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 2018 | $360,000 | -12.6% | 15,000 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $412,000 | -2.6% | 15,000 | 0.0% | 0.00% | -20.0% |
| Q3 2017 | $423,000 | -4.9% | 15,000 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $445,000 | -8.1% | 15,000 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $484,000 | +2.1% | 15,000 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $474,000 | +0.4% | 15,000 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $472,000 | -1.0% | 15,000 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $477,000 | +17.5% | 15,000 | 0.0% | 0.01% | +20.0% |
| Q1 2016 | $406,000 | -6.7% | 15,000 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $435,000 | -4.6% | 15,000 | 0.0% | 0.01% | -14.3% |
| Q3 2015 | $456,000 | -23.2% | 15,000 | 0.0% | 0.01% | -12.5% |
| Q2 2015 | $594,000 | +7.6% | 15,000 | +16.3% | 0.01% | +14.3% |
| Q1 2015 | $552,000 | – | 12,900 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FORTEM FINANCIAL GROUP, LLC | 375,885 | $9,284,360 | 5.44% |
| NICOLET BANKSHARES INC | 333,920 | $8,247,824 | 2.53% |
| Parkside Financial Bank & Trust | 423,397 | $10,457,900 | 2.42% |
| BRIGHTON JONES LLC | 1,650,284 | $40,762,016 | 2.07% |
| AlphaQ Advisors LLC | 88,566 | $2,187,580 | 1.90% |
| NOESIS CAPITAL MANGEMENT CORP | 533,126 | $13,168,216 | 1.73% |
| My Personal CFO, LLC | 81,377 | $2,010,019 | 1.62% |
| Arrow Investment Advisors, LLC | 73,178 | $1,807,497 | 1.44% |
| NICOLET ADVISORY SERVICES, LLC | 547,156 | $12,994,959 | 1.44% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |