JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 305 filers reported holding JPMORGAN CHASE & CO in Q3 2014. The put-call ratio across all filers is 0.41 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $249,000 | +18.0% | 10,692 | +27.2% | 0.01% | +9.1% |
| Q2 2019 | $211,000 | -63.8% | 8,408 | -63.3% | 0.01% | -59.3% |
| Q1 2019 | $583,000 | -81.8% | 22,906 | -84.0% | 0.03% | -83.5% |
| Q4 2018 | $3,202,000 | -16.9% | 143,411 | +11.4% | 0.16% | -52.6% |
| Q3 2017 | $3,855,000 | +43.6% | 128,759 | +42.4% | 0.35% | +77.4% |
| Q2 2017 | $2,685,000 | -30.5% | 90,421 | -24.4% | 0.20% | -39.8% |
| Q1 2017 | $3,861,000 | -59.5% | 119,542 | -60.4% | 0.32% | -65.9% |
| Q4 2016 | $9,538,000 | +399.6% | 301,752 | +394.0% | 0.95% | +139.3% |
| Q3 2016 | $1,909,000 | -47.0% | 61,080 | -50.8% | 0.40% | -71.4% |
| Q4 2015 | $3,599,000 | +1124.1% | 124,240 | +1184.9% | 1.39% | +511.0% |
| Q3 2015 | $294,000 | -80.8% | 9,669 | -71.0% | 0.23% | -90.6% |
| Q4 2014 | $1,529,000 | -13.1% | 33,293 | 0.0% | 2.40% | -33.2% |
| Q3 2014 | $1,759,000 | – | 33,293 | – | 3.60% | – |
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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% |