JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 280 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.11 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $41,004,000 | -24.4% | 1,880,046 | -19.4% | 5.42% | -29.6% |
| Q3 2019 | $54,267,000 | -10.3% | 2,332,075 | -3.2% | 7.70% | -9.0% |
| Q2 2019 | $60,472,000 | -4.9% | 2,408,288 | -3.4% | 8.46% | -5.7% |
| Q1 2019 | $63,603,000 | +29.8% | 2,493,257 | +13.5% | 8.97% | +13.1% |
| Q4 2018 | $49,019,000 | -29.7% | 2,196,184 | -13.5% | 7.93% | -16.7% |
| Q3 2018 | $69,719,000 | +5.1% | 2,538,929 | +1.8% | 9.52% | +4.4% |
| Q2 2018 | $66,309,000 | +24.5% | 2,494,699 | +12.4% | 9.12% | +25.4% |
| Q1 2018 | $53,269,000 | +17.5% | 2,219,539 | +34.5% | 7.28% | +27.1% |
| Q4 2017 | $45,347,000 | -35.3% | 1,650,765 | -33.6% | 5.72% | -37.6% |
| Q3 2017 | $70,142,000 | +2.6% | 2,485,527 | +8.0% | 9.18% | +0.7% |
| Q2 2017 | $68,348,000 | -0.3% | 2,301,253 | +8.4% | 9.11% | -4.0% |
| Q1 2017 | $68,582,000 | +23.1% | 2,123,267 | +20.5% | 9.49% | +17.2% |
| Q4 2016 | $55,695,000 | +4.2% | 1,761,951 | +3.8% | 8.10% | +0.2% |
| Q3 2016 | $53,455,000 | +13.1% | 1,696,980 | +14.2% | 8.08% | +10.1% |
| Q2 2016 | $47,263,000 | +95.6% | 1,485,781 | +66.6% | 7.34% | +72.5% |
| Q1 2016 | $24,166,000 | +520.8% | 892,068 | +563.8% | 4.26% | +523.9% |
| Q4 2015 | $3,893,000 | +121.8% | 134,382 | +132.7% | 0.68% | +113.1% |
| Q3 2015 | $1,755,000 | -95.2% | 57,739 | -93.8% | 0.32% | -94.7% |
| Q2 2015 | $36,645,000 | -3.9% | 925,374 | +3.9% | 6.08% | -9.5% |
| Q1 2015 | $38,125,000 | +1.3% | 890,779 | +8.8% | 6.72% | +1.9% |
| Q4 2014 | $37,618,000 | -12.1% | 818,693 | +1.6% | 6.59% | -22.9% |
| Q3 2014 | $42,787,000 | -0.4% | 806,077 | -1.7% | 8.55% | +5.6% |
| Q2 2014 | $42,967,000 | +18.3% | 820,291 | +5.2% | 8.10% | +7.8% |
| Q1 2014 | $36,306,000 | -2.6% | 780,096 | -3.0% | 7.52% | -9.3% |
| Q4 2013 | $37,267,000 | +5.2% | 804,047 | +1.2% | 8.29% | -4.3% |
| Q3 2013 | $35,427,000 | -73.3% | 794,329 | -72.1% | 8.66% | +11.0% |
| Q2 2013 | $132,644,000 | – | 2,844,029 | – | 7.80% | – |
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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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |