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 | $4,509,617 | -5.2% | 182,576 | -12.1% | 0.01% | -48.0% |
| Q2 2023 | $4,757,466 | -23.2% | 207,659 | -25.6% | 0.02% | +92.3% |
| Q1 2023 | $6,192,741 | +19.4% | 279,078 | +17.0% | 0.01% | +8.3% |
| Q4 2022 | $5,188,658 | -9.6% | 238,559 | -16.7% | 0.01% | -20.0% |
| Q3 2022 | $5,742,000 | +14.8% | 286,227 | +8.5% | 0.02% | +15.4% |
| Q2 2022 | $5,001,000 | +4.1% | 263,747 | +14.8% | 0.01% | +30.0% |
| Q1 2022 | $4,805,000 | +23.6% | 229,815 | +5.3% | 0.01% | +25.0% |
| Q4 2021 | $3,888,000 | -6.1% | 218,312 | -4.2% | 0.01% | -20.0% |
| Q3 2021 | $4,140,000 | +0.8% | 227,848 | +9.0% | 0.01% | -9.1% |
| Q2 2021 | $4,109,000 | +28.8% | 209,108 | +8.7% | 0.01% | +10.0% |
| Q1 2021 | $3,191,000 | +13.4% | 192,340 | -5.1% | 0.01% | +11.1% |
| Q4 2020 | $2,814,000 | +4.2% | 202,618 | -19.1% | 0.01% | -18.2% |
| Q3 2020 | $2,700,000 | -23.8% | 250,473 | -6.7% | 0.01% | -31.2% |
| Q2 2020 | $3,544,000 | -7.8% | 268,449 | -36.9% | 0.02% | -27.3% |
| Q1 2020 | $3,842,000 | -78.3% | 425,464 | -47.5% | 0.02% | -72.5% |
| Q4 2019 | $17,682,000 | -54.1% | 810,733 | -51.0% | 0.08% | -60.2% |
| Q3 2019 | $38,531,000 | -17.8% | 1,655,826 | -11.3% | 0.20% | -21.8% |
| Q2 2019 | $46,894,000 | -15.1% | 1,867,530 | -13.7% | 0.26% | -10.8% |
| Q1 2019 | $55,229,000 | +4.4% | 2,164,984 | -8.7% | 0.29% | -10.6% |
| Q4 2018 | $52,913,000 | -30.9% | 2,370,652 | -15.0% | 0.32% | -13.9% |
| Q3 2018 | $76,546,000 | -9.6% | 2,787,552 | -12.5% | 0.37% | -21.1% |
| Q2 2018 | $84,666,000 | +4191.2% | 3,185,281 | +3774.6% | 0.47% | +3546.2% |
| Q1 2018 | $1,973,000 | -35.0% | 82,209 | -25.6% | 0.01% | -35.0% |
| Q4 2017 | $3,036,000 | -85.3% | 110,509 | -84.9% | 0.02% | -86.5% |
| Q3 2017 | $20,602,000 | +19.0% | 730,044 | +25.2% | 0.15% | +13.0% |
| Q2 2017 | $17,315,000 | -17.7% | 582,986 | -10.5% | 0.13% | -19.6% |
| Q1 2017 | $21,048,000 | +53.4% | 651,638 | +49.6% | 0.16% | +27.3% |
| Q3 2016 | $13,721,000 | +92.5% | 435,573 | +94.4% | 0.13% | +85.5% |
| Q2 2016 | $7,127,000 | -33.6% | 224,051 | -43.5% | 0.07% | -33.0% |
| Q1 2016 | $10,737,000 | -7.5% | 396,370 | -1.1% | 0.10% | -13.4% |
| Q4 2015 | $11,612,000 | +105.1% | 400,818 | +115.1% | 0.12% | +67.6% |
| Q3 2015 | $5,663,000 | -13.0% | 186,334 | +22.5% | 0.07% | -4.1% |
| Q1 2015 | $6,508,000 | -42.2% | 152,066 | -37.9% | 0.07% | -44.8% |
| Q4 2014 | $11,258,000 | +83.2% | 245,018 | +111.6% | 0.13% | +69.6% |
| Q3 2014 | $6,146,000 | – | 115,788 | – | 0.08% | – |
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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% |