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 | $2,290 | +76.7% | 92,717 | +63.8% | 0.40% | +70.9% |
| Q2 2023 | $1,296 | +61.2% | 56,587 | +53.1% | 0.24% | +104.3% |
| Q4 2022 | $804 | -99.9% | 36,951 | +5.1% | 0.12% | +34.9% |
| Q3 2022 | $706,000 | +46.8% | 35,174 | +38.5% | 0.09% | +95.5% |
| Q2 2022 | $481,000 | +46.6% | 25,393 | +61.7% | 0.04% | +76.0% |
| Q1 2022 | $328,000 | -67.2% | 15,705 | -72.0% | 0.02% | -69.9% |
| Q4 2021 | $999,000 | -45.4% | 56,074 | -44.3% | 0.08% | -32.5% |
| Q3 2021 | $1,831,000 | +121.1% | 100,757 | +139.0% | 0.12% | +98.4% |
| Q2 2021 | $828,000 | +37.5% | 42,151 | +16.2% | 0.06% | +59.0% |
| Q1 2021 | $602,000 | -35.5% | 36,259 | -46.1% | 0.04% | -7.1% |
| Q4 2020 | $934,000 | -42.5% | 67,270 | -55.3% | 0.04% | -75.7% |
| Q3 2020 | $1,624,000 | +95.0% | 150,611 | +138.8% | 0.17% | +60.2% |
| Q2 2020 | $833,000 | -51.5% | 63,071 | -66.8% | 0.11% | -69.7% |
| Q1 2020 | $1,716,000 | -70.4% | 190,009 | -28.4% | 0.36% | -34.6% |
| Q4 2019 | $5,788,000 | -28.6% | 265,392 | -23.9% | 0.55% | -31.8% |
| Q3 2019 | $8,111,000 | -1.1% | 348,545 | +6.8% | 0.80% | -4.0% |
| Q2 2019 | $8,198,000 | +39.7% | 326,489 | +42.0% | 0.83% | +89.3% |
| Q1 2019 | $5,867,000 | -0.1% | 229,979 | -12.6% | 0.44% | -2.9% |
| Q4 2018 | $5,870,000 | -25.1% | 262,993 | -7.9% | 0.45% | +12.7% |
| Q3 2018 | $7,840,000 | +10.0% | 285,506 | +6.5% | 0.40% | +10.7% |
| Q2 2018 | $7,125,000 | +7.9% | 268,065 | -2.6% | 0.36% | -6.2% |
| Q1 2018 | $6,606,000 | -34.2% | 275,264 | -24.7% | 0.39% | -57.2% |
| Q4 2017 | $10,040,000 | -51.7% | 365,495 | -50.4% | 0.90% | -74.0% |
| Q3 2017 | $20,796,000 | -6.8% | 736,914 | -1.9% | 3.48% | -35.3% |
| Q2 2017 | $22,311,000 | -7.9% | 751,196 | +0.2% | 5.37% | -40.1% |
| Q1 2017 | $24,224,000 | +46.1% | 749,968 | +43.0% | 8.97% | +3.4% |
| Q4 2016 | $16,579,000 | +137.9% | 524,477 | +137.0% | 8.67% | +75.8% |
| Q3 2016 | $6,970,000 | +111.5% | 221,273 | +113.5% | 4.93% | +21.6% |
| Q2 2016 | $3,296,000 | – | 103,623 | – | 4.06% | – |
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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% |