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 | $1,791,911 | +7.9% | 72,547 | +0.0% | 0.23% | +17.9% |
| Q2 2023 | $1,661,479 | +1.5% | 72,522 | -1.7% | 0.20% | -3.9% |
| Q1 2023 | $1,637,089 | +2.0% | 73,776 | 0.0% | 0.20% | -10.5% |
| Q4 2022 | $1,604,628 | +8.5% | 73,776 | 0.0% | 0.23% | -32.1% |
| Q3 2022 | $1,479,000 | +5.8% | 73,776 | 0.0% | 0.34% | +89.8% |
| Q2 2022 | $1,398,000 | -9.3% | 73,776 | 0.0% | 0.18% | +25.5% |
| Q1 2022 | $1,542,000 | +14.1% | 73,776 | -2.8% | 0.14% | +11.9% |
| Q4 2021 | $1,351,000 | +7.0% | 75,911 | +9.2% | 0.13% | -2.3% |
| Q3 2021 | $1,263,000 | +14.1% | 69,517 | +23.3% | 0.13% | +11.2% |
| Q2 2021 | $1,107,000 | – | 56,380 | – | 0.12% | – |
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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% |