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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $802 | -99.8% | 37 | -99.8% | 0.00% | -100.0% |
| Q3 2017 | $504,000 | -60.6% | 17,850 | -58.5% | 0.26% | -67.5% |
| Q2 2017 | $1,279,000 | -26.4% | 43,063 | -20.0% | 0.81% | -26.3% |
| Q1 2017 | $1,738,000 | +3.6% | 53,799 | +1.3% | 1.10% | -3.1% |
| Q4 2016 | $1,678,000 | +1.9% | 53,088 | +1.6% | 1.13% | -5.7% |
| Q3 2016 | $1,647,000 | -18.1% | 52,273 | -17.3% | 1.20% | -37.8% |
| Q2 2016 | $2,012,000 | +14.8% | 63,236 | -2.2% | 1.93% | +53.9% |
| Q1 2016 | $1,752,000 | -6.6% | 64,680 | -0.1% | 1.25% | -7.2% |
| Q4 2015 | $1,875,000 | – | 64,735 | – | 1.35% | – |
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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% |