JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 335 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $313,000 | -29.2% | 10,554 | -22.9% | 0.13% | -15.0% |
| Q1 2017 | $442,000 | +4.5% | 13,690 | +2.2% | 0.15% | +10.1% |
| Q4 2016 | $423,000 | +3.2% | 13,390 | +2.9% | 0.14% | +7.8% |
| Q3 2016 | $410,000 | +17.1% | 13,015 | +18.4% | 0.13% | +17.3% |
| Q2 2016 | $350,000 | -72.0% | 10,995 | -76.2% | 0.11% | -68.5% |
| Q1 2016 | $1,249,000 | +25.9% | 46,115 | +34.7% | 0.35% | +18.7% |
| Q4 2015 | $992,000 | -55.3% | 34,240 | -53.1% | 0.29% | -39.0% |
| Q3 2015 | $2,217,000 | -36.4% | 72,945 | -17.1% | 0.48% | -30.8% |
| Q2 2015 | $3,484,000 | +0.4% | 87,980 | +8.5% | 0.70% | -1.8% |
| Q1 2015 | $3,470,000 | -37.6% | 81,070 | -33.1% | 0.71% | -36.6% |
| Q4 2014 | $5,565,000 | +726.9% | 121,107 | +854.9% | 1.12% | +518.8% |
| Q3 2014 | $673,000 | +429.9% | 12,683 | +423.0% | 0.18% | +402.8% |
| Q2 2014 | $127,000 | – | 2,425 | – | 0.04% | – |
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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% |