JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 172 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,338 | -1.8% | 540 | -8.9% | 0.00% | 0.0% |
| Q2 2023 | $13,586 | +3.2% | 593 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,159 | +2.0% | 593 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,898 | -0.8% | 593 | -7.2% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | +8.3% | 639 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -7.7% | 639 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | +18.2% | 639 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $11,000 | -8.3% | 639 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $12,000 | -7.7% | 639 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | -51.9% | 639 | +26.5% | 0.00% | -83.3% |
| Q3 2014 | $27,000 | – | 505 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |