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 | $3,236 | -22.8% | 131 | -28.4% | 0.00% | – |
| Q2 2023 | $4,192 | +3.2% | 183 | 0.0% | 0.00% | – |
| Q1 2023 | $4,061 | +2.0% | 183 | 0.0% | 0.00% | – |
| Q4 2022 | $3,980 | -0.5% | 183 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -60.0% | 183 | -64.1% | 0.00% | – |
| Q2 2022 | $10,000 | -16.7% | 510 | -9.9% | 0.00% | – |
| Q1 2022 | $12,000 | -14.3% | 566 | -25.5% | 0.00% | – |
| Q4 2021 | $14,000 | -22.2% | 760 | -25.0% | 0.00% | – |
| Q3 2021 | $18,000 | -10.0% | 1,013 | 0.0% | 0.00% | – |
| Q2 2021 | $20,000 | +17.6% | 1,013 | -1.8% | 0.00% | – |
| Q1 2021 | $17,000 | +30.8% | 1,032 | +11.1% | 0.00% | – |
| Q4 2020 | $13,000 | +30.0% | 929 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | -33.3% | 929 | -20.5% | 0.00% | – |
| Q2 2020 | $15,000 | +50.0% | 1,168 | +4.1% | 0.00% | – |
| Q1 2020 | $10,000 | -63.0% | 1,122 | -9.7% | 0.00% | – |
| Q4 2019 | $27,000 | -71.9% | 1,243 | -70.1% | 0.00% | – |
| Q3 2019 | $96,000 | -23.2% | 4,163 | -16.4% | 0.00% | – |
| Q2 2019 | $125,000 | +303.2% | 4,982 | +303.7% | 0.00% | – |
| Q1 2019 | $31,000 | +10.7% | 1,234 | -0.7% | 0.00% | – |
| Q4 2018 | $28,000 | -86.9% | 1,243 | -84.0% | 0.00% | -100.0% |
| Q3 2018 | $213,000 | +99.1% | 7,747 | +92.3% | 0.00% | – |
| Q2 2018 | $107,000 | -26.2% | 4,028 | -33.1% | 0.00% | – |
| Q1 2018 | $145,000 | -55.4% | 6,022 | -48.9% | 0.00% | -100.0% |
| Q4 2017 | $325,000 | +67.5% | 11,794 | +71.7% | 0.00% | 0.0% |
| Q3 2017 | $194,000 | -29.7% | 6,869 | -26.1% | 0.00% | 0.0% |
| Q2 2017 | $276,000 | -20.5% | 9,295 | -13.3% | 0.00% | 0.0% |
| Q1 2017 | $347,000 | -12.2% | 10,715 | -14.3% | 0.00% | 0.0% |
| Q4 2016 | $395,000 | -1.2% | 12,496 | -1.8% | 0.00% | 0.0% |
| Q3 2016 | $400,000 | -12.3% | 12,720 | -11.2% | 0.00% | -50.0% |
| Q2 2016 | $456,000 | -1.1% | 14,323 | -15.8% | 0.00% | 0.0% |
| Q1 2016 | $461,000 | -28.5% | 17,005 | -23.6% | 0.00% | -33.3% |
| Q4 2015 | $645,000 | -10.0% | 22,268 | -5.6% | 0.00% | 0.0% |
| Q3 2015 | $717,000 | -24.5% | 23,583 | -1.7% | 0.00% | -25.0% |
| Q2 2015 | $950,000 | -32.0% | 24,002 | -26.5% | 0.00% | -20.0% |
| Q1 2015 | $1,398,000 | -32.6% | 32,661 | -27.6% | 0.01% | -37.5% |
| Q4 2014 | $2,074,000 | -10.4% | 45,135 | +3.5% | 0.01% | -11.1% |
| Q3 2014 | $2,315,000 | +9.6% | 43,613 | +8.2% | 0.01% | +12.5% |
| Q2 2014 | $2,112,000 | +44.6% | 40,303 | +28.5% | 0.01% | +33.3% |
| Q1 2014 | $1,461,000 | -0.7% | 31,372 | -1.2% | 0.01% | 0.0% |
| Q4 2013 | $1,472,000 | +3.9% | 31,764 | -0.0% | 0.01% | 0.0% |
| Q3 2013 | $1,417,000 | +13.8% | 31,769 | +19.0% | 0.01% | 0.0% |
| Q2 2013 | $1,245,000 | – | 26,701 | – | 0.01% | – |
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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% |