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 | +100.0% | 104 | +100.0% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q1 2023 | $1 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 52 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -50.0% | 52 | -50.0% | 0.00% | – |
| Q4 2021 | $2,000 | -98.9% | 104 | -99.0% | 0.00% | – |
| Q3 2021 | $183,000 | -7.6% | 10,052 | 0.0% | 0.00% | – |
| Q2 2021 | $198,000 | +18.6% | 10,052 | 0.0% | 0.00% | – |
| Q1 2021 | $167,000 | +19.3% | 10,052 | 0.0% | 0.00% | – |
| Q4 2020 | $140,000 | +29.6% | 10,052 | 0.0% | 0.00% | – |
| Q3 2020 | $108,000 | -18.8% | 10,052 | 0.0% | 0.00% | – |
| Q2 2020 | $133,000 | -77.9% | 10,052 | -84.9% | 0.00% | – |
| Q1 2020 | $601,000 | -95.0% | 66,552 | -88.0% | 0.00% | -100.0% |
| Q4 2019 | $12,098,000 | +2041.2% | 554,727 | +2185.1% | 0.01% | – |
| Q3 2019 | $565,000 | -81.8% | 24,276 | -82.6% | 0.00% | -100.0% |
| Q4 2018 | $3,109,000 | +1275.7% | 139,318 | +1595.1% | 0.00% | – |
| Q3 2018 | $226,000 | +1089.5% | 8,219 | +1074.1% | 0.00% | – |
| Q2 2018 | $19,000 | +850.0% | 700 | +600.0% | 0.00% | – |
| Q1 2018 | $2,000 | -60.0% | 100 | -50.0% | 0.00% | – |
| Q4 2017 | $5,000 | -98.5% | 200 | -98.3% | 0.00% | – |
| Q3 2017 | $336,000 | -68.1% | 11,900 | -66.5% | 0.00% | -100.0% |
| Q2 2017 | $1,054,000 | +20980.0% | 35,500 | +23102.6% | 0.00% | – |
| Q3 2016 | $5,000 | – | 153 | +1290.9% | 0.00% | – |
| Q4 2015 | $0 | -100.0% | 11 | -100.0% | 0.00% | -100.0% |
| Q3 2015 | $1,331,000 | -20.8% | 44,258 | +2.4% | 0.00% | 0.0% |
| Q2 2015 | $1,680,000 | +3260.0% | 43,228 | +3502.3% | 0.00% | – |
| Q1 2015 | $50,000 | -7.4% | 1,200 | 0.0% | 0.00% | – |
| Q4 2014 | $54,000 | -96.9% | 1,200 | -96.3% | 0.00% | -100.0% |
| Q3 2014 | $1,728,000 | +1.9% | 32,600 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $1,695,000 | +13.1% | 32,600 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $1,499,000 | 0.0% | 32,600 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $1,499,000 | +4.5% | 32,600 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $1,434,000 | +25.0% | 32,600 | +32.5% | 0.00% | +100.0% |
| Q2 2013 | $1,147,000 | – | 24,600 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 911,842 | $9,830,000 | 5.39% |
| BRIGHTON JONES LLC | 5,829,814 | $62,845,000 | 4.34% |
| FORTEM FINANCIAL GROUP, LLC | 348,752 | $3,760,000 | 2.72% |
| MPS Loria Financial Planners, LLC | 386,964 | $4,171,000 | 2.16% |
| Sageworth Trust Co | 1,731,102 | $18,661,000 | 2.01% |
| Greytown Advisors Inc. | 209,866 | $2,262,000 | 1.86% |
| Wilshire Advisors LLC | 126,907 | $1,368,000 | 1.39% |
| NOESIS CAPITAL MANGEMENT CORP | 341,547 | $3,682,000,000 | 1.04% |
| NICOLET BANKSHARES INC | 257,896 | $2,780,000 | 0.96% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1,277,855 | $13,775,000 | 0.95% |