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
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 911,842 | $9,830,000 | 5.39% |
| BRIGHTON JONES LLC | 5,829,814 | $62,845,000 | 4.34% |
| FORTEM FINANCIAL GROUP, LLC | 348,752 | $3,760,000 | 2.72% |
| MPS Loria Financial Planners, LLC | 386,964 | $4,171,000 | 2.16% |
| Sageworth Trust Co | 1,731,102 | $18,661,000 | 2.01% |
| Greytown Advisors Inc. | 209,866 | $2,262,000 | 1.86% |
| Wilshire Advisors LLC | 126,907 | $1,368,000 | 1.39% |
| NOESIS CAPITAL MANGEMENT CORP | 341,547 | $3,682,000,000 | 1.04% |
| NICOLET BANKSHARES INC | 257,896 | $2,780,000 | 0.96% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,277,855 | $13,775,000 | 0.95% |