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 | $1,198,019 | -17.6% | 48,503 | -23.6% | 0.00% | – |
| Q2 2023 | $1,453,742 | -5.9% | 63,455 | -8.9% | 0.00% | – |
| Q1 2023 | $1,545,504 | -2.9% | 69,648 | -4.9% | 0.00% | – |
| Q4 2022 | $1,592,209 | +4.3% | 73,205 | -3.9% | 0.00% | – |
| Q3 2022 | $1,527,000 | +0.1% | 76,150 | -5.4% | 0.00% | – |
| Q2 2022 | $1,526,000 | -12.4% | 80,483 | -3.4% | 0.00% | – |
| Q1 2022 | $1,742,000 | -3.4% | 83,331 | -17.7% | 0.00% | – |
| Q4 2021 | $1,803,000 | +5.4% | 101,267 | +7.5% | 0.00% | – |
| Q3 2021 | $1,711,000 | -11.3% | 94,214 | -4.0% | 0.00% | – |
| Q2 2021 | $1,928,000 | +17.8% | 98,131 | -0.6% | 0.00% | – |
| Q1 2021 | $1,637,000 | +2.6% | 98,700 | -14.1% | 0.00% | – |
| Q4 2020 | $1,596,000 | +4.4% | 114,925 | -19.0% | 0.00% | – |
| Q3 2020 | $1,529,000 | -26.9% | 141,828 | -10.6% | 0.00% | -100.0% |
| Q2 2020 | $2,093,000 | +25.2% | 158,568 | -14.3% | 0.00% | 0.0% |
| Q1 2020 | $1,672,000 | -68.1% | 185,007 | -22.9% | 0.00% | 0.0% |
| Q4 2019 | $5,236,000 | -39.2% | 240,043 | -35.1% | 0.00% | -50.0% |
| Q3 2019 | $8,609,000 | -12.1% | 369,965 | -5.2% | 0.00% | -33.3% |
| Q2 2019 | $9,795,000 | -8.4% | 390,070 | -7.0% | 0.00% | 0.0% |
| Q1 2019 | $10,696,000 | +24.5% | 419,285 | +8.9% | 0.00% | 0.0% |
| Q4 2018 | $8,594,000 | -33.4% | 385,027 | -18.0% | 0.00% | -25.0% |
| Q3 2018 | $12,898,000 | -12.4% | 469,693 | -15.8% | 0.00% | 0.0% |
| Q2 2018 | $14,717,000 | -2.1% | 557,879 | -49.4% | 0.00% | 0.0% |
| Q1 2018 | $15,026,000 | -19.3% | 1,102,385 | +53.1% | 0.00% | -20.0% |
| Q4 2017 | $18,621,000 | -30.1% | 719,911 | -27.3% | 0.01% | -37.5% |
| Q3 2017 | $26,643,000 | -13.6% | 990,381 | -4.6% | 0.01% | -20.0% |
| Q2 2017 | $30,826,000 | -16.9% | 1,037,908 | -9.6% | 0.01% | -16.7% |
| Q1 2017 | $37,090,000 | -6.2% | 1,148,308 | -8.2% | 0.01% | -14.3% |
| Q4 2016 | $39,555,000 | -31.3% | 1,251,353 | -31.5% | 0.01% | -33.3% |
| Q3 2016 | $57,554,000 | -6.2% | 1,827,088 | -5.3% | 0.02% | -12.5% |
| Q2 2016 | $61,369,000 | -11.7% | 1,929,254 | -24.8% | 0.02% | -14.3% |
| Q1 2016 | $69,536,000 | -13.7% | 2,566,895 | -7.7% | 0.03% | -12.5% |
| Q4 2015 | $80,550,000 | -44.1% | 2,780,440 | -41.4% | 0.03% | -46.7% |
| Q3 2015 | $144,123,000 | -47.8% | 4,742,452 | -32.0% | 0.06% | -43.4% |
| Q2 2015 | $276,098,000 | -59.2% | 6,972,182 | -55.9% | 0.11% | -19.7% |
| Q1 2015 | $677,310,000 | +73.5% | 15,825,026 | +86.3% | 0.13% | -13.7% |
| Q4 2014 | $390,273,000 | -16.2% | 8,493,417 | -3.2% | 0.15% | -21.5% |
| Q3 2014 | $465,796,000 | -3.4% | 8,775,347 | -4.7% | 0.20% | -2.0% |
| Q2 2014 | $482,158,000 | +23.9% | 9,205,010 | +10.1% | 0.20% | +20.6% |
| Q1 2014 | $389,274,000 | -2.9% | 8,364,299 | -3.3% | 0.16% | -5.2% |
| Q4 2013 | $401,091,000 | -2.2% | 8,653,510 | -5.9% | 0.17% | -10.8% |
| Q3 2013 | $410,138,000 | -12.8% | 9,195,926 | -8.8% | 0.20% | -19.8% |
| Q2 2013 | $470,263,000 | – | 10,082,835 | – | 0.24% | – |
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% |