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 | $142,124 | +7.8% | 5,754 | 0.0% | 0.00% | – |
| Q2 2023 | $131,824 | -45.4% | 5,754 | -47.1% | 0.00% | – |
| Q1 2023 | $241,450 | +60.7% | 10,881 | +57.6% | 0.00% | – |
| Q4 2022 | $150,206 | +4.3% | 6,906 | -3.3% | 0.00% | – |
| Q3 2022 | $144,000 | -11.1% | 7,140 | -16.4% | 0.00% | – |
| Q2 2022 | $162,000 | -10.0% | 8,540 | -1.1% | 0.00% | – |
| Q1 2022 | $180,000 | +1.1% | 8,636 | -14.1% | 0.00% | – |
| Q4 2021 | $178,000 | -6.3% | 10,054 | -3.7% | 0.00% | – |
| Q3 2021 | $190,000 | -10.8% | 10,445 | -3.8% | 0.00% | – |
| Q2 2021 | $213,000 | +3.4% | 10,855 | -12.2% | 0.00% | – |
| Q1 2021 | $206,000 | +14.4% | 12,359 | -4.6% | 0.00% | – |
| Q4 2020 | $180,000 | +23.3% | 12,959 | -3.9% | 0.00% | – |
| Q3 2020 | $146,000 | -36.8% | 13,489 | -22.5% | 0.00% | – |
| Q2 2020 | $231,000 | +22.2% | 17,409 | -16.7% | 0.00% | – |
| Q1 2020 | $189,000 | -73.3% | 20,909 | -35.7% | 0.00% | -100.0% |
| Q4 2019 | $709,000 | -38.9% | 32,532 | -34.9% | 0.00% | 0.0% |
| Q3 2019 | $1,161,000 | -16.6% | 49,938 | -9.9% | 0.00% | 0.0% |
| Q2 2019 | $1,392,000 | -22.4% | 55,434 | -21.1% | 0.00% | -50.0% |
| Q1 2019 | $1,793,000 | +6.8% | 70,282 | -6.6% | 0.00% | 0.0% |
| Q4 2018 | $1,679,000 | -89.1% | 75,242 | -86.6% | 0.00% | -86.7% |
| Q3 2018 | $15,374,000 | +2.0% | 559,916 | -1.2% | 0.02% | 0.0% |
| Q2 2018 | $15,069,000 | +27.3% | 566,962 | +15.0% | 0.02% | +25.0% |
| Q1 2018 | $11,834,000 | -23.1% | 493,050 | -11.9% | 0.01% | -20.0% |
| Q4 2017 | $15,383,000 | +201.6% | 559,952 | +209.8% | 0.02% | +200.0% |
| Q3 2017 | $5,101,000 | -9.5% | 180,772 | -4.8% | 0.01% | -16.7% |
| Q2 2017 | $5,638,000 | -15.3% | 189,832 | -7.9% | 0.01% | -14.3% |
| Q1 2017 | $6,658,000 | -0.4% | 206,087 | -2.6% | 0.01% | -12.5% |
| Q4 2016 | $6,688,000 | -14.5% | 211,561 | -14.8% | 0.01% | -11.1% |
| Q3 2016 | $7,823,000 | -7.8% | 248,344 | -6.9% | 0.01% | -10.0% |
| Q2 2016 | $8,482,000 | -11.7% | 266,708 | -24.8% | 0.01% | -9.1% |
| Q1 2016 | $9,611,000 | -46.1% | 354,803 | -42.3% | 0.01% | -47.6% |
| Q4 2015 | $17,824,000 | -5.1% | 615,256 | -0.4% | 0.02% | -4.5% |
| Q3 2015 | $18,772,000 | -31.5% | 617,641 | -10.7% | 0.02% | -29.0% |
| Q2 2015 | $27,401,000 | -7.6% | 691,949 | -0.1% | 0.03% | -6.1% |
| Q1 2015 | $29,657,000 | -12.7% | 692,934 | -6.3% | 0.03% | -10.8% |
| Q4 2014 | $33,978,000 | -24.3% | 739,440 | -12.5% | 0.04% | -30.2% |
| Q3 2014 | $44,859,000 | +17.1% | 845,106 | +15.5% | 0.05% | +8.2% |
| Q2 2014 | $38,320,000 | +10.8% | 731,576 | -1.6% | 0.05% | +8.9% |
| Q1 2014 | $34,586,000 | -7.7% | 743,181 | -8.0% | 0.04% | -10.0% |
| Q4 2013 | $37,457,000 | -3.5% | 808,143 | -7.1% | 0.05% | -12.3% |
| Q3 2013 | $38,815,000 | -8.8% | 870,276 | -4.6% | 0.06% | -8.1% |
| Q2 2013 | $42,550,000 | – | 912,310 | – | 0.06% | – |
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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% |