JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 277 filers reported holding JPMORGAN CHASE & CO in Q1 2014. The put-call ratio across all filers is 4.95 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $5,294,000 | +1.7% | 123,694 | +9.2% | 1.73% | -3.5% |
| Q4 2014 | $5,206,000 | -6.9% | 113,288 | +7.6% | 1.80% | -12.6% |
| Q3 2014 | $5,591,000 | +2.2% | 105,330 | +0.9% | 2.05% | 0.0% |
| Q2 2014 | $5,469,000 | -41.7% | 104,415 | -48.2% | 2.05% | +9.8% |
| Q1 2014 | $9,376,000 | +108.5% | 201,466 | +107.7% | 1.87% | +3.9% |
| Q4 2013 | $4,496,000 | +6.2% | 97,003 | +2.2% | 1.80% | -3.9% |
| Q3 2013 | $4,232,000 | -43.6% | 94,888 | -41.0% | 1.87% | +12.1% |
| Q2 2013 | $7,504,000 | – | 160,890 | – | 1.67% | – |
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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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |