Smallwood Wealth Investment Management, LLC - JPMORGAN CHASE & CO ownership

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
Smallwood Wealth Investment Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,452,553
+10.0%
58,808
+2.0%
1.32%
+12.3%
Q2 2023$1,320,574
+2.6%
57,642
-0.7%
1.18%
-3.4%
Q1 2023$1,287,696
+1.6%
58,030
-0.4%
1.22%
+13.7%
Q4 2022$1,267,068
-4.8%
58,256
-12.2%
1.07%
-10.4%
Q3 2022$1,331,000
-3.9%
66,347
-9.2%
1.20%
-14.8%
Q2 2022$1,385,000
-10.4%
73,061
-1.1%
1.40%
-3.9%
Q1 2022$1,545,000
+15.7%
73,890
-1.4%
1.46%
+17.5%
Q4 2021$1,335,00074,9691.24%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
BRIGHTON JONES LLC 6,639,884$110,156,0006.52%
Arlington Partners LLC 1,008,242$16,727,0006.12%
Advisory Services & Investments, LLC 217,236$3,604,0002.93%
Sageworth Trust Co 1,966,334$32,622,0002.71%
Rye Brook Capital LLC 216,800$3,597,0002.62%
FORTEM FINANCIAL GROUP, LLC 256,543$4,256,0002.46%
Parkside Financial Bank & Trust 328,278$5,446,0001.64%
Greytown Advisors Inc. 199,246$3,305,0001.64%
NOESIS CAPITAL MANGEMENT CORP 337,708$5,603,000,0001.26%
NICOLET BANKSHARES INC 271,951$4,512,0001.25%
View complete list of JPMORGAN CHASE & CO shareholders