Wealthspire Advisors, L.P. - JPMORGAN CHASE & CO ownership

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
Wealthspire Advisors, L.P. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2019$6,000
+20.0%
218
+1.9%
0.00%
Q4 2018$5,000
-87.8%
214
-85.8%
0.00%
-100.0%
Q3 2018$41,000
+5.1%
1,502
+1.3%
0.00%
-25.0%
Q2 2018$39,000
-23.5%
1,482
-29.9%
0.00%
-20.0%
Q1 2018$51,000
-65.3%
2,114
-60.5%
0.01%
-64.3%
Q4 2017$147,000
-87.3%
5,347
-87.0%
0.01%
-88.9%
Q3 2017$1,157,000
-0.6%
41,002
+4.6%
0.13%
-8.7%
Q2 2017$1,164,000
+623.0%
39,208
+684.8%
0.14%
+500.0%
Q1 2017$161,000
+8.1%
4,996
+5.6%
0.02%
+4.5%
Q4 2016$149,0000.0%4,7290.0%0.02%
-4.3%
Q3 2016$149,000
-0.7%
4,7290.0%0.02%
-8.0%
Q2 2016$150,000
+4.2%
4,729
-11.3%
0.02%0.0%
Q1 2016$144,000
-21.3%
5,329
-15.5%
0.02%
-26.5%
Q4 2015$183,0006,3050.03%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
BRIGHTON JONES LLC 6,639,884$110,156,0006.52%
Arlington Partners LLC 1,008,242$16,727,0006.12%
Advisory Services & Investments, LLC 217,236$3,604,0002.93%
Sageworth Trust Co 1,966,334$32,622,0002.71%
Rye Brook Capital LLC 216,800$3,597,0002.62%
FORTEM FINANCIAL GROUP, LLC 256,543$4,256,0002.46%
Parkside Financial Bank & Trust 328,278$5,446,0001.64%
Greytown Advisors Inc. 199,246$3,305,0001.64%
NOESIS CAPITAL MANGEMENT CORP 337,708$5,603,000,0001.26%
NICOLET BANKSHARES INC 271,951$4,512,0001.25%
View complete list of JPMORGAN CHASE & CO shareholders