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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $299,000 | +30.0% | 12,850 | +40.4% | 0.07% | -8.3% |
| Q2 2019 | $230,000 | -13.2% | 9,150 | -12.0% | 0.07% | +2.9% |
| Q1 2019 | $265,000 | +14.2% | 10,400 | 0.0% | 0.07% | -14.6% |
| Q4 2018 | $232,000 | -50.0% | 10,400 | -38.5% | 0.08% | -19.6% |
| Q3 2018 | $464,000 | +3.3% | 16,900 | 0.0% | 0.10% | +1.0% |
| Q2 2018 | $449,000 | +25.4% | 16,900 | +13.4% | 0.10% | +16.1% |
| Q1 2018 | $358,000 | -34.7% | 14,900 | -25.3% | 0.09% | -36.0% |
| Q4 2017 | $548,000 | -20.7% | 19,945 | -18.6% | 0.14% | -20.9% |
| Q3 2017 | $691,000 | +29.4% | 24,495 | +36.1% | 0.17% | +22.0% |
| Q2 2017 | $534,000 | -6.5% | 17,995 | +1.8% | 0.14% | -9.0% |
| Q1 2017 | $571,000 | +2.7% | 17,675 | +0.4% | 0.16% | -6.1% |
| Q4 2016 | $556,000 | -13.9% | 17,600 | -14.2% | 0.16% | -14.5% |
| Q3 2016 | $646,000 | -26.3% | 20,505 | -25.5% | 0.19% | -32.3% |
| Q2 2016 | $876,000 | +4.2% | 27,523 | -11.4% | 0.28% | -13.9% |
| Q1 2016 | $841,000 | -9.2% | 31,062 | -2.8% | 0.33% | +0.3% |
| Q4 2015 | $926,000 | -25.6% | 31,954 | -22.0% | 0.33% | -28.4% |
| Q3 2015 | $1,245,000 | -30.5% | 40,971 | -9.4% | 0.46% | -25.0% |
| Q2 2015 | $1,791,000 | -7.2% | 45,225 | +0.3% | 0.62% | -8.1% |
| Q1 2015 | $1,930,000 | +73.1% | 45,088 | +85.9% | 0.67% | +62.8% |
| Q4 2014 | $1,115,000 | +60.9% | 24,260 | +85.9% | 0.41% | +55.1% |
| Q3 2014 | $693,000 | +1.3% | 13,050 | 0.0% | 0.26% | +1.5% |
| Q2 2014 | $684,000 | +12.7% | 13,050 | 0.0% | 0.26% | +13.5% |
| Q1 2014 | $607,000 | +11.4% | 13,050 | +11.1% | 0.23% | +7.5% |
| Q4 2013 | $545,000 | +56.6% | 11,750 | +50.6% | 0.21% | +41.7% |
| Q3 2013 | $348,000 | +7.4% | 7,800 | +12.2% | 0.15% | -5.0% |
| Q2 2013 | $324,000 | – | 6,950 | – | 0.16% | – |
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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% |
| Smallwood Wealth Investment Management, LLC | 58,808 | $1,452,553 | 1.32% |