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 | $20,229 | +7.8% | 819 | 0.0% | 0.01% | +12.5% |
| Q2 2023 | $18,763 | +3.2% | 819 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $18,174 | -64.9% | 819 | -65.6% | 0.01% | -65.2% |
| Q4 2022 | $51,743 | -99.7% | 2,379 | +190.5% | 0.02% | +187.5% |
| Q3 2022 | $16,429,000 | -23.0% | 819 | -27.3% | 0.01% | -20.0% |
| Q2 2022 | $21,349,000 | -2.0% | 1,126 | -6.1% | 0.01% | 0.0% |
| Q3 2021 | $21,786,000 | -7.5% | 1,199 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $23,560,000 | +28.0% | 1,199 | -9.5% | 0.01% | +10.0% |
| Q4 2020 | $18,404,000 | +35.6% | 1,325 | +31.2% | 0.01% | +233.3% |
| Q3 2020 | $13,573,000 | +378.3% | 1,010 | +369.8% | 0.00% | +200.0% |
| Q2 2020 | $2,838,000 | +46.2% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,941,000 | -61.2% | 215 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $5,003,000 | – | 215 | – | 0.00% | – |
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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% |