JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 329 filers reported holding JPMORGAN CHASE & CO in Q4 2017. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $24,000 | +4.3% | 856 | 0.0% | 0.19% | +6.8% |
| Q2 2018 | $23,000 | -23.3% | 856 | -31.8% | 0.18% | -10.7% |
| Q1 2018 | $30,000 | -14.3% | 1,256 | 0.0% | 0.20% | +885.0% |
| Q4 2017 | $35,000 | 0.0% | 1,256 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $35,000 | -69.3% | 1,256 | -67.3% | 0.02% | -71.4% |
| Q2 2017 | $114,000 | -7.3% | 3,845 | +1.1% | 0.07% | -13.6% |
| Q1 2017 | $123,000 | +1.7% | 3,805 | -0.3% | 0.08% | +3.8% |
| Q4 2016 | $121,000 | +0.8% | 3,815 | +0.5% | 0.08% | +2.6% |
| Q3 2016 | $120,000 | +42.9% | 3,795 | +42.7% | 0.08% | +24.6% |
| Q2 2016 | $84,000 | -32.3% | 2,660 | -15.0% | 0.06% | -20.8% |
| Q2 2015 | $124,000 | -4.6% | 3,130 | +3.3% | 0.08% | -3.8% |
| Q1 2015 | $130,000 | +18.2% | 3,030 | +26.2% | 0.08% | +12.7% |
| Q4 2014 | $110,000 | -91.1% | 2,400 | -89.7% | 0.07% | -91.4% |
| Q3 2014 | $1,235,000 | +19.0% | 23,275 | +17.4% | 0.83% | +21.8% |
| Q2 2014 | $1,038,000 | +12.5% | 19,825 | 0.0% | 0.68% | +6.6% |
| Q1 2014 | $923,000 | +6.3% | 19,825 | +5.9% | 0.64% | +9.6% |
| Q4 2013 | $868,000 | +26.2% | 18,725 | +21.4% | 0.58% | +16.0% |
| Q3 2013 | $688,000 | -4.3% | 15,425 | 0.0% | 0.50% | -12.6% |
| Q2 2013 | $719,000 | – | 15,425 | – | 0.57% | – |
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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% |