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 | $94,973,999 | +316579896.7% | 24,605 | +1800.0% | 1.05% | – |
| Q2 2023 | $30 | +3.4% | 1,295 | 0.0% | 0.00% | -100.0% |
| Q1 2023 | $29 | -99.5% | 1,295 | +396.2% | 0.00% | -80.0% |
| Q3 2019 | $6,000 | -33.3% | 261 | -28.7% | 0.01% | -28.6% |
| Q2 2019 | $9,000 | -35.7% | 366 | -30.4% | 0.01% | -36.4% |
| Q1 2019 | $14,000 | -51.7% | 526 | -54.0% | 0.01% | -63.3% |
| Q3 2018 | $29,000 | -12.1% | 1,144 | +2.4% | 0.03% | -3.2% |
| Q2 2018 | $33,000 | +1000.0% | 1,117 | +953.8% | 0.03% | +933.3% |
| Q1 2018 | $3,000 | – | 106 | – | 0.00% | – |
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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% |