JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 322 filers reported holding JPMORGAN CHASE & CO in Q1 2015. The put-call ratio across all filers is 3.74 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $279,000 | -69.6% | 21,165 | -79.2% | 0.07% | -73.4% |
| Q1 2020 | $917,000 | -76.9% | 101,605 | -44.1% | 0.27% | -72.3% |
| Q4 2019 | $3,962,000 | -26.1% | 181,674 | -21.1% | 0.98% | -28.6% |
| Q3 2019 | $5,358,000 | -8.6% | 230,239 | -1.3% | 1.37% | -7.2% |
| Q2 2019 | $5,860,000 | -1.3% | 233,380 | +0.3% | 1.48% | -3.3% |
| Q1 2019 | $5,937,000 | +10.6% | 232,723 | -3.2% | 1.53% | +2.5% |
| Q4 2018 | $5,366,000 | -30.4% | 240,390 | -14.4% | 1.49% | -23.5% |
| Q3 2018 | $7,712,000 | +4.5% | 280,858 | +1.2% | 1.95% | +0.3% |
| Q2 2018 | $7,380,000 | +13.3% | 277,635 | +2.3% | 1.94% | +10.9% |
| Q1 2018 | $6,512,000 | -10.9% | 271,328 | +2.0% | 1.75% | -12.9% |
| Q4 2017 | $7,308,000 | +9.4% | 266,052 | +12.4% | 2.01% | +6.3% |
| Q3 2017 | $6,680,000 | -4.9% | 236,710 | +0.1% | 1.89% | -2.8% |
| Q2 2017 | $7,023,000 | -8.7% | 236,463 | -0.7% | 1.94% | -9.6% |
| Q1 2017 | $7,693,000 | +7.0% | 238,032 | +4.7% | 2.15% | +2.5% |
| Q4 2016 | $7,189,000 | -0.3% | 227,442 | -0.7% | 2.10% | -7.8% |
| Q3 2016 | $7,213,000 | +2.2% | 228,985 | +3.2% | 2.28% | +4.3% |
| Q2 2016 | $7,058,000 | +17.5% | 221,880 | +0.0% | 2.18% | +15.1% |
| Q1 2016 | $6,009,000 | -5.0% | 221,804 | +1.6% | 1.90% | -6.6% |
| Q4 2015 | $6,326,000 | -16.5% | 218,347 | -12.4% | 2.03% | -20.5% |
| Q3 2015 | $7,572,000 | -35.3% | 249,149 | -15.7% | 2.55% | -22.5% |
| Q2 2015 | $11,708,000 | -10.0% | 295,644 | -2.8% | 3.29% | -13.6% |
| Q1 2015 | $13,012,000 | -6.9% | 304,015 | -0.0% | 3.81% | -8.5% |
| Q4 2014 | $13,974,000 | -11.3% | 304,110 | +2.5% | 4.17% | -14.8% |
| Q3 2014 | $15,748,000 | +2.0% | 296,681 | +0.7% | 4.89% | -19.1% |
| Q2 2014 | $15,440,000 | +1.9% | 294,761 | -9.5% | 6.05% | -3.5% |
| Q1 2014 | $15,150,000 | +2.1% | 325,531 | +1.7% | 6.27% | +1.6% |
| Q4 2013 | $14,840,000 | +4.1% | 320,164 | +0.1% | 6.17% | -4.8% |
| Q3 2013 | $14,261,000 | -2.6% | 319,746 | +1.8% | 6.48% | -9.3% |
| Q2 2013 | $14,646,000 | – | 314,019 | – | 7.15% | – |
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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% |