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 2021 | $168,000 | +16.7% | 10,121 | -2.8% | 0.01% | +16.7% |
Q4 2020 | $144,000 | -2.7% | 10,409 | -23.9% | 0.01% | -14.3% |
Q3 2020 | $148,000 | -33.6% | 13,684 | -19.0% | 0.01% | -36.4% |
Q2 2020 | $223,000 | +45.8% | 16,903 | 0.0% | 0.01% | +22.2% |
Q1 2020 | $153,000 | -67.2% | 16,903 | -21.2% | 0.01% | -62.5% |
Q4 2019 | $467,000 | -8.8% | 21,453 | -2.5% | 0.02% | -14.3% |
Q3 2019 | $512,000 | -12.5% | 21,994 | -5.5% | 0.03% | -12.5% |
Q2 2019 | $585,000 | -4.6% | 23,284 | -3.1% | 0.03% | -3.0% |
Q1 2019 | $613,000 | -70.9% | 24,034 | -74.6% | 0.03% | -74.2% |
Q4 2018 | $2,109,000 | -28.0% | 94,533 | -11.5% | 0.13% | -16.9% |
Q3 2018 | $2,931,000 | -0.2% | 106,775 | -3.4% | 0.15% | -6.1% |
Q2 2018 | $2,938,000 | +12.5% | 110,506 | +1.5% | 0.16% | +10.1% |
Q1 2018 | $2,612,000 | -17.4% | 108,864 | -5.4% | 0.15% | -13.9% |
Q4 2017 | $3,163,000 | -6.6% | 115,138 | -4.0% | 0.17% | -10.8% |
Q3 2017 | $3,386,000 | +6.9% | 119,955 | +12.4% | 0.19% | +3.2% |
Q2 2017 | $3,168,000 | -6.6% | 106,680 | +1.6% | 0.19% | -8.3% |
Q1 2017 | $3,393,000 | -5.3% | 105,038 | -7.3% | 0.20% | -8.9% |
Q4 2016 | $3,584,000 | -11.3% | 113,340 | -11.6% | 0.22% | -11.4% |
Q3 2016 | $4,039,000 | -8.1% | 128,216 | -7.2% | 0.25% | -9.0% |
Q2 2016 | $4,396,000 | +9.7% | 138,207 | -6.6% | 0.28% | +8.6% |
Q1 2016 | $4,008,000 | -15.8% | 147,930 | -10.0% | 0.26% | -13.8% |
Q4 2015 | $4,760,000 | -30.0% | 164,293 | -26.5% | 0.30% | -31.5% |
Q3 2015 | $6,797,000 | -29.1% | 223,639 | -7.6% | 0.44% | -21.9% |
Q2 2015 | $9,585,000 | -10.7% | 242,036 | -3.5% | 0.56% | -8.8% |
Q1 2015 | $10,737,000 | -10.7% | 250,860 | -4.1% | 0.61% | -9.3% |
Q4 2014 | $12,018,000 | -7.0% | 261,551 | +7.5% | 0.67% | -8.0% |
Q3 2014 | $12,918,000 | +8.4% | 243,370 | +6.9% | 0.73% | +11.6% |
Q2 2014 | $11,919,000 | +23.4% | 227,559 | +9.7% | 0.66% | +21.7% |
Q1 2014 | $9,657,000 | +29.5% | 207,504 | +28.9% | 0.54% | +28.6% |
Q4 2013 | $7,460,000 | +12.6% | 160,944 | +8.3% | 0.42% | +2.9% |
Q3 2013 | $6,626,000 | +8.2% | 148,550 | +13.1% | 0.41% | +3.0% |
Q2 2013 | $6,125,000 | +41.7% | 131,317 | +38.2% | 0.40% | +41.9% |
Q1 2013 | $4,322,000 | – | 95,042 | – | 0.28% | – |
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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% |