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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $213,000 | +475.7% | 11,700 | +766.7% | 0.08% | +375.0% |
| Q3 2018 | $37,000 | -7.5% | 1,350 | -10.0% | 0.02% | -11.1% |
| Q2 2018 | $40,000 | +11.1% | 1,500 | 0.0% | 0.02% | +5.9% |
| Q1 2018 | $36,000 | -26.5% | 1,500 | -16.7% | 0.02% | -19.0% |
| Q4 2017 | $49,000 | -90.6% | 1,800 | -90.3% | 0.02% | -91.0% |
| Q3 2017 | $524,000 | -10.3% | 18,570 | -5.6% | 0.23% | -11.4% |
| Q2 2017 | $584,000 | -20.2% | 19,670 | -13.2% | 0.26% | -20.2% |
| Q1 2017 | $732,000 | +41.9% | 22,670 | +39.0% | 0.33% | +38.5% |
| Q4 2016 | $516,000 | -29.0% | 16,315 | -29.3% | 0.24% | -26.7% |
| Q3 2016 | $727,000 | -2.9% | 23,085 | -2.0% | 0.33% | +8.7% |
| Q2 2016 | $749,000 | +0.9% | 23,545 | -14.0% | 0.30% | -14.3% |
| Q1 2016 | $742,000 | -8.1% | 27,373 | -1.8% | 0.35% | +0.6% |
| Q4 2015 | $807,000 | -8.6% | 27,873 | -4.1% | 0.35% | -18.3% |
| Q3 2015 | $883,000 | -37.8% | 29,060 | -19.0% | 0.43% | -6.0% |
| Q2 2015 | $1,420,000 | +21.8% | 35,870 | +31.7% | 0.45% | +23.8% |
| Q1 2015 | $1,166,000 | – | 27,236 | – | 0.37% | – |
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% |