JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 280 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.11 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $244,000 | -70.3% | 27,045 | -28.3% | 0.03% | -62.7% |
| Q4 2019 | $822,000 | -42.5% | 37,700 | -38.6% | 0.08% | -46.5% |
| Q3 2019 | $1,430,000 | -11.9% | 61,450 | -4.9% | 0.16% | -12.4% |
| Q2 2019 | $1,623,000 | +0.4% | 64,650 | +2.0% | 0.18% | 0.0% |
| Q1 2019 | $1,617,000 | +58.1% | 63,400 | +38.3% | 0.18% | +40.5% |
| Q4 2018 | $1,023,000 | -49.6% | 45,840 | -37.9% | 0.13% | -41.1% |
| Q3 2018 | $2,028,000 | +5.0% | 73,845 | +1.7% | 0.21% | -2.3% |
| Q2 2018 | $1,931,000 | +9.5% | 72,645 | -1.1% | 0.22% | +6.8% |
| Q1 2018 | $1,763,000 | -6.2% | 73,470 | +7.4% | 0.20% | -1.9% |
| Q4 2017 | $1,880,000 | +39.2% | 68,436 | +43.0% | 0.21% | +31.4% |
| Q3 2017 | $1,351,000 | +79.2% | 47,871 | +88.5% | 0.16% | +72.8% |
| Q2 2017 | $754,000 | -5.9% | 25,401 | +2.4% | 0.09% | -8.9% |
| Q1 2017 | $801,000 | -50.1% | 24,801 | -51.2% | 0.10% | -52.6% |
| Q4 2016 | $1,606,000 | +123.7% | 50,806 | +122.9% | 0.21% | +119.6% |
| Q3 2016 | $718,000 | -3.5% | 22,795 | -2.6% | 0.10% | -4.0% |
| Q2 2016 | $744,000 | +31.2% | 23,395 | +11.8% | 0.10% | +29.5% |
| Q1 2016 | $567,000 | -2.4% | 20,930 | +4.4% | 0.08% | -4.9% |
| Q4 2015 | $581,000 | -3.8% | 20,055 | +1.0% | 0.08% | -6.8% |
| Q3 2015 | $604,000 | -23.3% | 19,865 | 0.0% | 0.09% | -15.4% |
| Q2 2015 | $787,000 | -18.6% | 19,865 | -12.1% | 0.10% | -23.5% |
| Q1 2015 | $967,000 | -7.4% | 22,600 | -0.5% | 0.14% | -1.4% |
| Q4 2014 | $1,044,000 | -21.2% | 22,705 | -9.1% | 0.14% | -24.6% |
| Q3 2014 | $1,325,000 | -0.4% | 24,970 | -1.7% | 0.18% | +0.5% |
| Q2 2014 | $1,330,000 | -8.1% | 25,400 | -18.3% | 0.18% | -11.7% |
| Q1 2014 | $1,447,000 | -58.2% | 31,100 | -58.3% | 0.21% | -60.3% |
| Q4 2013 | $3,460,000 | +1.5% | 74,649 | -2.3% | 0.52% | -7.0% |
| Q3 2013 | $3,409,000 | -3.9% | 76,435 | +0.5% | 0.56% | -8.4% |
| Q2 2013 | $3,546,000 | – | 76,035 | – | 0.61% | – |
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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% |