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 | $732,133 | +41.9% | 29,641 | +27.5% | 0.05% | +20.0% |
| Q1 2023 | $516,051 | +29.2% | 23,256 | +26.6% | 0.04% | +21.2% |
| Q4 2022 | $399,461 | +24.1% | 18,366 | +14.5% | 0.03% | -2.9% |
| Q3 2022 | $322,000 | +9.2% | 16,041 | +3.2% | 0.03% | +25.9% |
| Q2 2022 | $295,000 | +38.5% | 15,543 | +32.5% | 0.03% | +50.0% |
| Q3 2021 | $213,000 | -28.8% | 11,730 | -22.9% | 0.02% | -30.8% |
| Q2 2021 | $299,000 | -51.9% | 15,207 | -37.6% | 0.03% | -92.3% |
| Q1 2019 | $622,000 | -44.1% | 24,379 | -51.1% | 0.34% | -54.8% |
| Q4 2018 | $1,113,000 | – | 49,870 | – | 0.74% | – |
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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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |