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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% |