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 2019 | $219,000 | -12.4% | 9,420 | +6.3% | 0.00% | 0.0% |
Q3 2017 | $250,000 | -1.6% | 8,865 | +3.7% | 0.00% | 0.0% |
Q2 2017 | $254,000 | -12.1% | 8,550 | -4.5% | 0.00% | -25.0% |
Q1 2017 | $289,000 | -20.4% | 8,955 | -22.0% | 0.00% | -20.0% |
Q4 2016 | $363,000 | -37.2% | 11,482 | -37.4% | 0.01% | -28.6% |
Q3 2016 | $578,000 | -52.9% | 18,346 | -52.5% | 0.01% | -12.5% |
Q2 2016 | $1,228,000 | +93.4% | 38,604 | +64.7% | 0.01% | 0.0% |
Q1 2016 | $635,000 | -12.3% | 23,432 | -6.3% | 0.01% | -20.0% |
Q4 2015 | $724,000 | -17.4% | 25,007 | -13.3% | 0.01% | -16.7% |
Q3 2015 | $877,000 | -27.1% | 28,857 | -5.0% | 0.01% | -14.3% |
Q2 2015 | $1,203,000 | -25.0% | 30,372 | -18.9% | 0.01% | -26.3% |
Q1 2015 | $1,603,000 | -14.3% | 37,464 | -8.0% | 0.02% | -5.0% |
Q4 2014 | $1,871,000 | -70.5% | 40,725 | -66.3% | 0.02% | -67.7% |
Q2 2014 | $6,339,000 | +18.1% | 121,022 | +0.6% | 0.06% | -7.5% |
Q3 2013 | $5,366,000 | -5.8% | 120,312 | -1.5% | 0.07% | -13.0% |
Q2 2013 | $5,695,000 | – | 122,097 | – | 0.08% | – |
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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% |