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 2021 | $417,819,000 | -78.5% | 22,995 | -76.8% | 0.07% | -79.4% |
| Q2 2021 | $1,944,229,000 | +14.7% | 98,943 | -3.2% | 0.33% | -0.9% |
| Q1 2021 | $1,695,116,000 | +6.8% | 102,177 | -10.6% | 0.33% | -1.5% |
| Q4 2020 | $1,587,849,000 | +31.3% | 114,316 | +1.9% | 0.33% | +16.8% |
| Q3 2020 | $1,209,763,000 | +6.9% | 112,223 | +30.9% | 0.29% | +7.9% |
| Q2 2020 | $1,131,689,000 | -12.4% | 85,734 | -40.0% | 0.26% | -31.0% |
| Q1 2020 | $1,291,335,000 | -3.9% | 143,005 | +132.1% | 0.38% | +14.6% |
| Q4 2019 | $1,343,670,000 | -30.4% | 61,608 | -25.7% | 0.34% | -42.2% |
| Q3 2019 | $1,930,153,000 | +2.7% | 82,946 | +10.9% | 0.58% | -6.0% |
| Q2 2019 | $1,878,905,000 | -7.5% | 74,827 | -6.0% | 0.62% | -15.8% |
| Q1 2019 | $2,030,519,000 | +13.4% | 79,597 | -0.8% | 0.73% | +2.1% |
| Q4 2018 | $1,791,046,000 | -28.9% | 80,244 | -10.5% | 0.72% | -14.6% |
| Q3 2018 | $2,520,452,000 | +120.5% | 89,632 | +88.2% | 0.84% | +139.6% |
| Q1 2018 | $1,142,832,000 | – | 47,618 | – | 0.35% | – |
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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% |