IMA Wealth, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 302 filers reported holding JPMORGAN CHASE & CO in Q2 2016. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2018$127,000
-96.2%
5,670
-95.0%
0.06%
-96.4%
Q2 2017$3,383,000
-9.7%
113,906
-1.8%
1.63%
-13.7%
Q1 2017$3,745,000
+1.2%
115,951
-1.0%
1.88%
-17.3%
Q4 2016$3,701,000
-15.5%
117,089
-15.8%
2.28%
-9.0%
Q3 2016$4,382,000
+18.3%
139,097
+19.2%
2.50%
+7.8%
Q2 2016$3,705,000
+64.7%
116,709
+37.6%
2.32%
+78.1%
Q1 2016$2,249,000
-6.8%
84,846
-1.5%
1.30%
-10.9%
Q4 2015$2,414,000
-7.7%
86,113
-2.8%
1.46%
-11.6%
Q3 2015$2,615,000
-27.5%
88,624
-2.7%
1.66%
-3.4%
Q2 2015$3,608,000
-6.0%
91,114
+1.6%
1.72%
-8.0%
Q1 2015$3,838,000
-5.7%
89,677
+1.2%
1.87%
-11.3%
Q4 2014$4,072,000
-14.5%
88,612
-1.3%
2.10%
-6.4%
Q3 2014$4,765,000
+20.8%
89,766
+19.3%
2.25%
+24.7%
Q2 2014$3,943,000
+12.8%
75,273
+0.2%
1.80%
+10.4%
Q1 2014$3,496,000
-1.8%
75,124
-2.2%
1.63%
-3.5%
Q4 2013$3,560,000
+4.3%
76,798
+0.4%
1.69%
+1.1%
Q3 2013$3,412,000
-4.2%
76,496
+0.2%
1.67%
-13.4%
Q2 2013$3,561,00076,3591.93%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2016
NameSharesValueWeighting ↓
FORTEM FINANCIAL GROUP, LLC 375,885$9,284,3605.44%
NICOLET BANKSHARES INC 333,920$8,247,8242.53%
Parkside Financial Bank & Trust 423,397$10,457,9002.42%
BRIGHTON JONES LLC 1,650,284$40,762,0162.07%
AlphaQ Advisors LLC 88,566$2,187,5801.90%
NOESIS CAPITAL MANGEMENT CORP 533,126$13,168,2161.73%
My Personal CFO, LLC 81,377$2,010,0191.62%
Arrow Investment Advisors, LLC 73,178$1,807,4971.44%
NICOLET ADVISORY SERVICES, LLC 547,156$12,994,9591.44%
Capital Advisory Group Advisory Services, LLC 94,310$2,329,4571.32%
View complete list of JPMORGAN CHASE & CO shareholders