JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 335 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $185,000 | -81.8% | 20,460 | -56.0% | 0.03% | -76.6% |
| Q4 2019 | $1,014,000 | -30.2% | 46,485 | -25.5% | 0.14% | -34.7% |
| Q3 2019 | $1,453,000 | -9.4% | 62,425 | -2.3% | 0.22% | -11.5% |
| Q2 2019 | $1,604,000 | -41.4% | 63,895 | -40.5% | 0.24% | -43.0% |
| Q1 2019 | $2,737,000 | +14.3% | 107,305 | -0.0% | 0.43% | -2.1% |
| Q4 2018 | $2,395,000 | +107.5% | 107,325 | +155.4% | 0.44% | +137.5% |
| Q3 2018 | $1,154,000 | +10.7% | 42,025 | +7.2% | 0.18% | +4.0% |
| Q2 2018 | $1,042,000 | +4.2% | 39,195 | -6.0% | 0.18% | +1.1% |
| Q1 2018 | $1,000,000 | -11.7% | 41,675 | +1.0% | 0.18% | -9.3% |
| Q4 2017 | $1,133,000 | -4.8% | 41,245 | -2.2% | 0.19% | -7.7% |
| Q3 2017 | $1,190,000 | -2.5% | 42,155 | +2.6% | 0.21% | -24.0% |
| Q2 2017 | $1,220,000 | +272.0% | 41,090 | +305.0% | 0.28% | +261.8% |
| Q1 2017 | $328,000 | -73.7% | 10,145 | -74.1% | 0.08% | -77.4% |
| Q2 2016 | $1,246,000 | +16.4% | 39,185 | -0.8% | 0.34% | +12.0% |
| Q1 2016 | $1,070,000 | -38.0% | 39,492 | -33.7% | 0.30% | -36.3% |
| Q4 2015 | $1,726,000 | -39.6% | 59,581 | -36.7% | 0.47% | -40.2% |
| Q3 2015 | $2,859,000 | -12.8% | 94,066 | +13.6% | 0.79% | -2.7% |
| Q2 2015 | $3,280,000 | -9.8% | 82,821 | -2.6% | 0.81% | -10.1% |
| Q1 2015 | $3,638,000 | -8.8% | 84,990 | -2.1% | 0.90% | -9.3% |
| Q4 2014 | $3,989,000 | -13.5% | 86,813 | -0.1% | 0.99% | -12.1% |
| Q3 2014 | $4,613,000 | +0.4% | 86,903 | -0.9% | 1.13% | +0.9% |
| Q2 2014 | $4,595,000 | +8.0% | 87,732 | -4.0% | 1.12% | -1.5% |
| Q1 2014 | $4,255,000 | +0.4% | 91,432 | +0.0% | 1.14% | -3.2% |
| Q4 2013 | $4,237,000 | +6.9% | 91,422 | +2.9% | 1.17% | -4.9% |
| Q3 2013 | $3,962,000 | +5.1% | 88,839 | +9.9% | 1.23% | -2.7% |
| Q2 2013 | $3,771,000 | – | 80,854 | – | 1.27% | – |
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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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |