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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,132,000 | -3.7% | 45,063 | -2.2% | 0.51% | -9.7% |
| Q1 2019 | $1,176,000 | +15.0% | 46,081 | +0.5% | 0.56% | -2.2% |
| Q4 2018 | $1,023,000 | -19.8% | 45,842 | -1.3% | 0.58% | -9.1% |
| Q3 2018 | $1,275,000 | +2.3% | 46,449 | -0.9% | 0.64% | -4.4% |
| Q2 2018 | $1,246,000 | +8.0% | 46,891 | -2.5% | 0.66% | +6.9% |
| Q1 2018 | $1,154,000 | -15.5% | 48,088 | -3.2% | 0.62% | -12.3% |
| Q4 2017 | $1,365,000 | -54.9% | 49,683 | -53.6% | 0.71% | -57.6% |
| Q3 2017 | $3,024,000 | +25.6% | 107,169 | +32.2% | 1.67% | +16.0% |
| Q2 2017 | $2,407,000 | +30.7% | 81,036 | +42.2% | 1.44% | +18.0% |
| Q1 2017 | $1,841,000 | +13.7% | 56,987 | +11.3% | 1.22% | +4.7% |
| Q4 2016 | $1,619,000 | +8.3% | 51,224 | +7.9% | 1.16% | -4.4% |
| Q3 2016 | $1,495,000 | +11.8% | 47,463 | +12.9% | 1.22% | +4.2% |
| Q2 2016 | $1,337,000 | +64.3% | 42,027 | +39.9% | 1.17% | +19.0% |
| Q1 2016 | $814,000 | -14.4% | 30,045 | -5.7% | 0.98% | -19.2% |
| Q4 2015 | $951,000 | +4.2% | 31,854 | +6.0% | 1.22% | -4.9% |
| Q3 2015 | $913,000 | -34.6% | 30,045 | -14.8% | 1.28% | -31.7% |
| Q2 2015 | $1,397,000 | +0.5% | 35,276 | +8.6% | 1.87% | +7.8% |
| Q1 2015 | $1,390,000 | +58.1% | 32,471 | +69.7% | 1.74% | +29.7% |
| Q4 2014 | $879,000 | – | 19,135 | – | 1.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGHTON JONES LLC | 6,639,884 | $110,156,000 | 6.52% |
| Arlington Partners LLC | 1,008,242 | $16,727,000 | 6.12% |
| Advisory Services & Investments, LLC | 217,236 | $3,604,000 | 2.93% |
| Sageworth Trust Co | 1,966,334 | $32,622,000 | 2.71% |
| Rye Brook Capital LLC | 216,800 | $3,597,000 | 2.62% |
| FORTEM FINANCIAL GROUP, LLC | 256,543 | $4,256,000 | 2.46% |
| Parkside Financial Bank & Trust | 328,278 | $5,446,000 | 1.64% |
| Greytown Advisors Inc. | 199,246 | $3,305,000 | 1.64% |
| NOESIS CAPITAL MANGEMENT CORP | 337,708 | $5,603,000,000 | 1.26% |
| NICOLET BANKSHARES INC | 271,951 | $4,512,000 | 1.25% |