JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 176 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $913,216 | +1.0% | 39,861 | -2.2% | 0.01% | -22.2% |
| Q1 2023 | $903,998 | +56.1% | 40,739 | +33.5% | 0.02% | -14.3% |
| Q2 2022 | $579,000 | +83.8% | 30,513 | +72.5% | 0.02% | +50.0% |
| Q4 2021 | $315,000 | -24.5% | 17,693 | -16.6% | 0.01% | +7.7% |
| Q2 2021 | $417,000 | +165.6% | 21,226 | +87.6% | 0.01% | +225.0% |
| Q4 2020 | $157,000 | -69.2% | 11,313 | -51.6% | 0.00% | +33.3% |
| Q4 2019 | $510,000 | -51.3% | 23,392 | -48.0% | 0.00% | -70.0% |
| Q3 2019 | $1,048,000 | +241.4% | 45,024 | +251.9% | 0.01% | +400.0% |
| Q1 2018 | $307,000 | -13.3% | 12,795 | +16.8% | 0.00% | -97.1% |
| Q1 2017 | $354,000 | – | 10,952 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 911,842 | $9,830,000 | 5.39% |
| BRIGHTON JONES LLC | 5,829,814 | $62,845,000 | 4.34% |
| FORTEM FINANCIAL GROUP, LLC | 348,752 | $3,760,000 | 2.72% |
| MPS Loria Financial Planners, LLC | 386,964 | $4,171,000 | 2.16% |
| Sageworth Trust Co | 1,731,102 | $18,661,000 | 2.01% |
| Greytown Advisors Inc. | 209,866 | $2,262,000 | 1.86% |
| Wilshire Advisors LLC | 126,907 | $1,368,000 | 1.39% |
| NOESIS CAPITAL MANGEMENT CORP | 341,547 | $3,682,000,000 | 1.04% |
| NICOLET BANKSHARES INC | 257,896 | $2,780,000 | 0.96% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,277,855 | $13,775,000 | 0.95% |