JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 309 filers reported holding JPMORGAN CHASE & CO in Q2 2017. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $912,000 | -8.4% | 33,200 | -5.9% | 0.10% | -12.4% |
| Q3 2017 | $996,000 | -2.1% | 35,300 | +3.1% | 0.11% | -1.7% |
| Q2 2017 | $1,017,000 | -0.4% | 34,250 | +8.4% | 0.12% | -3.4% |
| Q1 2017 | $1,021,000 | +7.8% | 31,600 | +5.5% | 0.12% | +4.4% |
| Q4 2016 | $947,000 | +16.9% | 29,950 | +16.5% | 0.11% | +15.2% |
| Q3 2016 | $810,000 | +15.5% | 25,700 | +16.6% | 0.10% | +11.2% |
| Q2 2016 | $701,000 | +47.9% | 22,050 | +26.0% | 0.09% | +45.9% |
| Q1 2016 | $474,000 | +80.9% | 17,500 | +93.4% | 0.06% | +84.8% |
| Q4 2015 | $262,000 | – | 9,050 | – | 0.03% | – |
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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% |