JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $4,464,000 | +0.1% | 167,945 | +3.4% | 0.68% | +6.7% |
| Q3 2018 | $4,461,000 | -0.1% | 162,455 | -3.3% | 0.64% | -5.9% |
| Q2 2018 | $4,464,000 | +9.3% | 167,945 | -1.3% | 0.68% | +4.1% |
| Q1 2018 | $4,084,000 | -10.3% | 170,157 | +2.6% | 0.65% | -4.0% |
| Q4 2017 | $4,554,000 | +9008.0% | 165,785 | +13099.4% | 0.68% | +8375.0% |
| Q2 2015 | $50,000 | -5.7% | 1,256 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $53,000 | -41.1% | 1,256 | -35.8% | 0.01% | -27.3% |
| Q4 2014 | $90,000 | -36.2% | 1,956 | -26.4% | 0.01% | -42.1% |
| Q3 2014 | $141,000 | +56.7% | 2,656 | +54.1% | 0.02% | +58.3% |
| Q2 2014 | $90,000 | +12.5% | 1,723 | 0.0% | 0.01% | -7.7% |
| Q1 2014 | $80,000 | 0.0% | 1,723 | 0.0% | 0.01% | +8.3% |
| Q4 2013 | $80,000 | -25.9% | 1,723 | -28.9% | 0.01% | -36.8% |
| Q3 2013 | $108,000 | -12.2% | 2,423 | -8.0% | 0.02% | -17.4% |
| Q2 2013 | $123,000 | – | 2,633 | – | 0.02% | – |
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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% |