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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,496,732 | +882.3% | 108,980 | +851.5% | 0.00% | – |
| Q1 2023 | $254,164 | -86.2% | 11,454 | -86.5% | 0.00% | -100.0% |
| Q4 2022 | $1,845,400 | +181.7% | 84,846 | +159.6% | 0.00% | – |
| Q3 2022 | $655,000 | +125.9% | 32,689 | +113.4% | 0.00% | – |
| Q2 2022 | $290,000 | -83.5% | 15,318 | -81.8% | 0.00% | -100.0% |
| Q1 2022 | $1,761,000 | -9.5% | 84,200 | -22.9% | 0.00% | – |
| Q4 2021 | $1,946,000 | +257.1% | 109,267 | +264.1% | 0.00% | – |
| Q3 2021 | $545,000 | -26.8% | 30,012 | -20.9% | 0.00% | – |
| Q2 2021 | $745,000 | -19.3% | 37,920 | -31.8% | 0.00% | – |
| Q1 2021 | $923,000 | -39.8% | 55,588 | -49.6% | 0.00% | – |
| Q4 2020 | $1,532,000 | -83.3% | 110,225 | -87.1% | 0.00% | -100.0% |
| Q3 2020 | $9,192,000 | +3136.6% | 852,787 | +3866.5% | 0.01% | – |
| Q2 2020 | $284,000 | -83.1% | 21,500 | -88.5% | 0.00% | -100.0% |
| Q1 2020 | $1,681,000 | -67.3% | 186,212 | -20.9% | 0.00% | -75.0% |
| Q4 2019 | $5,135,000 | -33.6% | 235,429 | -29.1% | 0.01% | -33.3% |
| Q3 2019 | $7,729,000 | +3.9% | 332,118 | +12.1% | 0.01% | -7.7% |
| Q2 2019 | $7,442,000 | +23.8% | 296,361 | +25.8% | 0.01% | +30.0% |
| Q1 2019 | $6,010,000 | -56.6% | 235,577 | -62.0% | 0.01% | -65.5% |
| Q4 2018 | $13,848,000 | +84.3% | 620,479 | +126.8% | 0.03% | +107.1% |
| Q3 2018 | $7,515,000 | -47.3% | 273,639 | -49.0% | 0.01% | -57.6% |
| Q2 2018 | $14,253,000 | -75.3% | 536,244 | -77.7% | 0.03% | -77.9% |
| Q1 2018 | $57,627,000 | +191.8% | 2,401,110 | +234.0% | 0.15% | +161.4% |
| Q4 2017 | $19,746,000 | -47.7% | 718,822 | -46.2% | 0.06% | -53.3% |
| Q3 2017 | $37,739,000 | +59.3% | 1,337,304 | +67.6% | 0.12% | +47.0% |
| Q2 2017 | $23,695,000 | +262.1% | 797,837 | +293.8% | 0.08% | +186.2% |
| Q1 2017 | $6,543,000 | -71.0% | 202,600 | -71.6% | 0.03% | -70.4% |
| Q4 2016 | $22,524,000 | -47.1% | 712,559 | -47.2% | 0.10% | -51.7% |
| Q3 2016 | $42,548,000 | +40.9% | 1,350,713 | +42.3% | 0.20% | +35.3% |
| Q2 2016 | $30,194,000 | -29.0% | 949,195 | -39.5% | 0.15% | -37.2% |
| Q1 2016 | $42,520,000 | +0.2% | 1,569,568 | +7.2% | 0.24% | -9.5% |
| Q4 2015 | $42,429,000 | +209.0% | 1,464,580 | +224.1% | 0.26% | +207.0% |
| Q3 2015 | $13,731,000 | +126.4% | 451,833 | +195.0% | 0.09% | +115.0% |
| Q2 2015 | $6,066,000 | -73.2% | 153,180 | -71.1% | 0.04% | -77.3% |
| Q1 2015 | $22,650,000 | +15.5% | 529,218 | +24.0% | 0.18% | +18.9% |
| Q4 2014 | $19,613,000 | +159.7% | 426,839 | +200.0% | 0.15% | +92.2% |
| Q3 2014 | $7,552,000 | +316.1% | 142,269 | +310.5% | 0.08% | +234.8% |
| Q2 2014 | $1,815,000 | -84.6% | 34,657 | -86.3% | 0.02% | -82.3% |
| Q1 2014 | $11,769,000 | – | 252,872 | – | 0.13% | – |
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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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |