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 | $83 | +1.2% | 3,376 | -5.6% | 0.05% | +2.2% |
| Q2 2023 | $82 | +5.1% | 3,576 | 0.0% | 0.05% | -13.2% |
| Q4 2022 | $78 | -99.9% | 3,576 | -12.0% | 0.05% | -15.9% |
| Q3 2022 | $82,000 | +12.3% | 4,063 | +5.5% | 0.06% | +28.6% |
| Q2 2022 | $73,000 | -8.8% | 3,850 | +0.3% | 0.05% | +11.4% |
| Q1 2022 | $80,000 | +17.6% | 3,838 | +0.3% | 0.04% | +22.2% |
| Q4 2021 | $68,000 | – | 3,827 | – | 0.04% | – |
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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% |