JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 297 filers reported holding JPMORGAN CHASE & CO in Q2 2014. The put-call ratio across all filers is 16.17 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $66,000 | +57.1% | 2,210 | +69.1% | 0.00% | +100.0% |
| Q1 2017 | $42,000 | +2.4% | 1,307 | 0.0% | 0.00% | -50.0% |
| Q4 2016 | $41,000 | +64.0% | 1,307 | +64.4% | 0.00% | +100.0% |
| Q3 2016 | $25,000 | -97.0% | 795 | -97.1% | 0.00% | -97.9% |
| Q3 2015 | $839,000 | -28.5% | 27,610 | -6.8% | 0.05% | -22.6% |
| Q2 2015 | $1,173,000 | -6.4% | 29,625 | +1.2% | 0.06% | -3.1% |
| Q1 2015 | $1,253,000 | -7.5% | 29,275 | -0.7% | 0.06% | -7.2% |
| Q4 2014 | $1,354,000 | -11.7% | 29,475 | +2.1% | 0.07% | -14.8% |
| Q3 2014 | $1,533,000 | +6.9% | 28,875 | +5.5% | 0.08% | +6.6% |
| Q2 2014 | $1,434,000 | – | 27,375 | – | 0.08% | – |
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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% |