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 2023 | $596,937 | +42.1% | 24,168 | +31.8% | 0.00% | 0.0% |
| Q2 2023 | $419,992 | +25.1% | 18,332 | +21.2% | 0.00% | 0.0% |
| Q1 2023 | $335,763 | +59.4% | 15,131 | +56.2% | 0.00% | – |
| Q4 2022 | $210,699 | +4.8% | 9,688 | -3.5% | 0.00% | – |
| Q3 2022 | $201,000 | +3.6% | 10,042 | -1.7% | 0.00% | – |
| Q2 2022 | $194,000 | -11.0% | 10,211 | -2.0% | 0.00% | – |
| Q1 2022 | $218,000 | +17.2% | 10,416 | -0.0% | 0.00% | – |
| Q4 2021 | $186,000 | -10.1% | 10,421 | -8.5% | 0.00% | – |
| Q3 2021 | $207,000 | -9.6% | 11,386 | -2.3% | 0.00% | – |
| Q2 2021 | $229,000 | -3.4% | 11,657 | -18.2% | 0.00% | -100.0% |
| Q1 2021 | $237,000 | -6.0% | 14,259 | -21.6% | 0.00% | 0.0% |
| Q4 2020 | $252,000 | +24.1% | 18,176 | -3.4% | 0.00% | 0.0% |
| Q3 2020 | $203,000 | -17.1% | 18,824 | +1.5% | 0.00% | 0.0% |
| Q2 2020 | $245,000 | -51.4% | 18,542 | -19.7% | 0.00% | -50.0% |
| Q4 2019 | $504,000 | -77.0% | 23,094 | -75.5% | 0.00% | -75.0% |
| Q3 2019 | $2,194,000 | -14.2% | 94,295 | -7.4% | 0.01% | -20.0% |
| Q2 2019 | $2,557,000 | -0.6% | 101,826 | +1.0% | 0.01% | -9.1% |
| Q1 2019 | $2,572,000 | +25.2% | 100,823 | +9.5% | 0.01% | 0.0% |
| Q4 2018 | $2,055,000 | -31.9% | 92,060 | -16.2% | 0.01% | -21.4% |
| Q3 2018 | $3,017,000 | +0.5% | 109,864 | -2.7% | 0.01% | -6.7% |
| Q2 2018 | $3,001,000 | -3.8% | 112,919 | -13.2% | 0.02% | -16.7% |
| Q1 2018 | $3,121,000 | -14.6% | 130,059 | -2.2% | 0.02% | -21.7% |
| Q4 2017 | $3,653,000 | -12.3% | 132,995 | -9.9% | 0.02% | -14.8% |
| Q3 2017 | $4,164,000 | -22.9% | 147,568 | -18.9% | 0.03% | -27.0% |
| Q2 2017 | $5,403,000 | -17.9% | 181,911 | -10.7% | 0.04% | -26.0% |
| Q1 2017 | $6,582,000 | -1.7% | 203,768 | -3.8% | 0.05% | -10.7% |
| Q4 2016 | $6,698,000 | +3.9% | 211,907 | +3.6% | 0.06% | -1.8% |
| Q3 2016 | $6,446,000 | -4.3% | 204,630 | -3.3% | 0.06% | -12.3% |
| Q2 2016 | $6,735,000 | -31.3% | 211,720 | -41.5% | 0.06% | -42.5% |
| Q1 2016 | $9,809,000 | -0.9% | 362,079 | +6.0% | 0.11% | -2.6% |
| Q4 2015 | $9,900,000 | -1.1% | 341,724 | +3.7% | 0.12% | -30.5% |
| Q3 2015 | $10,010,000 | +821.7% | 329,382 | +1100.6% | 0.17% | +114.1% |
| Q2 2015 | $1,086,000 | -95.2% | 27,434 | -94.8% | 0.08% | -92.9% |
| Q1 2015 | $22,493,000 | -7.3% | 525,540 | -0.5% | 1.10% | -12.6% |
| Q4 2014 | $24,260,000 | -13.7% | 527,956 | -0.3% | 1.26% | -17.5% |
| Q3 2014 | $28,116,000 | +13.6% | 529,684 | -0.4% | 1.52% | +4.5% |
| Q1 2014 | $24,744,000 | +0.4% | 531,678 | -0.0% | 1.46% | -3.7% |
| Q4 2013 | $24,653,000 | +4.8% | 531,883 | +0.8% | 1.51% | -2.9% |
| Q3 2013 | $23,523,000 | +359.2% | 527,428 | +380.1% | 1.56% | +938.7% |
| Q2 2013 | $5,123,000 | – | 109,848 | – | 0.15% | – |
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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% |