JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 182 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.78 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,367,549 | +9.4% | 136,338 | +1.4% | 0.81% | +14.2% |
| Q2 2023 | $3,079,448 | +6.0% | 134,415 | +2.7% | 0.71% | +0.3% |
| Q1 2023 | $2,904,538 | +23.8% | 130,894 | +21.3% | 0.71% | +16.0% |
| Q4 2022 | $2,346,499 | +10.6% | 107,885 | +2.0% | 0.61% | +1.3% |
| Q3 2022 | $2,121,000 | +7.9% | 105,723 | +2.0% | 0.60% | +12.3% |
| Q2 2022 | $1,966,000 | -3.6% | 103,698 | +6.3% | 0.54% | +13.5% |
| Q1 2022 | $2,040,000 | +29.0% | 97,544 | +9.9% | 0.47% | +29.9% |
| Q4 2021 | $1,581,000 | +5.4% | 88,767 | +7.5% | 0.36% | -1.4% |
| Q3 2021 | $1,500,000 | +29.6% | 82,542 | +40.2% | 0.37% | +28.5% |
| Q2 2021 | $1,157,000 | +35.3% | 58,883 | +14.3% | 0.29% | +39.1% |
| Q1 2021 | $855,000 | +131.7% | 51,535 | +94.2% | 0.21% | +115.6% |
| Q4 2020 | $369,000 | -66.5% | 26,532 | -33.8% | 0.10% | -74.1% |
| Q3 2018 | $1,100,000 | -2.8% | 40,057 | -5.9% | 0.37% | -9.7% |
| Q2 2018 | $1,132,000 | +3.7% | 42,570 | -6.5% | 0.41% | +2.5% |
| Q1 2018 | $1,092,000 | -17.5% | 45,515 | -5.5% | 0.40% | -17.1% |
| Q4 2017 | $1,323,000 | -14.3% | 48,163 | -12.0% | 0.48% | -12.5% |
| Q3 2017 | $1,544,000 | +2.5% | 54,722 | +7.9% | 0.55% | -1.1% |
| Q2 2017 | $1,506,000 | -6.7% | 50,703 | +1.4% | 0.56% | -8.7% |
| Q1 2017 | $1,615,000 | +3.0% | 50,012 | +0.8% | 0.61% | -2.4% |
| Q4 2016 | $1,568,000 | +3.6% | 49,617 | +3.3% | 0.63% | -1.4% |
| Q3 2016 | $1,513,000 | -2.6% | 48,018 | -1.7% | 0.64% | -7.4% |
| Q2 2016 | $1,554,000 | +122.3% | 48,839 | +89.3% | 0.69% | +107.6% |
| Q1 2016 | $699,000 | +72.6% | 25,798 | +84.7% | 0.33% | +66.3% |
| Q4 2015 | $405,000 | – | 13,967 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |