JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 3 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,335,000 | – | 74,969 | – | 1.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |