JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 182 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.78 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,883,201 | +5.3% | 78,109 | +0.5% | 0.63% | +3.4% |
| Q2 2023 | $1,788,106 | -3.9% | 77,744 | -7.8% | 0.61% | -8.1% |
| Q1 2023 | $1,860,986 | -31.6% | 84,284 | -27.3% | 0.66% | -45.3% |
| Q4 2022 | $2,719,813 | +12.4% | 115,885 | -0.3% | 1.22% | -0.3% |
| Q3 2022 | $2,419,000 | +10.0% | 116,288 | +1.3% | 1.22% | +8.6% |
| Q2 2022 | $2,199,000 | -18.1% | 114,757 | -5.8% | 1.12% | -9.1% |
| Q1 2022 | $2,684,000 | +21.2% | 121,868 | +4.9% | 1.24% | +36.8% |
| Q4 2021 | $2,215,000 | +9.5% | 116,216 | +11.5% | 0.90% | +30.5% |
| Q3 2021 | $2,022,000 | +17.9% | 104,197 | +8.7% | 0.69% | +10.0% |
| Q2 2021 | $1,715,000 | -32.2% | 95,874 | -35.6% | 0.63% | -38.3% |
| Q1 2021 | $2,531,000 | +12.7% | 148,799 | +0.1% | 1.02% | +9.3% |
| Q4 2020 | $2,245,000 | +59.4% | 148,695 | +22.4% | 0.93% | +1.1% |
| Q3 2020 | $1,408,000 | +13.3% | 121,491 | +28.9% | 0.92% | +26.8% |
| Q2 2020 | $1,243,000 | – | 94,232 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |