JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 176 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $654,834 | +107249.8% | 26,512 | -0.5% | 0.11% | +109.3% |
| Q2 2023 | $610 | +3.2% | 26,647 | 0.0% | 0.05% | +12.5% |
| Q1 2023 | $591 | -100.0% | 26,647 | -6.7% | 0.05% | -11.1% |
| Q4 2022 | $621,450,000 | +116058.9% | 28,572 | +7.2% | 0.05% | +3.8% |
| Q3 2022 | $535,000 | +18.1% | 26,647 | +23.1% | 0.05% | +36.8% |
| Q1 2022 | $453,000 | +17.4% | 21,647 | 0.0% | 0.04% | +15.2% |
| Q4 2021 | $386,000 | +267.6% | 21,647 | +86.1% | 0.03% | +57.1% |
| Q1 2020 | $105,000 | -65.7% | 11,630 | -17.0% | 0.02% | -60.4% |
| Q4 2019 | $306,000 | +43.0% | 14,020 | +52.2% | 0.05% | +29.3% |
| Q3 2019 | $214,000 | +2.4% | 9,213 | +10.8% | 0.04% | 0.0% |
| Q2 2019 | $209,000 | -5.0% | 8,314 | -3.4% | 0.04% | -10.9% |
| Q1 2019 | $220,000 | -9.1% | 8,605 | -2.4% | 0.05% | -14.8% |
| Q3 2018 | $242,000 | -15.1% | 8,820 | -17.7% | 0.05% | -20.6% |
| Q2 2018 | $285,000 | +8.8% | 10,721 | -1.9% | 0.07% | -21.8% |
| Q1 2018 | $262,000 | -44.6% | 10,928 | -36.5% | 0.09% | -43.5% |
| Q4 2017 | $473,000 | +16.8% | 17,203 | +15.2% | 0.15% | -36.4% |
| Q1 2016 | $405,000 | -80.4% | 14,932 | -61.6% | 0.24% | -84.5% |
| Q3 2014 | $2,065,000 | -36.9% | 38,911 | -37.7% | 1.56% | -38.8% |
| Q2 2014 | $3,273,000 | +203.3% | 62,488 | +169.6% | 2.55% | +154.4% |
| Q1 2014 | $1,079,000 | -33.7% | 23,178 | -34.0% | 1.00% | -37.6% |
| Q4 2013 | $1,627,000 | – | 35,112 | – | 1.60% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 911,842 | $9,830,000 | 5.39% |
| BRIGHTON JONES LLC | 5,829,814 | $62,845,000 | 4.34% |
| FORTEM FINANCIAL GROUP, LLC | 348,752 | $3,760,000 | 2.72% |
| MPS Loria Financial Planners, LLC | 386,964 | $4,171,000 | 2.16% |
| Sageworth Trust Co | 1,731,102 | $18,661,000 | 2.01% |
| Greytown Advisors Inc. | 209,866 | $2,262,000 | 1.86% |
| Wilshire Advisors LLC | 126,907 | $1,368,000 | 1.39% |
| NOESIS CAPITAL MANGEMENT CORP | 341,547 | $3,682,000,000 | 1.04% |
| NICOLET BANKSHARES INC | 257,896 | $2,780,000 | 0.96% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,277,855 | $13,775,000 | 0.95% |