HBK Sorce Advisory LLC - JPMORGAN CHASE & CO ownership

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
HBK Sorce Advisory LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2018$246,000
-9.2%
8,970
-12.1%
0.03%
-9.7%
Q2 2018$271,000
-2.9%
10,200
-12.4%
0.03%
-11.4%
Q1 2018$279,000
-13.4%
11,645
-0.8%
0.04%
-7.9%
Q4 2017$322,000
-26.8%
11,735
-24.7%
0.04%
-42.4%
Q3 2017$440,000
-94.2%
15,577
-93.9%
0.07%
-94.5%
Q2 2017$7,537,000
-7.9%
253,771
+0.1%
1.21%
-13.0%
Q1 2017$8,185,000
-3.3%
253,395
-5.4%
1.39%
-9.2%
Q4 2016$8,463,000
-1.6%
267,744
-1.9%
1.53%
-10.5%
Q3 2016$8,598,000
-8.7%
272,962
-7.8%
1.71%
-15.2%
Q2 2016$9,420,000
+10.9%
296,143
-5.6%
2.02%
+0.7%
Q1 2016$8,495,000
-8.3%
313,603
-1.9%
2.00%
-17.3%
Q4 2015$9,260,000
-12.4%
319,630
-8.2%
2.42%
-29.5%
Q3 2015$10,576,000
-25.2%
348,004
-2.5%
3.43%
-28.6%
Q2 2015$14,133,000
-8.4%
356,905
-1.0%
4.80%
-8.6%
Q1 2015$15,425,000
-10.7%
360,399
-4.1%
5.26%
-11.7%
Q4 2014$17,268,000
-52.4%
375,792
-45.0%
5.95%
-54.6%
Q3 2014$36,242,000
-2.1%
682,787
-3.4%
13.10%
+1.9%
Q2 2014$37,029,000
+9.7%
706,922
-2.9%
12.85%
+4.3%
Q1 2014$33,766,000
-1.7%
727,868
-1.7%
12.33%
-0.2%
Q4 2013$34,333,000
+2.3%
740,732
-1.6%
12.35%
-11.0%
Q3 2013$33,563,000
-53.2%
752,525
-51.1%
13.88%
-10.5%
Q2 2013$71,744,0001,538,25615.50%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2017
NameSharesValueWeighting ↓
BRIGHTON JONES LLC 6,639,884$110,156,0006.52%
Arlington Partners LLC 1,008,242$16,727,0006.12%
Advisory Services & Investments, LLC 217,236$3,604,0002.93%
Sageworth Trust Co 1,966,334$32,622,0002.71%
Rye Brook Capital LLC 216,800$3,597,0002.62%
FORTEM FINANCIAL GROUP, LLC 256,543$4,256,0002.46%
Parkside Financial Bank & Trust 328,278$5,446,0001.64%
Greytown Advisors Inc. 199,246$3,305,0001.64%
NOESIS CAPITAL MANGEMENT CORP 337,708$5,603,000,0001.26%
NICOLET BANKSHARES INC 271,951$4,512,0001.25%
View complete list of JPMORGAN CHASE & CO shareholders