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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $876,000 | -2.6% | 49,173 | -0.6% | 0.02% | -16.7% |
| Q3 2021 | $899,000 | -7.5% | 49,485 | 0.0% | 0.02% | -17.2% |
| Q2 2021 | $972,000 | -59.7% | 49,485 | -66.0% | 0.03% | -71.0% |
| Q1 2021 | $2,413,000 | +18.1% | 145,463 | -1.2% | 0.10% | +9.9% |
| Q4 2020 | $2,044,000 | +4.2% | 147,192 | -19.1% | 0.09% | -13.3% |
| Q3 2020 | $1,962,000 | -30.1% | 182,032 | -14.4% | 0.10% | -42.3% |
| Q2 2020 | $2,805,000 | +31.9% | 212,533 | -9.8% | 0.18% | +6.4% |
| Q1 2020 | $2,126,000 | -28.1% | 235,524 | +73.8% | 0.17% | -34.0% |
| Q4 2019 | $2,955,000 | – | 135,507 | – | 0.26% | – |
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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% |