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 | $296,894 | +24.3% | 12,020 | +15.3% | 0.01% | +25.0% |
| Q2 2023 | $238,768 | +19.3% | 10,422 | +15.5% | 0.00% | +33.3% |
| Q1 2023 | $200,198 | +22.4% | 9,022 | +19.9% | 0.00% | 0.0% |
| Q4 2022 | $163,604 | +8.3% | 7,522 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $151,000 | +4.9% | 7,522 | -0.6% | 0.00% | 0.0% |
| Q2 2022 | $144,000 | -5.3% | 7,569 | +4.4% | 0.00% | +50.0% |
| Q1 2022 | $152,000 | +58.3% | 7,249 | +34.6% | 0.00% | +100.0% |
| Q4 2021 | $96,000 | +23.1% | 5,385 | +25.1% | 0.00% | 0.0% |
| Q3 2021 | $78,000 | -7.1% | 4,304 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $84,000 | -100.0% | 4,295 | -64.4% | 0.00% | -50.0% |
| Q1 2021 | $200,174,000 | +444731.1% | 12,066 | +270.0% | 0.00% | +100.0% |
| Q4 2020 | $45,000 | +28.6% | 3,261 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $35,000 | -18.6% | 3,261 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $43,000 | +330.0% | 3,261 | +187.1% | 0.00% | – |
| Q1 2020 | $10,000 | -83.3% | 1,136 | -58.7% | 0.00% | -100.0% |
| Q4 2019 | $60,000 | -9.1% | 2,753 | -4.0% | 0.00% | 0.0% |
| Q3 2019 | $66,000 | +247.4% | 2,868 | +269.1% | 0.00% | +100.0% |
| Q2 2019 | $19,000 | +850.0% | 777 | +753.8% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q2 2017 | $2,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q1 2017 | $2,000 | – | 91 | – | 0.00% | – |
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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |