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 | $1,057,160 | +115.6% | 42,800 | +100.0% | 0.07% | +11.7% |
| Q2 2023 | $490,274 | -48.2% | 21,400 | -50.0% | 0.06% | -1.6% |
| Q1 2023 | $946,094 | +109.1% | 42,800 | +105.8% | 0.06% | +1.7% |
| Q4 2022 | $452,400 | -2.9% | 20,800 | +2.0% | 0.06% | 0.0% |
| Q3 2022 | $466,000 | +9.1% | 20,400 | +3.8% | 0.06% | +13.2% |
| Q2 2022 | $427,000 | +8.9% | 19,650 | +1.8% | 0.05% | +1.9% |
| Q1 2022 | $392,000 | +16.0% | 19,300 | +1.7% | 0.05% | +36.8% |
| Q4 2021 | $338,000 | +8.3% | 18,975 | +19.0% | 0.04% | +8.6% |
| Q3 2021 | $312,000 | +12.2% | 15,950 | +1.6% | 0.04% | +9.4% |
| Q2 2021 | $278,000 | +16.8% | 15,700 | +16.3% | 0.03% | +10.3% |
| Q1 2021 | $238,000 | +25.3% | 13,500 | +9.8% | 0.03% | +16.0% |
| Q4 2020 | $190,000 | -17.7% | 12,300 | +54.3% | 0.02% | -63.8% |
| Q4 2015 | $231,000 | -93.7% | 7,972 | -93.4% | 0.07% | -94.4% |
| Q3 2015 | $3,679,000 | -29.6% | 121,047 | -8.3% | 1.22% | -25.5% |
| Q2 2015 | $5,225,000 | – | 131,948 | – | 1.64% | – |
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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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |