JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 3 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |