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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $590,000 | -40.5% | 23,490 | -39.5% | 0.09% | -43.1% |
| Q1 2019 | $991,000 | +17.1% | 38,855 | +2.5% | 0.15% | +8.5% |
| Q4 2018 | $846,000 | -62.6% | 37,915 | -53.9% | 0.14% | -68.2% |
| Q3 2018 | $2,260,000 | +0.2% | 82,314 | -3.0% | 0.44% | -8.3% |
| Q2 2018 | $2,255,000 | -7.5% | 84,825 | -16.5% | 0.48% | -10.0% |
| Q1 2018 | $2,438,000 | -15.8% | 101,604 | -3.6% | 0.54% | -4.3% |
| Q4 2017 | $2,895,000 | -92.7% | 105,385 | -92.5% | 0.56% | -93.5% |
| Q3 2017 | $39,738,000 | -0.5% | 1,408,133 | +4.8% | 8.71% | -5.1% |
| Q2 2017 | $39,920,000 | +4.0% | 1,344,116 | +13.1% | 9.18% | -2.4% |
| Q1 2017 | $38,370,000 | +10.7% | 1,187,936 | +8.3% | 9.40% | +5.8% |
| Q4 2016 | $34,657,000 | +2.9% | 1,096,392 | +2.5% | 8.89% | -8.0% |
| Q3 2016 | $33,684,000 | +0.1% | 1,069,347 | +1.1% | 9.66% | -9.4% |
| Q2 2016 | $33,654,000 | +20.4% | 1,057,972 | +2.5% | 10.66% | +9.2% |
| Q1 2016 | $27,962,000 | +6.0% | 1,032,180 | +13.3% | 9.76% | +13.5% |
| Q4 2015 | $26,387,000 | -20.3% | 910,844 | -16.4% | 8.60% | -27.0% |
| Q3 2015 | $33,093,000 | +2721.2% | 1,088,940 | +3577.6% | 11.78% | +2041.3% |
| Q2 2015 | $1,173,000 | – | 29,610 | – | 0.55% | – |
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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% |