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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $515,000 | +7.3% | 23,618 | +14.2% | 0.00% | 0.0% |
| Q3 2019 | $480,000 | -58.8% | 20,683 | -55.5% | 0.00% | -62.5% |
| Q2 2019 | $1,165,000 | +32.2% | 46,437 | +34.4% | 0.01% | +14.3% |
| Q1 2019 | $881,000 | -12.5% | 34,548 | -23.4% | 0.01% | -22.2% |
| Q4 2018 | $1,007,000 | +19.0% | 45,074 | +46.4% | 0.01% | +28.6% |
| Q3 2018 | $846,000 | +1.6% | 30,787 | -11.3% | 0.01% | -12.5% |
| Q2 2018 | $833,000 | 0.0% | 34,705 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $833,000 | -25.8% | 34,705 | -15.1% | 0.01% | -27.3% |
| Q4 2017 | $1,123,000 | -9.7% | 40,874 | -7.2% | 0.01% | -15.4% |
| Q3 2017 | $1,243,000 | -8.5% | 44,040 | -3.6% | 0.01% | -18.8% |
| Q2 2017 | $1,358,000 | -2.5% | 45,703 | +5.9% | 0.02% | -11.1% |
| Q1 2017 | $1,393,000 | -0.3% | 43,165 | -2.3% | 0.02% | -5.3% |
| Q4 2016 | $1,397,000 | -6.1% | 44,185 | -6.4% | 0.02% | -13.6% |
| Q3 2016 | $1,488,000 | +1.0% | 47,227 | +2.0% | 0.02% | -8.3% |
| Q2 2016 | $1,473,000 | +32.2% | 46,312 | +12.5% | 0.02% | +20.0% |
| Q1 2016 | $1,114,000 | -37.4% | 41,151 | -32.6% | 0.02% | -39.4% |
| Q4 2015 | $1,779,000 | -57.1% | 61,031 | -54.6% | 0.03% | -61.2% |
| Q3 2015 | $4,144,000 | -55.0% | 134,363 | -41.9% | 0.08% | -50.0% |
| Q2 2015 | $9,217,000 | -74.9% | 231,208 | -72.8% | 0.17% | -75.9% |
| Q1 2015 | $36,740,000 | -12.9% | 849,178 | -6.2% | 0.70% | -24.4% |
| Q4 2014 | $42,163,000 | -3.7% | 905,629 | +10.1% | 0.93% | -21.8% |
| Q3 2014 | $43,796,000 | -3.1% | 822,432 | -5.8% | 1.19% | -3.6% |
| Q2 2014 | $45,190,000 | +17.0% | 873,501 | +4.9% | 1.24% | +9.8% |
| Q1 2014 | $38,630,000 | +31.2% | 832,931 | +30.6% | 1.13% | +24.1% |
| Q4 2013 | $29,438,000 | +7.6% | 637,951 | +4.1% | 0.91% | -2.0% |
| Q3 2013 | $27,353,000 | +3.0% | 612,798 | +7.0% | 0.93% | -2.1% |
| Q2 2013 | $26,547,000 | – | 572,576 | – | 0.95% | – |
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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% |