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 | $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 ↓ |
|---|---|---|---|
| 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% |