JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 305 filers reported holding JPMORGAN CHASE & CO in Q1 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $218,000 | -6.4% | 10,000 | 0.0% | 0.02% | -15.8% |
| Q3 2019 | $233,000 | -7.2% | 10,000 | 0.0% | 0.02% | -9.5% |
| Q2 2019 | $251,000 | -1.6% | 10,000 | 0.0% | 0.02% | -4.5% |
| Q1 2019 | $255,000 | +14.3% | 10,000 | 0.0% | 0.02% | +4.8% |
| Q4 2018 | $223,000 | -18.9% | 10,000 | 0.0% | 0.02% | -8.7% |
| Q3 2018 | $275,000 | +3.4% | 10,000 | 0.0% | 0.02% | -4.2% |
| Q2 2018 | $266,000 | +10.8% | 10,000 | 0.0% | 0.02% | +9.1% |
| Q1 2018 | $240,000 | -12.7% | 10,000 | 0.0% | 0.02% | -12.0% |
| Q4 2017 | $275,000 | -2.5% | 10,000 | 0.0% | 0.02% | -7.4% |
| Q3 2017 | $282,000 | -5.1% | 10,000 | 0.0% | 0.03% | -6.9% |
| Q2 2017 | $297,000 | -8.0% | 10,000 | 0.0% | 0.03% | -12.1% |
| Q1 2017 | $323,000 | +19.2% | 10,000 | 0.0% | 0.03% | +6.5% |
| Q1 2016 | $271,000 | -6.6% | 10,000 | 0.0% | 0.03% | -8.8% |
| Q4 2015 | $290,000 | +37.4% | 10,000 | +117.4% | 0.03% | +36.0% |
| Q4 2014 | $211,000 | -13.5% | 4,600 | 0.0% | 0.02% | -21.9% |
| Q3 2014 | $244,000 | +1.2% | 4,600 | 0.0% | 0.03% | +3.2% |
| Q2 2014 | $241,000 | +12.6% | 4,600 | 0.0% | 0.03% | +6.9% |
| Q1 2014 | $214,000 | -28.7% | 4,600 | -28.8% | 0.03% | -31.0% |
| Q4 2013 | $300,000 | +46.3% | 6,464 | +40.5% | 0.04% | +27.3% |
| Q3 2013 | $205,000 | -4.7% | 4,600 | 0.0% | 0.03% | -5.7% |
| Q2 2013 | $215,000 | – | 4,600 | – | 0.04% | – |
Download | ||||||
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% |