JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 184 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,047,157 | +9.7% | 42,395 | +1.7% | 0.03% | +6.2% |
| Q2 2023 | $954,948 | +5.1% | 41,683 | +1.8% | 0.03% | +3.2% |
| Q1 2023 | $908,365 | +3.8% | 40,936 | +1.8% | 0.03% | -3.1% |
| Q4 2022 | $874,990 | +10.2% | 40,229 | +1.7% | 0.03% | -22.0% |
| Q3 2022 | $794,000 | +7.6% | 39,574 | +1.7% | 0.04% | +7.9% |
| Q2 2022 | $738,000 | -8.0% | 38,931 | +1.5% | 0.04% | 0.0% |
| Q1 2022 | $802,000 | +20.4% | 38,341 | +2.5% | 0.04% | +22.6% |
| Q4 2021 | $666,000 | -0.1% | 37,420 | +2.0% | 0.03% | -6.1% |
| Q3 2021 | $667,000 | -25.6% | 36,700 | -19.5% | 0.03% | -34.0% |
| Q2 2021 | $896,000 | +20.4% | 45,585 | +1.6% | 0.05% | +8.7% |
| Q1 2021 | $744,000 | +24.4% | 44,851 | +4.1% | 0.05% | +15.0% |
| Q4 2020 | $598,000 | +31.7% | 43,066 | +2.2% | 0.04% | +14.3% |
| Q3 2020 | $454,000 | -15.8% | 42,144 | +3.2% | 0.04% | -18.6% |
| Q2 2020 | $539,000 | -99.9% | 40,854 | +2.2% | 0.04% | +30.3% |
| Q1 2020 | $360,978,000 | +109619.8% | 39,975 | +164.8% | 0.03% | +32.0% |
| Q4 2019 | $329,000 | -4.4% | 15,095 | +2.2% | 0.02% | -16.7% |
| Q3 2019 | $344,000 | -5.2% | 14,765 | +2.0% | 0.03% | +3.4% |
| Q2 2019 | $363,000 | -0.3% | 14,471 | +1.4% | 0.03% | -6.5% |
| Q1 2019 | $364,000 | +21.7% | 14,275 | +6.5% | 0.03% | +6.9% |
| Q4 2018 | $299,000 | -18.1% | 13,406 | +0.8% | 0.03% | -9.4% |
| Q3 2018 | $365,000 | +5.2% | 13,296 | +1.8% | 0.03% | +3.2% |
| Q2 2018 | $347,000 | – | 13,066 | – | 0.03% | – |
Download | ||||||
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% |