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 | $535,471 | +1.9% | 21,679 | -5.5% | 0.02% | +5.6% |
| Q2 2023 | $525,487 | -11.3% | 22,937 | -14.1% | 0.02% | -18.2% |
| Q1 2023 | $592,606 | -10.8% | 26,706 | -12.6% | 0.02% | -8.3% |
| Q4 2022 | $664,223 | +8.4% | 30,539 | 0.0% | 0.02% | -4.0% |
| Q3 2022 | $613,000 | +24.1% | 30,539 | +17.3% | 0.02% | +38.9% |
| Q2 2022 | $494,000 | +66.9% | 26,039 | +84.2% | 0.02% | +80.0% |
| Q1 2022 | $296,000 | +17.5% | 14,139 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $252,000 | +55.6% | 14,139 | +58.2% | 0.01% | +33.3% |
| Q3 2021 | $162,000 | +406.2% | 8,939 | +445.4% | 0.01% | +500.0% |
| Q2 2021 | $32,000 | +18.5% | 1,639 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $27,000 | -72.2% | 1,639 | -76.6% | 0.00% | -85.7% |
| Q4 2020 | $97,000 | +29.3% | 7,000 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $75,000 | -16.7% | 7,000 | +2.4% | 0.01% | -33.3% |
| Q2 2020 | $90,000 | -99.9% | 6,839 | -39.9% | 0.01% | -40.0% |
| Q1 2020 | $102,698,000 | -86.4% | 11,373 | -64.9% | 0.02% | -83.9% |
| Q3 2019 | $753,575,000 | – | 32,384 | – | 0.09% | – |
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% |