JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 314 filers reported holding JPMORGAN CHASE & CO in Q4 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,114,000 | -69.6% | 96,942 | -67.6% | 0.10% | -70.6% |
| Q3 2019 | $6,954,000 | -10.8% | 298,824 | -3.7% | 0.33% | -12.6% |
| Q2 2019 | $7,793,000 | -0.8% | 310,363 | +0.7% | 0.37% | -8.6% |
| Q1 2019 | $7,859,000 | -0.4% | 308,087 | -12.9% | 0.41% | -10.1% |
| Q4 2018 | $7,894,000 | +9.4% | 353,694 | +34.5% | 0.46% | +20.7% |
| Q3 2018 | $7,219,000 | +2.8% | 262,881 | -0.5% | 0.38% | -3.1% |
| Q2 2018 | $7,019,000 | +21.6% | 264,084 | +9.8% | 0.39% | +20.1% |
| Q1 2018 | $5,774,000 | -18.5% | 240,588 | -6.8% | 0.32% | -16.3% |
| Q4 2017 | $7,089,000 | -4.9% | 258,046 | -2.3% | 0.39% | -5.8% |
| Q3 2017 | $7,452,000 | +28.5% | 264,079 | +36.9% | 0.41% | -2.8% |
| Q2 2017 | $5,801,000 | – | 192,935 | – | 0.42% | – |
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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% |