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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $227,000 | +8.1% | 1,629 | -82.0% | 0.06% | +3.4% |
| Q3 2019 | $210,000 | -11.0% | 9,041 | -1.5% | 0.06% | -6.5% |
| Q2 2019 | $236,000 | -21.9% | 9,181 | -22.4% | 0.06% | -25.3% |
| Q1 2019 | $302,000 | +13.5% | 11,825 | -0.9% | 0.08% | +1.2% |
| Q4 2018 | $266,000 | -23.1% | 11,935 | -5.3% | 0.08% | -9.9% |
| Q3 2018 | $346,000 | -59.7% | 12,600 | -61.0% | 0.09% | -61.6% |
| Q2 2018 | $858,000 | -23.8% | 32,288 | -31.2% | 0.24% | -30.3% |
| Q1 2018 | $1,126,000 | -25.6% | 46,907 | -14.8% | 0.34% | -24.8% |
| Q4 2017 | $1,513,000 | -10.9% | 55,084 | -8.5% | 0.45% | -21.5% |
| Q3 2017 | $1,699,000 | -5.2% | 60,214 | -0.2% | 0.58% | -4.6% |
| Q2 2017 | $1,793,000 | -12.1% | 60,363 | -4.4% | 0.60% | -14.4% |
| Q1 2017 | $2,040,000 | -2.9% | 63,159 | -5.0% | 0.71% | -12.8% |
| Q4 2016 | $2,102,000 | -7.5% | 66,510 | -7.8% | 0.81% | -16.9% |
| Q3 2016 | $2,272,000 | -10.7% | 72,138 | -9.8% | 0.98% | -21.3% |
| Q2 2016 | $2,545,000 | +15.0% | 80,000 | -2.1% | 1.24% | +15.5% |
| Q1 2016 | $2,214,000 | -34.3% | 81,733 | -29.7% | 1.07% | -34.0% |
| Q4 2015 | $3,368,000 | -31.4% | 116,264 | -28.0% | 1.62% | -33.3% |
| Q3 2015 | $4,909,000 | +94.0% | 161,527 | -50.2% | 2.44% | +92.5% |
| Q2 2015 | $2,530,000 | -80.4% | 324,318 | +7.5% | 1.26% | -79.9% |
| Q1 2015 | $12,913,000 | -30.3% | 301,712 | -25.2% | 6.28% | -35.4% |
| Q4 2014 | $18,527,000 | -13.2% | 403,200 | +0.3% | 9.72% | -18.4% |
| Q3 2014 | $21,333,000 | -10.0% | 401,908 | -11.2% | 11.91% | -11.5% |
| Q2 2014 | $23,701,000 | +98654.2% | 452,486 | +113021.5% | 13.46% | +103476.9% |
| Q1 2014 | $24,000 | -99.9% | 400 | -99.9% | 0.01% | -99.9% |
| Q4 2013 | $20,758,000 | +8.4% | 447,860 | +4.3% | 11.82% | -1.3% |
| Q3 2013 | $19,158,000 | -2.1% | 429,558 | +2.4% | 11.98% | -4.0% |
| Q2 2013 | $19,571,000 | – | 419,621 | – | 12.47% | – |
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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% |