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 2016 | $45,000 | -16.7% | 1,424 | -17.4% | 0.01% | -18.2% |
| Q3 2016 | $54,000 | -1.8% | 1,724 | 0.0% | 0.01% | -8.3% |
| Q2 2016 | $55,000 | -61.5% | 1,724 | -67.4% | 0.01% | -62.5% |
| Q1 2016 | $143,000 | -12.3% | 5,291 | -6.0% | 0.03% | -20.0% |
| Q4 2015 | $163,000 | -3.6% | 5,629 | +1.4% | 0.04% | -11.1% |
| Q3 2015 | $169,000 | -22.5% | 5,551 | +1.0% | 0.04% | -19.6% |
| Q2 2015 | $218,000 | +10.1% | 5,494 | +18.9% | 0.06% | +12.0% |
| Q1 2015 | $198,000 | -22.7% | 4,622 | -16.9% | 0.05% | -27.5% |
| Q4 2014 | $256,000 | -12.3% | 5,562 | +1.3% | 0.07% | -22.5% |
| Q3 2014 | $292,000 | +2820.0% | 5,492 | +2646.0% | 0.09% | +2866.7% |
| Q2 2014 | $10,000 | +11.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $9,000 | -67.9% | 200 | -66.7% | 0.00% | -70.0% |
| Q4 2013 | $28,000 | +3.7% | 600 | 0.0% | 0.01% | -9.1% |
| Q3 2013 | $27,000 | -3.6% | 600 | 0.0% | 0.01% | -15.4% |
| Q2 2013 | $28,000 | +3.7% | 600 | 0.0% | 0.01% | -7.1% |
| Q1 2013 | $27,000 | +17.4% | 600 | 0.0% | 0.01% | -6.7% |
| Q4 2012 | $23,000 | – | 600 | – | 0.02% | – |
Download | ||||||
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% |