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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $53,000 | -58.6% | 5,884 | 0.0% | 0.00% | -55.6% |
| Q4 2019 | $128,000 | -35.7% | 5,884 | -31.1% | 0.01% | -35.7% |
| Q3 2019 | $199,000 | -12.3% | 8,544 | -5.5% | 0.01% | -17.6% |
| Q2 2019 | $227,000 | +74.6% | 9,044 | +77.0% | 0.02% | +70.0% |
| Q1 2019 | $130,000 | +14.0% | 5,110 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $114,000 | -19.1% | 5,110 | 0.0% | 0.01% | -9.1% |
| Q3 2018 | $141,000 | +3.7% | 5,110 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $136,000 | -57.4% | 5,110 | -61.6% | 0.01% | -59.3% |
| Q1 2018 | $319,000 | -12.6% | 13,295 | 0.0% | 0.03% | -6.9% |
| Q4 2017 | $365,000 | -15.7% | 13,295 | -13.4% | 0.03% | -21.6% |
| Q3 2017 | $433,000 | -3.6% | 15,345 | +1.6% | 0.04% | -7.5% |
| Q2 2017 | $449,000 | +18.8% | 15,100 | +28.8% | 0.04% | +21.2% |
| Q1 2017 | $378,000 | +42.6% | 11,721 | +40.3% | 0.03% | +26.9% |
| Q4 2016 | $265,000 | -31.9% | 8,355 | -32.4% | 0.03% | -29.7% |
| Q3 2016 | $389,000 | -39.7% | 12,355 | -39.1% | 0.04% | -40.3% |
| Q2 2016 | $645,000 | -57.8% | 20,281 | -64.0% | 0.06% | -57.8% |
| Q1 2016 | $1,528,000 | -45.4% | 56,411 | -39.7% | 0.15% | -44.7% |
| Q4 2015 | $2,796,000 | – | 93,491 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGHTON JONES LLC | 6,639,884 | $110,156,000 | 6.52% |
| Arlington Partners LLC | 1,008,242 | $16,727,000 | 6.12% |
| Advisory Services & Investments, LLC | 217,236 | $3,604,000 | 2.93% |
| Sageworth Trust Co | 1,966,334 | $32,622,000 | 2.71% |
| Rye Brook Capital LLC | 216,800 | $3,597,000 | 2.62% |
| FORTEM FINANCIAL GROUP, LLC | 256,543 | $4,256,000 | 2.46% |
| Parkside Financial Bank & Trust | 328,278 | $5,446,000 | 1.64% |
| Greytown Advisors Inc. | 199,246 | $3,305,000 | 1.64% |
| NOESIS CAPITAL MANGEMENT CORP | 337,708 | $5,603,000,000 | 1.26% |
| NICOLET BANKSHARES INC | 271,951 | $4,512,000 | 1.25% |