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 | $260,909 | +6.0% | 10,563 | -1.7% | 0.01% | +11.1% |
| Q2 2023 | $246,193 | +3.2% | 10,746 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $238,456 | +2.0% | 10,746 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $233,728 | +3.4% | 10,746 | -4.8% | 0.01% | -11.1% |
| Q3 2022 | $226,000 | +5.6% | 11,283 | 0.0% | 0.01% | +28.6% |
| Q2 2022 | $214,000 | -9.3% | 11,283 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $236,000 | +67.4% | 11,283 | +5.6% | 0.01% | +16.7% |
| Q2 2020 | $141,000 | -51.0% | 10,687 | -19.1% | 0.01% | -50.0% |
| Q4 2019 | $288,000 | -10.0% | 13,213 | -4.0% | 0.01% | -20.0% |
| Q3 2019 | $320,000 | -32.5% | 13,768 | -27.1% | 0.02% | -37.5% |
| Q2 2019 | $474,000 | +130.1% | 18,886 | +263.0% | 0.02% | -14.3% |
| Q2 2015 | $206,000 | -29.5% | 5,203 | -23.9% | 0.03% | -28.2% |
| Q1 2015 | $292,000 | +9.0% | 6,833 | +17.3% | 0.04% | +11.4% |
| Q4 2014 | $268,000 | – | 5,827 | – | 0.04% | – |
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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% |