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 | $46,091 | -15.0% | 1,866 | -21.1% | 0.00% | 0.0% |
| Q2 2023 | $54,206 | +3.2% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $52,502 | +2.0% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $51,460 | +9.5% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $47,000 | +4.4% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $45,000 | -8.2% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | +16.7% | 2,366 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $42,000 | -2.3% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $43,000 | -6.5% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $46,000 | +17.9% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $39,000 | +18.2% | 2,366 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | -84.0% | 2,366 | -68.5% | 0.00% | -88.9% |
| Q3 2018 | $206,000 | -89.2% | 7,510 | -89.1% | 0.02% | -90.2% |
| Q4 2017 | $1,900,000 | +573.8% | 69,150 | +591.5% | 0.18% | +513.3% |
| Q3 2017 | $282,000 | -44.2% | 10,000 | -41.2% | 0.03% | -47.4% |
| Q2 2017 | $505,000 | -24.6% | 17,000 | -18.1% | 0.06% | -24.0% |
| Q1 2017 | $670,000 | -33.8% | 20,750 | -35.2% | 0.08% | -37.5% |
| Q4 2016 | $1,012,000 | +8.9% | 32,000 | +8.5% | 0.12% | +1.7% |
| Q3 2016 | $929,000 | -64.5% | 29,500 | -64.1% | 0.12% | -65.8% |
| Q2 2016 | $2,616,000 | -32.3% | 82,251 | -42.4% | 0.34% | -36.5% |
| Q1 2016 | $3,865,000 | – | 142,676 | – | 0.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DOW CHEMICAL CO /DE/ | 1,969,090 | $55,568,000 | 13.81% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 620,535 | $17,511,000 | 12.00% |
| BRIGHTON JONES LLC | 3,020,995 | $85,252,000 | 10.96% |
| CIBC BANK USA | 2,485,527 | $70,142,000 | 9.18% |
| SAGE FINANCIAL GROUP INC | 1,408,133 | $39,738,000 | 8.71% |
| FIDUCIARY COUNSELLING INC | 86,004 | $2,427,000 | 8.68% |
| BRR OpCo, LLC | 918,103 | $25,908,000 | 7.90% |
| Round Table Services, LLC | 761,223 | $21,482,000 | 7.67% |
| MARINER INVESTMENT GROUP LLC | 390,000 | $11,006,000 | 6.85% |
| Klingman & Associates, LLC | 971,609 | $27,419,000 | 6.75% |