JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 176 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,807,497 | +0.4% | 73,178 | -6.9% | 1.44% | +1.9% |
| Q2 2023 | $1,799,901 | +0.5% | 78,564 | -2.7% | 1.42% | +8.2% |
| Q1 2023 | $1,791,310 | -1.4% | 80,726 | -3.4% | 1.31% | +2.5% |
| Q4 2022 | $1,817,517 | +3.2% | 83,564 | -4.9% | 1.28% | -6.1% |
| Q3 2022 | $1,762,000 | +8.4% | 87,854 | +2.4% | 1.36% | +4.8% |
| Q2 2022 | $1,626,000 | -4.8% | 85,779 | -8.8% | 1.30% | +16.0% |
| Q3 2021 | $1,708,000 | -14.0% | 94,024 | -7.0% | 1.12% | -8.9% |
| Q2 2021 | $1,987,000 | +11.7% | 101,118 | -5.7% | 1.23% | +0.2% |
| Q1 2021 | $1,779,000 | -87.0% | 107,261 | -58.4% | 1.23% | -50.4% |
| Q3 2014 | $13,689,000 | -10.3% | 257,900 | -11.5% | 2.48% | -10.1% |
| Q2 2014 | $15,256,000 | +9.9% | 291,250 | -2.3% | 2.75% | +7.2% |
| Q1 2014 | $13,881,000 | +3.4% | 298,250 | +3.0% | 2.57% | -0.2% |
| Q4 2013 | $13,421,000 | +3.1% | 289,550 | -0.8% | 2.57% | -14.1% |
| Q3 2013 | $13,014,000 | – | 291,800 | – | 3.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 911,842 | $9,830,000 | 5.39% |
| BRIGHTON JONES LLC | 5,829,814 | $62,845,000 | 4.34% |
| FORTEM FINANCIAL GROUP, LLC | 348,752 | $3,760,000 | 2.72% |
| MPS Loria Financial Planners, LLC | 386,964 | $4,171,000 | 2.16% |
| Sageworth Trust Co | 1,731,102 | $18,661,000 | 2.01% |
| Greytown Advisors Inc. | 209,866 | $2,262,000 | 1.86% |
| Wilshire Advisors LLC | 126,907 | $1,368,000 | 1.39% |
| NOESIS CAPITAL MANGEMENT CORP | 341,547 | $3,682,000,000 | 1.04% |
| NICOLET BANKSHARES INC | 257,896 | $2,780,000 | 0.96% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,277,855 | $13,775,000 | 0.95% |