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 | $49 | -57.4% | 2 | -60.0% | 0.00% | – |
| Q2 2023 | $115 | -71.2% | 5 | -72.2% | 0.00% | – |
| Q1 2023 | $400 | – | 18 | +1700.0% | 0.00% | – |
| Q4 2021 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q3 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q1 2021 | $58,000 | – | 3,500 | +349900.0% | 0.00% | – |
| Q4 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | -66.7% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 3 | -100.0% | 0.00% | – |
| Q1 2015 | $3,244,000 | -6.9% | 75,800 | 0.0% | 0.00% | – |
| Q4 2014 | $3,483,000 | -43.0% | 75,800 | -34.2% | 0.00% | -100.0% |
| Q3 2014 | $6,115,000 | -3.2% | 115,200 | -14.9% | 0.00% | 0.0% |
| Q2 2013 | $6,317,000 | – | 135,300 | – | 0.00% | – |
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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% |