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 | $14,569,577 | +5.0% | 589,861 | -2.6% | 0.04% | +5.4% |
| Q2 2023 | $13,878,016 | +100845.7% | 605,762 | -2.2% | 0.04% | -7.5% |
| Q1 2023 | $13,748 | +0.2% | 619,565 | -1.8% | 0.04% | -9.1% |
| Q4 2022 | $13,726 | -99.9% | 631,089 | -5.0% | 0.04% | -17.0% |
| Q3 2022 | $13,329,000 | +4.5% | 664,444 | -1.2% | 0.05% | +1.9% |
| Q2 2022 | $12,749,000 | -12.3% | 672,392 | -3.3% | 0.05% | -5.5% |
| Q1 2022 | $14,538,000 | +11.6% | 695,283 | -4.9% | 0.06% | 0.0% |
| Q4 2021 | $13,023,000 | -11.2% | 731,200 | -9.4% | 0.06% | -28.6% |
| Q3 2021 | $14,672,000 | -1.1% | 807,500 | +7.0% | 0.08% | -16.3% |
| Q2 2021 | $14,834,000 | +20.5% | 754,932 | +1.7% | 0.09% | +7.0% |
| Q1 2021 | $12,311,000 | +17.4% | 742,371 | -1.7% | 0.09% | +7.5% |
| Q4 2020 | $10,490,000 | -4.8% | 755,246 | -26.1% | 0.08% | -23.1% |
| Q3 2020 | $11,021,000 | -35.6% | 1,022,166 | -21.1% | 0.10% | -39.2% |
| Q2 2020 | $17,104,000 | +50.5% | 1,295,773 | +3.0% | 0.17% | +20.4% |
| Q1 2020 | $11,364,000 | -18.7% | 1,258,494 | +96.4% | 0.14% | -2.1% |
| Q4 2019 | $13,974,000 | +5.7% | 640,703 | +12.8% | 0.14% | -8.2% |
| Q3 2019 | $13,219,000 | +4.1% | 568,060 | +12.3% | 0.16% | +3.9% |
| Q2 2019 | $12,701,000 | -23.1% | 505,897 | -21.8% | 0.15% | -35.3% |
| Q1 2019 | $16,514,000 | -22.9% | 647,340 | -32.5% | 0.24% | -38.3% |
| Q4 2018 | $21,409,000 | +10.2% | 959,161 | +35.6% | 0.38% | -23.8% |
| Q3 2018 | $19,427,000 | -3.8% | 707,493 | -6.9% | 0.50% | -12.6% |
| Q2 2018 | $20,195,000 | -8.6% | 759,789 | -17.5% | 0.57% | -27.8% |
| Q1 2018 | $22,098,000 | -17.7% | 920,745 | -5.8% | 0.79% | -23.8% |
| Q4 2017 | $26,854,000 | +11.7% | 977,578 | +14.7% | 1.04% | -4.4% |
| Q3 2017 | $24,046,000 | +12.5% | 852,130 | +18.4% | 1.09% | +8.1% |
| Q2 2017 | $21,381,000 | -7.2% | 719,905 | +0.9% | 1.01% | +0.2% |
| Q1 2017 | $23,050,000 | +16.4% | 713,619 | +14.9% | 1.00% | +10.1% |
| Q4 2016 | $19,795,000 | +25.1% | 621,036 | +23.6% | 0.91% | +19.4% |
| Q3 2016 | $15,823,000 | -10.1% | 502,302 | -9.2% | 0.76% | -19.7% |
| Q2 2016 | $17,591,000 | +10.2% | 552,980 | -6.1% | 0.95% | +0.4% |
| Q1 2016 | $15,960,000 | -14.2% | 589,127 | -8.3% | 0.95% | -20.6% |
| Q4 2015 | $18,610,000 | +1.3% | 642,407 | +6.3% | 1.19% | +46.3% |
| Q3 2015 | $18,373,000 | +66.6% | 604,597 | +117.1% | 0.82% | +59.7% |
| Q2 2015 | $11,030,000 | -1.4% | 278,544 | +6.6% | 0.51% | -46.3% |
| Q1 2015 | $11,183,000 | +18.9% | 261,279 | +27.6% | 0.95% | +12.3% |
| Q4 2014 | $9,406,000 | +4.8% | 204,695 | +21.1% | 0.85% | -16.2% |
| Q3 2014 | $8,975,000 | +2.7% | 169,081 | +1.4% | 1.01% | +4.3% |
| Q2 2014 | $8,738,000 | +50.9% | 166,812 | +34.1% | 0.97% | +30.1% |
| Q1 2014 | $5,789,000 | +1.4% | 124,381 | +1.0% | 0.74% | +4.2% |
| Q4 2013 | $5,707,000 | +19.5% | 123,128 | +14.9% | 0.72% | -18.8% |
| Q3 2013 | $4,777,000 | +0.4% | 107,117 | +5.0% | 0.88% | -12.2% |
| Q2 2013 | $4,757,000 | – | 101,993 | – | 1.00% | – |
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% |