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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,465,000 | +12.0% | 135,514 | +7.2% | 1.05% | +1.1% |
| Q4 2018 | $3,093,000 | -11.9% | 126,451 | -1.1% | 1.04% | -6.9% |
| Q3 2018 | $3,511,000 | +6.2% | 127,872 | +1.4% | 1.12% | +2.0% |
| Q2 2018 | $3,305,000 | +3.7% | 126,128 | +1.9% | 1.10% | +1.6% |
| Q1 2018 | $3,187,000 | -10.0% | 123,769 | +4.0% | 1.08% | -9.1% |
| Q4 2017 | $3,540,000 | +4.9% | 119,036 | -0.5% | 1.19% | -1.3% |
| Q3 2017 | $3,376,000 | -3.8% | 119,621 | +2.7% | 1.20% | -8.2% |
| Q2 2017 | $3,510,000 | -28.8% | 116,527 | -23.6% | 1.31% | -32.2% |
| Q1 2017 | $4,929,000 | +7.7% | 152,599 | +5.4% | 1.93% | -0.6% |
| Q4 2016 | $4,575,000 | +3.8% | 144,733 | +3.4% | 1.94% | +3.1% |
| Q3 2016 | $4,407,000 | -0.3% | 139,909 | +0.7% | 1.88% | -6.6% |
| Q2 2016 | $4,421,000 | +20.2% | 138,971 | +2.4% | 2.02% | +15.8% |
| Q1 2016 | $3,677,000 | -3.0% | 135,721 | +3.7% | 1.74% | -4.4% |
| Q4 2015 | $3,792,000 | +16.0% | 130,892 | +21.7% | 1.82% | +18.5% |
| Q3 2015 | $3,269,000 | -24.3% | 107,567 | -2.8% | 1.54% | -23.2% |
| Q2 2015 | $4,316,000 | -11.6% | 110,626 | -3.0% | 2.00% | -13.7% |
| Q1 2015 | $4,883,000 | +4.8% | 114,095 | +2.4% | 2.32% | -0.0% |
| Q4 2014 | $4,658,000 | -17.2% | 111,436 | -1.3% | 2.32% | -21.8% |
| Q3 2014 | $5,625,000 | – | 112,881 | – | 2.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGHTON JONES LLC | 6,639,884 | $110,156,000 | 6.52% |
| Arlington Partners LLC | 1,008,242 | $16,727,000 | 6.12% |
| Advisory Services & Investments, LLC | 217,236 | $3,604,000 | 2.93% |
| Sageworth Trust Co | 1,966,334 | $32,622,000 | 2.71% |
| Rye Brook Capital LLC | 216,800 | $3,597,000 | 2.62% |
| FORTEM FINANCIAL GROUP, LLC | 256,543 | $4,256,000 | 2.46% |
| Parkside Financial Bank & Trust | 328,278 | $5,446,000 | 1.64% |
| Greytown Advisors Inc. | 199,246 | $3,305,000 | 1.64% |
| NOESIS CAPITAL MANGEMENT CORP | 337,708 | $5,603,000,000 | 1.26% |
| NICOLET BANKSHARES INC | 271,951 | $4,512,000 | 1.25% |