JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 305 filers reported holding JPMORGAN CHASE & CO in Q3 2014. The put-call ratio across all filers is 0.41 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,843,000 | -6.6% | 65,321 | -1.7% | 0.43% | -7.7% |
| Q2 2017 | $1,973,000 | -10.9% | 66,431 | -3.1% | 0.47% | -10.8% |
| Q1 2017 | $2,214,000 | +21.0% | 68,556 | +18.4% | 0.53% | +15.8% |
| Q4 2016 | $1,830,000 | +0.9% | 57,886 | +0.5% | 0.46% | +1.1% |
| Q3 2016 | $1,814,000 | -2.2% | 57,590 | -1.2% | 0.45% | -1.5% |
| Q2 2016 | $1,854,000 | -1.3% | 58,291 | -15.9% | 0.46% | -5.0% |
| Q1 2016 | $1,879,000 | -49.5% | 69,348 | -46.0% | 0.48% | -48.0% |
| Q4 2015 | $3,721,000 | -2.7% | 128,449 | +2.1% | 0.92% | -6.6% |
| Q3 2015 | $3,825,000 | -42.6% | 125,853 | -25.3% | 0.99% | -36.0% |
| Q2 2015 | $6,667,000 | -8.2% | 168,368 | -0.7% | 1.55% | -6.5% |
| Q1 2015 | $7,259,000 | -8.3% | 169,610 | -1.5% | 1.65% | -9.8% |
| Q4 2014 | $7,914,000 | -12.3% | 172,240 | +1.4% | 1.83% | -16.4% |
| Q3 2014 | $9,019,000 | +1.6% | 169,917 | +0.3% | 2.19% | +2.9% |
| Q2 2014 | $8,876,000 | +8.2% | 169,460 | -3.9% | 2.13% | +4.5% |
| Q1 2014 | $8,203,000 | -6.4% | 176,248 | -6.8% | 2.04% | -8.2% |
| Q4 2013 | $8,761,000 | +5.1% | 189,019 | +1.1% | 2.22% | -5.4% |
| Q3 2013 | $8,338,000 | -11.2% | 186,955 | -7.1% | 2.35% | -16.0% |
| Q2 2013 | $9,391,000 | – | 201,346 | – | 2.80% | – |
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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% |