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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,681,106 | +97.3% | 68,059 | +83.1% | 0.00% | 0.0% |
| Q2 2023 | $851,873 | +2.4% | 37,180 | -0.9% | 0.00% | 0.0% |
| Q1 2023 | $832,248 | +1.9% | 37,503 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $816,720 | +9.3% | 37,554 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $747,000 | -10.5% | 37,201 | -15.4% | 0.00% | 0.0% |
| Q2 2022 | $835,000 | -19.3% | 43,992 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $1,035,000 | +66.7% | 43,968 | +26.3% | 0.00% | +100.0% |
| Q4 2021 | $621,000 | -38.8% | 34,812 | -37.5% | 0.00% | -50.0% |
| Q3 2021 | $1,014,000 | -11.4% | 55,739 | -4.4% | 0.00% | 0.0% |
| Q2 2021 | $1,144,000 | -43.8% | 58,281 | -52.4% | 0.00% | -60.0% |
| Q1 2021 | $2,034,000 | -17.1% | 122,551 | -30.6% | 0.01% | -28.6% |
| Q4 2020 | $2,454,000 | +42.3% | 176,684 | +11.1% | 0.01% | +40.0% |
| Q3 2020 | $1,724,000 | +2.0% | 158,961 | +24.2% | 0.01% | -16.7% |
| Q2 2020 | $1,690,000 | +44.3% | 127,976 | -1.1% | 0.01% | +20.0% |
| Q1 2020 | $1,171,000 | – | 129,373 | – | 0.01% | – |
Download | ||||||
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% |