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 | $281,309 | +13.9% | 11,389 | +5.7% | 0.07% | +17.5% |
| Q2 2023 | $246,879 | +3.2% | 10,776 | 0.0% | 0.06% | +10.5% |
| Q1 2023 | $239,120 | -37.0% | 10,776 | -38.2% | 0.06% | -37.4% |
| Q4 2022 | $379,364 | +9.0% | 17,442 | +0.7% | 0.09% | -8.1% |
| Q3 2022 | $348,000 | +6.4% | 17,328 | +0.5% | 0.10% | -4.8% |
| Q2 2022 | $327,000 | -9.2% | 17,238 | 0.0% | 0.10% | +7.2% |
| Q1 2022 | $360,000 | +17.3% | 17,238 | 0.0% | 0.10% | +18.3% |
| Q4 2021 | $307,000 | +7.7% | 17,238 | +9.9% | 0.08% | -3.5% |
| Q3 2021 | $285,000 | -5.9% | 15,688 | +1.8% | 0.08% | -5.6% |
| Q2 2021 | $303,000 | +20.2% | 15,413 | +1.6% | 0.09% | +13.9% |
| Q1 2021 | $252,000 | +42.4% | 15,173 | +19.1% | 0.08% | +36.2% |
| Q4 2020 | $177,000 | +19.6% | 12,745 | -7.4% | 0.06% | +23.4% |
| Q3 2020 | $148,000 | -18.7% | 13,770 | 0.0% | 0.05% | +17.5% |
| Q2 2020 | $182,000 | +25.5% | 13,770 | -14.1% | 0.04% | -9.1% |
| Q1 2020 | $145,000 | -63.7% | 16,026 | -12.4% | 0.04% | -74.9% |
| Q4 2019 | $399,000 | +22.4% | 18,291 | +30.5% | 0.18% | +6.7% |
| Q3 2019 | $326,000 | -10.4% | 14,015 | -3.4% | 0.16% | -13.2% |
| Q2 2019 | $364,000 | +7.1% | 14,515 | +8.9% | 0.19% | +5.6% |
| Q1 2019 | $340,000 | -23.8% | 13,330 | -17.9% | 0.18% | -20.4% |
| Q4 2018 | $446,000 | 0.0% | 16,230 | 0.0% | 0.22% | 0.0% |
| Q3 2018 | $446,000 | +4.7% | 16,230 | +1.2% | 0.22% | -2.2% |
| Q2 2018 | $426,000 | +13.3% | 16,030 | +2.4% | 0.23% | +6.0% |
| Q1 2018 | $376,000 | +6.8% | 15,650 | +22.2% | 0.22% | +5.9% |
| Q4 2017 | $352,000 | -2.5% | 12,805 | 0.0% | 0.20% | -6.8% |
| Q3 2017 | $361,000 | -5.0% | 12,805 | 0.0% | 0.22% | -9.5% |
| Q2 2017 | $380,000 | -8.2% | 12,805 | 0.0% | 0.24% | -12.9% |
| Q1 2017 | $414,000 | +14.7% | 12,805 | +12.1% | 0.28% | +15.3% |
| Q4 2016 | $361,000 | – | 11,420 | – | 0.24% | – |
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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% |