JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 182 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.78 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464 | +7.7% | 18,800 | 0.0% | 0.12% | -7.2% |
| Q2 2023 | $431 | -12.0% | 18,800 | -14.9% | 0.12% | -19.4% |
| Q1 2023 | $490 | -11.2% | 22,100 | -13.0% | 0.16% | -14.8% |
| Q4 2022 | $552 | -99.9% | 25,400 | 0.0% | 0.18% | -3.2% |
| Q3 2022 | $510,000 | +5.8% | 25,400 | 0.0% | 0.19% | -1.6% |
| Q2 2022 | $482,000 | -14.2% | 25,400 | -5.6% | 0.19% | -14.0% |
| Q1 2022 | $562,000 | +17.3% | 26,900 | 0.0% | 0.22% | +5.2% |
| Q4 2021 | $479,000 | -25.7% | 26,900 | -24.2% | 0.21% | -45.6% |
| Q3 2021 | $645,000 | -7.6% | 35,500 | 0.0% | 0.39% | -7.6% |
| Q2 2021 | $698,000 | +18.5% | 35,500 | 0.0% | 0.42% | +0.5% |
| Q1 2021 | $589,000 | +19.5% | 35,500 | 0.0% | 0.42% | +1.5% |
| Q4 2020 | $493,000 | – | 35,500 | – | 0.41% | – |
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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% |