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 | $20,496,837 | +8.4% | 829,831 | +0.6% | 0.01% | 0.0% |
| Q2 2023 | $18,906,416 | +7.0% | 825,247 | +3.7% | 0.01% | 0.0% |
| Q1 2023 | $17,661,557 | -1.5% | 795,924 | -3.4% | 0.01% | -6.7% |
| Q4 2022 | $17,922,631 | +2413.7% | 824,029 | +2217.5% | 0.02% | +1400.0% |
| Q3 2022 | $713,000 | +4.4% | 35,557 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $683,000 | +11.1% | 36,046 | +22.5% | 0.00% | 0.0% |
| Q1 2022 | $615,000 | +18.0% | 29,427 | +0.6% | 0.00% | – |
| Q4 2021 | $521,000 | -16.6% | 29,252 | -14.9% | 0.00% | -100.0% |
| Q3 2021 | $625,000 | -13.2% | 34,389 | -6.1% | 0.00% | 0.0% |
| Q2 2021 | $720,000 | +44.9% | 36,636 | +22.2% | 0.00% | 0.0% |
| Q1 2021 | $497,000 | -13.0% | 29,979 | -27.1% | 0.00% | 0.0% |
| Q4 2020 | $571,000 | +9.8% | 41,115 | -14.8% | 0.00% | 0.0% |
| Q3 2020 | $520,000 | -32.1% | 48,255 | -16.9% | 0.00% | 0.0% |
| Q2 2020 | $766,000 | +54.4% | 58,060 | +5.7% | 0.00% | 0.0% |
| Q1 2020 | $496,000 | -65.8% | 54,935 | -17.3% | 0.00% | -66.7% |
| Q4 2019 | $1,450,000 | -79.0% | 66,461 | -77.6% | 0.00% | -78.6% |
| Q3 2019 | $6,912,000 | -5.1% | 297,022 | +2.4% | 0.01% | -12.5% |
| Q2 2019 | $7,280,000 | -3.9% | 289,937 | -2.3% | 0.02% | -5.9% |
| Q1 2019 | $7,574,000 | +20.6% | 296,909 | +5.6% | 0.02% | 0.0% |
| Q4 2018 | $6,278,000 | -29.2% | 281,292 | -12.9% | 0.02% | -19.0% |
| Q3 2018 | $8,872,000 | +1.4% | 323,081 | -1.9% | 0.02% | -8.7% |
| Q2 2018 | $8,751,000 | +3.9% | 329,221 | -6.2% | 0.02% | 0.0% |
| Q1 2018 | $8,425,000 | -7.9% | 351,042 | +5.4% | 0.02% | -17.9% |
| Q4 2017 | $9,148,000 | +3.6% | 333,036 | +6.4% | 0.03% | -9.7% |
| Q3 2017 | $8,833,000 | 0.0% | 313,010 | +5.2% | 0.03% | -6.1% |
| Q2 2017 | $8,833,000 | -8.1% | 297,420 | -0.2% | 0.03% | -49.2% |
| Q1 2017 | $9,616,000 | -3.8% | 297,991 | -5.5% | 0.06% | -14.5% |
| Q4 2016 | $10,000,000 | +7.2% | 315,195 | +4.2% | 0.08% | -14.6% |
| Q3 2016 | $9,328,000 | -1.2% | 302,449 | +0.2% | 0.09% | +11.2% |
| Q2 2016 | $9,439,000 | -34.8% | 301,939 | -46.5% | 0.08% | +100.0% |
| Q1 2016 | $14,474,000 | -4.9% | 564,731 | +8.4% | 0.04% | -4.8% |
| Q4 2015 | $15,217,000 | +62.3% | 521,008 | +86.2% | 0.04% | -19.2% |
| Q3 2015 | $9,376,000 | -19.1% | 279,806 | -5.1% | 0.05% | -11.9% |
| Q2 2015 | $11,587,000 | -0.9% | 294,970 | +8.0% | 0.06% | -1.7% |
| Q1 2015 | $11,692,000 | -10.0% | 273,001 | -3.4% | 0.06% | -15.5% |
| Q4 2014 | $12,989,000 | -9.5% | 282,740 | +3.1% | 0.07% | -17.4% |
| Q3 2014 | $14,351,000 | +3.8% | 274,357 | +4.0% | 0.09% | +6.2% |
| Q2 2014 | $13,823,000 | +14.5% | 263,902 | +1.7% | 0.08% | +9.5% |
| Q1 2014 | $12,076,000 | -6.2% | 259,469 | -6.6% | 0.07% | -7.5% |
| Q4 2013 | $12,871,000 | -3.4% | 277,691 | -6.3% | 0.08% | -10.1% |
| Q3 2013 | $13,322,000 | -9.3% | 296,510 | -5.9% | 0.09% | -16.0% |
| Q2 2013 | $14,693,000 | – | 315,037 | – | 0.11% | – |
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% |