JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 309 filers reported holding JPMORGAN CHASE & CO in Q2 2017. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $273,000 | -52.7% | 9,942 | -54.2% | 0.09% | -52.3% |
| Q2 2018 | $577,000 | -20.9% | 21,692 | -28.6% | 0.20% | -25.3% |
| Q1 2018 | $729,000 | -92.7% | 30,392 | -91.7% | 0.26% | -92.5% |
| Q4 2017 | $10,033,000 | -53.3% | 365,221 | -52.0% | 3.48% | -54.6% |
| Q3 2017 | $21,482,000 | -17.9% | 761,223 | -13.6% | 7.67% | -19.3% |
| Q2 2017 | $26,164,000 | -0.2% | 880,956 | +8.6% | 9.50% | +0.8% |
| Q1 2017 | $26,211,000 | +161.7% | 811,474 | +156.1% | 9.43% | +131.3% |
| Q4 2016 | $10,014,000 | +3.3% | 316,802 | +2.9% | 4.08% | -29.6% |
| Q3 2016 | $9,698,000 | +21.1% | 307,864 | +22.3% | 5.79% | +28.2% |
| Q2 2016 | $8,008,000 | +58.2% | 251,758 | +34.7% | 4.52% | +42.8% |
| Q1 2016 | $5,063,000 | +27.4% | 186,898 | +36.2% | 3.16% | +9.4% |
| Q4 2015 | $3,975,000 | -68.5% | 137,218 | -67.0% | 2.89% | -68.9% |
| Q3 2015 | $12,625,000 | +121.5% | 415,433 | +188.7% | 9.28% | +108.6% |
| Q2 2015 | $5,699,000 | +8.6% | 143,912 | +17.3% | 4.45% | +7.5% |
| Q1 2015 | $5,250,000 | +3.4% | 122,670 | +11.0% | 4.14% | +3.3% |
| Q4 2014 | $5,078,000 | -29.9% | 110,518 | -19.0% | 4.00% | -33.9% |
| Q3 2014 | $7,244,000 | +18.5% | 136,468 | +16.9% | 6.06% | +23.2% |
| Q2 2014 | $6,115,000 | +51.7% | 116,741 | +34.7% | 4.92% | +10.8% |
| Q1 2014 | $4,032,000 | +120.2% | 86,642 | +119.3% | 4.44% | +131.1% |
| Q4 2013 | $1,831,000 | +16.5% | 39,508 | +12.1% | 1.92% | +22.3% |
| Q3 2013 | $1,572,000 | -1.1% | 35,250 | +3.4% | 1.57% | +24.5% |
| Q2 2013 | $1,590,000 | – | 34,097 | – | 1.26% | – |
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% |