JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 184 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,329,457 | +99577.2% | 94,310 | -7.5% | 1.32% | -20.9% |
| Q2 2023 | $2,337 | -99.9% | 101,990 | -0.2% | 1.67% | +22.5% |
| Q1 2023 | $2,268,683 | +2.7% | 102,239 | +0.7% | 1.36% | -9.1% |
| Q4 2022 | $2,208,082 | +5.6% | 101,521 | -2.6% | 1.50% | +3.3% |
| Q3 2022 | $2,091,000 | -13.0% | 104,229 | -11.1% | 1.45% | +1.3% |
| Q2 2022 | $2,404,000 | -0.2% | 117,222 | +1.7% | 1.43% | +28.3% |
| Q1 2022 | $2,410,000 | +14962.5% | 115,257 | +16652.5% | 1.12% | +10063.6% |
| Q3 2019 | $16,000 | -5.9% | 688 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | -5.6% | 688 | 0.0% | 0.01% | -15.4% |
| Q1 2019 | $18,000 | +12.5% | 688 | 0.0% | 0.01% | +8.3% |
| Q4 2018 | $16,000 | -20.0% | 688 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $20,000 | +11.1% | 688 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $18,000 | +12.5% | 688 | 0.0% | 0.01% | +8.3% |
| Q1 2018 | $16,000 | – | 688 | – | 0.01% | – |
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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% |