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 | $1,973,258 | +23.0% | 79,888 | +14.1% | 0.04% | +10.8% |
| Q2 2023 | $1,603,700 | +3.2% | 70,000 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $1,553,300 | -4.8% | 70,000 | -6.7% | 0.04% | -11.9% |
| Q4 2022 | $1,631,250 | -39.8% | 75,000 | -44.4% | 0.04% | -42.5% |
| Q3 2022 | $2,708,000 | -4.8% | 135,000 | -10.0% | 0.07% | 0.0% |
| Q2 2022 | $2,844,000 | -15.0% | 150,000 | -6.2% | 0.07% | 0.0% |
| Q1 2022 | $3,346,000 | -1.1% | 160,000 | -15.8% | 0.07% | +9.0% |
| Q4 2021 | $3,384,000 | – | 190,000 | – | 0.07% | – |
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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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |