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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $454,000 | -13.7% | 20,813 | -7.9% | 0.02% | -17.9% |
| Q3 2019 | $526,000 | -21.0% | 22,593 | -14.8% | 0.03% | -24.3% |
| Q2 2019 | $666,000 | 0.0% | 26,513 | +1.6% | 0.04% | -2.6% |
| Q1 2019 | $666,000 | +3.6% | 26,098 | -9.4% | 0.04% | -9.5% |
| Q4 2018 | $643,000 | -40.5% | 28,820 | -26.7% | 0.04% | -30.0% |
| Q3 2018 | $1,080,000 | +6.0% | 39,308 | +2.5% | 0.06% | 0.0% |
| Q2 2018 | $1,019,000 | +16.5% | 38,353 | +5.2% | 0.06% | +20.0% |
| Q1 2018 | $875,000 | +27.4% | 36,443 | +45.8% | 0.05% | +35.1% |
| Q4 2017 | $687,000 | +141.1% | 24,992 | +147.3% | 0.04% | +131.2% |
| Q3 2017 | $285,000 | – | 10,107 | – | 0.02% | – |
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% |