JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 184 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,783 | +11.4% | 16,307 | +3.3% | 0.03% | -6.1% |
| Q2 2023 | $361,657 | +1.7% | 15,786 | -1.5% | 0.03% | +43.5% |
| Q1 2023 | $355,506 | -24.4% | 16,021 | -62.2% | 0.02% | -51.1% |
| Q4 2022 | $470,082 | -37.7% | 42,404 | +2.3% | 0.05% | +62.1% |
| Q3 2022 | $754,000 | +2332.3% | 41,441 | +2800.0% | 0.03% | +123.1% |
| Q4 2018 | $31,000 | -8.8% | 1,429 | 0.0% | 0.01% | -18.8% |
| Q1 2018 | $34,000 | +30.8% | 1,429 | +53.8% | 0.02% | +33.3% |
| Q4 2017 | $26,000 | – | 929 | – | 0.01% | – |
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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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |