JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 316 filers reported holding JPMORGAN CHASE & CO in Q1 2017. The put-call ratio across all filers is 0.13 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2017 | $263,000 | +1.2% | 8,135 | -1.2% | 0.04% | -4.5% |
Q4 2016 | $260,000 | -16.4% | 8,235 | -16.7% | 0.04% | -15.4% |
Q3 2016 | $311,000 | -12.6% | 9,885 | -11.6% | 0.05% | -16.1% |
Q2 2016 | $356,000 | +17.1% | 11,185 | -0.4% | 0.06% | +8.8% |
Q1 2016 | $304,000 | -24.8% | 11,225 | -19.4% | 0.06% | -27.8% |
Q4 2015 | $404,000 | -91.4% | 13,927 | -91.0% | 0.08% | -91.5% |
Q3 2015 | $4,713,000 | -20.5% | 155,115 | +3.6% | 0.93% | -17.3% |
Q2 2015 | $5,930,000 | +13.0% | 149,729 | +22.1% | 1.13% | +7.2% |
Q1 2015 | $5,248,000 | +0.6% | 122,609 | +8.0% | 1.05% | -6.3% |
Q4 2014 | $5,216,000 | -10.3% | 113,511 | +3.6% | 1.12% | -15.4% |
Q3 2014 | $5,818,000 | +5.3% | 109,618 | +4.0% | 1.33% | +3.5% |
Q2 2014 | $5,523,000 | +17.6% | 105,441 | +4.5% | 1.28% | +9.5% |
Q1 2014 | $4,697,000 | +13.8% | 100,917 | +13.3% | 1.17% | +33.8% |
Q4 2013 | $4,128,000 | -45.8% | 89,052 | -47.9% | 0.88% | +0.9% |
Q3 2013 | $7,616,000 | +100.5% | 170,770 | +109.6% | 0.87% | -12.6% |
Q2 2013 | $3,799,000 | – | 81,455 | – | 0.99% | – |
Download |
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% |