JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 172 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $693,872 | +13.5% | 28,092 | +5.3% | 0.30% | +12.9% |
| Q2 2023 | $611,239 | +3.1% | 26,680 | -0.2% | 0.26% | -7.1% |
| Q1 2023 | $593,028 | +2.0% | 26,725 | 0.0% | 0.28% | -4.4% |
| Q4 2022 | $581,269 | +8.4% | 26,725 | 0.0% | 0.30% | -0.7% |
| Q3 2022 | $536,000 | +5.1% | 26,725 | -0.7% | 0.30% | +12.9% |
| Q2 2022 | $510,000 | -13.0% | 26,923 | -3.9% | 0.26% | -3.6% |
| Q1 2022 | $586,000 | +17.7% | 28,002 | 0.0% | 0.27% | +19.1% |
| Q4 2021 | $498,000 | -2.7% | 28,002 | -0.7% | 0.23% | -11.5% |
| Q3 2021 | $512,000 | -7.6% | 28,201 | 0.0% | 0.26% | -16.4% |
| Q2 2021 | $554,000 | +20.7% | 28,201 | +1.9% | 0.31% | +9.1% |
| Q1 2021 | $459,000 | +19.5% | 27,669 | 0.0% | 0.28% | +5.2% |
| Q4 2020 | $384,000 | +28.9% | 27,669 | 0.0% | 0.27% | +7.1% |
| Q3 2020 | $298,000 | -18.4% | 27,669 | 0.0% | 0.25% | -26.5% |
| Q2 2020 | $365,000 | +44.8% | 27,669 | -0.9% | 0.34% | +18.6% |
| Q1 2020 | $252,000 | – | 27,909 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |