JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 329 filers reported holding JPMORGAN CHASE & CO in Q4 2017. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,169 | -10.2% | 128,300 | -16.7% | 0.01% | 0.0% |
| Q2 2023 | $3,528 | +151.6% | 154,000 | +143.7% | 0.01% | +150.0% |
| Q1 2023 | $1,402 | +25.9% | 63,200 | +23.4% | 0.00% | 0.0% |
| Q4 2022 | $1,114 | -99.8% | 51,200 | +44.6% | 0.00% | +100.0% |
| Q3 2021 | $643,000 | +18.0% | 35,400 | -41.3% | 0.00% | 0.0% |
| Q1 2020 | $545,000 | -39.8% | 60,300 | +67.0% | 0.00% | 0.0% |
| Q2 2019 | $906,000 | +70.6% | 36,100 | +73.6% | 0.00% | – |
| Q1 2019 | $531,000 | -60.6% | 20,800 | -65.6% | 0.00% | -100.0% |
| Q4 2018 | $1,348,000 | +471.2% | 60,400 | +602.3% | 0.00% | – |
| Q3 2018 | $236,000 | -91.0% | 8,600 | -92.1% | 0.00% | -100.0% |
| Q2 2018 | $2,628,000 | 0.0% | 109,500 | 0.0% | 0.00% | -66.7% |
| Q1 2018 | $2,628,000 | +25.2% | 109,500 | +43.3% | 0.00% | +50.0% |
| Q4 2017 | $2,099,000 | – | 76,400 | – | 0.00% | – |
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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% |