JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 176 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,466,913 | +37.5% | 99,875 | +27.5% | 0.02% | +33.3% |
| Q2 2023 | $1,794,311 | +14.4% | 78,320 | +10.8% | 0.02% | +5.9% |
| Q1 2023 | $1,568,826 | +17.9% | 70,700 | +15.6% | 0.02% | +41.7% |
| Q4 2022 | $1,330,709 | -99.9% | 61,182 | -66.5% | 0.01% | -40.0% |
| Q3 2022 | $1,836,835,000 | +150460.2% | 182,902 | +184.3% | 0.02% | +53.8% |
| Q2 2022 | $1,220,000 | -22.1% | 64,344 | -14.1% | 0.01% | -18.8% |
| Q1 2022 | $1,566,000 | +0.1% | 74,914 | -14.7% | 0.02% | 0.0% |
| Q4 2021 | $1,564,000 | -3.8% | 87,814 | -1.9% | 0.02% | 0.0% |
| Q3 2021 | $1,626,000 | -4.1% | 89,480 | +3.7% | 0.02% | -15.8% |
| Q2 2021 | $1,695,000 | +19.8% | 86,263 | +1.2% | 0.02% | +5.6% |
| Q1 2021 | $1,415,000 | -13.6% | 85,263 | -28.3% | 0.02% | -5.3% |
| Q4 2020 | $1,637,000 | -99.8% | 118,965 | +38.2% | 0.02% | +11.8% |
| Q3 2020 | $928,000,000 | – | 86,096 | – | 0.02% | – |
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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% |