JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 169 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,762,016 | -35.1% | 1,650,284 | -39.8% | 2.07% | -34.7% |
| Q2 2023 | $62,848,814 | -47.8% | 2,743,292 | -49.4% | 3.17% | -53.6% |
| Q1 2023 | $120,325,783 | -26.5% | 5,422,523 | -28.0% | 6.83% | -30.1% |
| Q4 2022 | $163,738,513 | +3.2% | 7,528,207 | -4.8% | 9.78% | +5.0% |
| Q3 2022 | $158,689,000 | +6.2% | 7,910,716 | +0.4% | 9.31% | +7.6% |
| Q2 2022 | $149,367,000 | -8.4% | 7,878,016 | +1.1% | 8.65% | +14.0% |
| Q1 2022 | $162,986,000 | +21.5% | 7,794,620 | +3.5% | 7.59% | +19.8% |
| Q4 2021 | $134,175,000 | +1.7% | 7,533,706 | +3.8% | 6.34% | -6.9% |
| Q3 2021 | $131,871,000 | -1.2% | 7,257,635 | +6.8% | 6.80% | -1.0% |
| Q2 2021 | $133,474,000 | +21.2% | 6,792,593 | +2.3% | 6.88% | +5.4% |
| Q1 2021 | $110,156,000 | +29.9% | 6,639,884 | +8.7% | 6.52% | +24.5% |
| Q4 2020 | $84,815,000 | +35.0% | 6,106,161 | +4.7% | 5.24% | +20.6% |
| Q3 2020 | $62,845,000 | -11.5% | 5,829,814 | +8.3% | 4.34% | -24.7% |
| Q2 2020 | $71,035,000 | +57.2% | 5,381,469 | +7.5% | 5.77% | +21.3% |
| Q1 2020 | $45,186,000 | -47.8% | 5,003,939 | +26.1% | 4.75% | -48.9% |
| Q4 2019 | $86,567,000 | +0.2% | 3,969,153 | +6.9% | 9.30% | -7.9% |
| Q3 2019 | $86,434,000 | -4.8% | 3,714,375 | +2.7% | 10.09% | -4.6% |
| Q2 2019 | $90,782,000 | +2.6% | 3,615,387 | +4.3% | 10.58% | -1.2% |
| Q1 2019 | $88,460,000 | +16.4% | 3,467,655 | +1.8% | 10.71% | -2.4% |
| Q4 2018 | $76,028,000 | -17.3% | 3,406,258 | +1.7% | 10.97% | -2.9% |
| Q3 2018 | $91,974,000 | +7.6% | 3,349,389 | +4.2% | 11.31% | +2.8% |
| Q2 2018 | $85,456,000 | +16.9% | 3,215,051 | +5.5% | 11.00% | +9.1% |
| Q1 2018 | $73,105,000 | -14.8% | 3,046,021 | -2.5% | 10.08% | -3.0% |
| Q4 2017 | $85,776,000 | +0.6% | 3,122,535 | +3.4% | 10.39% | -5.2% |
| Q3 2017 | $85,252,000 | +7.7% | 3,020,995 | +13.4% | 10.96% | -1.7% |
| Q2 2017 | $79,129,000 | -99.7% | 2,664,270 | +204.0% | 11.16% | +6.7% |
| Q4 2016 | $27,707,524,000 | +68.2% | 876,543 | +67.6% | 10.46% | +292.6% |
| Q3 2016 | $16,474,544,000 | +98009.5% | 523,001 | -0.9% | 2.66% | -10.2% |
| Q2 2016 | $16,792,000 | -99.9% | 527,879 | -6.9% | 2.97% | +5.0% |
| Q1 2016 | $15,357,844,000 | +93102.1% | 566,919 | -0.3% | 2.82% | -12.1% |
| Q4 2015 | $16,478,000 | -7.9% | 568,807 | -3.4% | 3.21% | -15.9% |
| Q3 2015 | $17,896,000 | -24.1% | 588,872 | -1.1% | 3.82% | -29.1% |
| Q2 2015 | $23,581,000 | -8.4% | 595,487 | -1.0% | 5.39% | -7.5% |
| Q1 2015 | $25,756,000 | -12.2% | 601,776 | -5.7% | 5.82% | -13.3% |
| Q4 2014 | $29,326,000 | -15.3% | 638,216 | -2.2% | 6.72% | -13.7% |
| Q3 2014 | $34,626,000 | -8.8% | 652,340 | -10.0% | 7.78% | -9.3% |
| Q2 2014 | $37,955,000 | +2.9% | 724,602 | -8.6% | 8.58% | -1.3% |
| Q1 2014 | $36,880,000 | -6.8% | 792,443 | -7.2% | 8.69% | -4.1% |
| Q4 2013 | $39,576,000 | -0.2% | 853,854 | -4.0% | 9.06% | -12.8% |
| Q3 2013 | $39,673,000 | -8.0% | 889,518 | -3.8% | 10.39% | -19.7% |
| Q2 2013 | $43,109,000 | – | 924,293 | – | 12.94% | – |
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% |