NOVARE CAPITAL MANAGEMENT LLC - JPMORGAN CHASE & CO ownership

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
NOVARE CAPITAL MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
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$3,771,00080,8541.27%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2014
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