JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 331 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $318,000 | -3.0% | 11,562 | -6.4% | 0.14% | -8.8% |
| Q2 2018 | $328,000 | +8.3% | 12,354 | -2.3% | 0.15% | +9.6% |
| Q1 2018 | $303,000 | -14.2% | 12,644 | -1.7% | 0.14% | +0.7% |
| Q4 2017 | $353,000 | -29.7% | 12,859 | -27.8% | 0.13% | -37.4% |
| Q3 2017 | $502,000 | -5.5% | 17,800 | -0.5% | 0.21% | -8.5% |
| Q2 2017 | $531,000 | -6.2% | 17,884 | +2.1% | 0.23% | -26.4% |
| Q1 2017 | $566,000 | +2.2% | 17,523 | 0.0% | 0.32% | -6.2% |
| Q4 2016 | $554,000 | -0.5% | 17,523 | -0.8% | 0.34% | -12.6% |
| Q3 2016 | $557,000 | -7.3% | 17,673 | -6.5% | 0.39% | +15.8% |
| Q2 2016 | $601,000 | +13.4% | 18,903 | -3.5% | 0.34% | -1.5% |
| Q1 2016 | $530,000 | -6.2% | 19,580 | +0.5% | 0.34% | -6.8% |
| Q4 2015 | $565,000 | -27.0% | 19,491 | -23.5% | 0.36% | -29.8% |
| Q3 2015 | $774,000 | -18.8% | 25,463 | +5.8% | 0.52% | -9.6% |
| Q2 2015 | $953,000 | -16.2% | 24,072 | -9.4% | 0.58% | -14.3% |
| Q1 2015 | $1,137,000 | -6.9% | 26,565 | 0.0% | 0.67% | -8.2% |
| Q4 2014 | $1,221,000 | -9.7% | 26,565 | +4.3% | 0.73% | -18.0% |
| Q3 2014 | $1,352,000 | +1.3% | 25,465 | 0.0% | 0.89% | -0.3% |
| Q2 2014 | $1,334,000 | +12.6% | 25,465 | 0.0% | 0.89% | +7.5% |
| Q1 2014 | $1,185,000 | +0.4% | 25,465 | 0.0% | 0.83% | +0.1% |
| Q4 2013 | $1,180,000 | +3.9% | 25,465 | 0.0% | 0.83% | -5.9% |
| Q3 2013 | $1,136,000 | -4.4% | 25,465 | 0.0% | 0.88% | -8.8% |
| Q2 2013 | $1,188,000 | – | 25,465 | – | 0.97% | – |
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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |