JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 280 filers reported holding JPMORGAN CHASE & CO in Q1 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $164,000 | -67.4% | 18,215 | -21.1% | 0.04% | -60.5% |
| Q4 2019 | $503,000 | +0.2% | 23,081 | +7.0% | 0.11% | -7.3% |
| Q3 2019 | $502,000 | -5.6% | 21,564 | +1.8% | 0.12% | -6.8% |
| Q2 2019 | $532,000 | -8.4% | 21,179 | -7.0% | 0.13% | -12.6% |
| Q1 2019 | $581,000 | +6.8% | 22,776 | -6.6% | 0.15% | -1.3% |
| Q4 2018 | $544,000 | -21.3% | 24,376 | -3.1% | 0.15% | -19.0% |
| Q3 2018 | $691,000 | +7.5% | 25,154 | +4.0% | 0.19% | +6.8% |
| Q2 2018 | $643,000 | +9.9% | 24,184 | -0.8% | 0.18% | +9.3% |
| Q1 2018 | $585,000 | -18.3% | 24,369 | -6.4% | 0.16% | -12.4% |
| Q4 2017 | $716,000 | -26.2% | 26,049 | -24.2% | 0.18% | -30.2% |
| Q3 2017 | $970,000 | -35.2% | 34,375 | -31.9% | 0.26% | -37.4% |
| Q2 2017 | $1,498,000 | -17.5% | 50,450 | -12.2% | 0.42% | -19.9% |
| Q1 2017 | $1,816,000 | 0.0% | 57,455 | 0.0% | 0.53% | +1.1% |
| Q4 2016 | $1,816,000 | -0.3% | 57,455 | -0.6% | 0.52% | -0.2% |
| Q3 2016 | $1,822,000 | -11.6% | 57,830 | -10.7% | 0.52% | -15.1% |
| Q2 2016 | $2,060,000 | +28.6% | 64,770 | +9.5% | 0.62% | +27.3% |
| Q1 2016 | $1,602,000 | +39.1% | 59,125 | +48.6% | 0.48% | +42.8% |
| Q4 2015 | $1,152,000 | +1322.2% | 39,775 | +1400.9% | 0.34% | +1256.0% |
| Q3 2015 | $81,000 | -98.4% | 2,650 | -98.0% | 0.02% | -96.9% |
| Q2 2015 | $5,212,000 | +41.1% | 131,620 | +52.5% | 0.80% | -29.6% |
| Q1 2015 | $3,694,000 | +25.0% | 86,310 | +34.2% | 1.14% | +25.7% |
| Q4 2014 | $2,955,000 | +646.2% | 64,300 | +762.5% | 0.91% | +695.6% |
| Q3 2014 | $396,000 | -3.2% | 7,455 | -4.5% | 0.11% | -0.9% |
| Q2 2014 | $409,000 | +12.7% | 7,805 | 0.0% | 0.12% | +9.5% |
| Q1 2014 | $363,000 | +8.7% | 7,805 | +8.3% | 0.10% | +5.0% |
| Q4 2013 | $334,000 | +40.9% | 7,205 | +35.8% | 0.10% | +16.3% |
| Q3 2013 | $237,000 | +17.9% | 5,305 | +23.2% | 0.09% | +28.4% |
| Q2 2013 | $201,000 | – | 4,305 | – | 0.07% | – |
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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% |