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 2023 | $408,340 | +7.8% | 16,532 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $378,748 | +3.2% | 16,532 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $366,845 | -1.8% | 16,532 | -3.7% | 0.01% | +11.1% |
| Q4 2022 | $373,404 | -15.7% | 17,168 | -22.2% | 0.01% | -25.0% |
| Q3 2022 | $443,000 | +3.7% | 22,069 | -2.1% | 0.01% | +9.1% |
| Q2 2022 | $427,000 | -9.3% | 22,543 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $471,000 | +17.5% | 22,543 | 0.0% | 0.01% | +22.2% |
| Q4 2021 | $401,000 | -2.2% | 22,543 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $410,000 | -22.9% | 22,543 | -16.7% | 0.01% | -23.1% |
| Q2 2021 | $532,000 | +18.5% | 27,066 | 0.0% | 0.01% | +8.3% |
| Q1 2021 | $449,000 | +19.4% | 27,066 | 0.0% | 0.01% | +9.1% |
| Q4 2020 | $376,000 | -50.0% | 27,066 | -21.5% | 0.01% | -63.3% |
| Q4 2019 | $752,000 | +3.6% | 34,478 | +10.5% | 0.03% | -3.2% |
| Q3 2019 | $726,000 | -5.7% | 31,202 | +1.7% | 0.03% | -6.1% |
| Q2 2019 | $770,000 | -36.6% | 30,683 | -35.5% | 0.03% | -40.0% |
| Q1 2019 | $1,214,000 | +200.5% | 47,586 | +162.6% | 0.06% | +161.9% |
| Q4 2018 | $404,000 | -94.8% | 18,119 | -93.6% | 0.02% | -93.9% |
| Q3 2018 | $7,765,000 | +3.6% | 282,761 | +0.3% | 0.35% | +3.9% |
| Q2 2018 | $7,493,000 | +13.5% | 281,906 | +2.5% | 0.33% | +20.1% |
| Q1 2018 | $6,604,000 | +20.6% | 275,149 | +38.1% | 0.28% | +13.0% |
| Q4 2017 | $5,474,000 | +20.9% | 199,287 | +19.2% | 0.25% | -36.6% |
| Q1 2016 | $4,527,000 | -1.9% | 167,122 | +4.9% | 0.39% | +0.8% |
| Q4 2015 | $4,614,000 | +1838.7% | 159,283 | +2772.6% | 0.38% | +1275.0% |
| Q1 2015 | $238,000 | -47.2% | 5,545 | -43.5% | 0.03% | -65.4% |
| Q4 2014 | $451,000 | -55.5% | 9,811 | -48.6% | 0.08% | -66.0% |
| Q3 2014 | $1,014,000 | +227.1% | 19,105 | +223.2% | 0.24% | +131.1% |
| Q2 2014 | $310,000 | – | 5,912 | – | 0.10% | – |
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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% |