JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 322 filers reported holding JPMORGAN CHASE & CO in Q1 2015. The put-call ratio across all filers is 3.74 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $677,000 | -35.9% | 23,994 | -32.5% | 0.18% | -37.9% |
| Q2 2017 | $1,056,000 | -8.1% | 35,560 | 0.0% | 0.28% | -11.5% |
| Q1 2017 | $1,149,000 | +0.2% | 35,560 | -2.0% | 0.32% | -4.2% |
| Q4 2016 | $1,147,000 | -1.9% | 36,295 | -2.2% | 0.34% | -1.5% |
| Q3 2016 | $1,169,000 | -0.1% | 37,112 | +0.9% | 0.34% | -4.5% |
| Q2 2016 | $1,170,000 | +13.0% | 36,786 | -3.7% | 0.36% | +17.8% |
| Q1 2016 | $1,035,000 | -4.3% | 38,196 | +2.2% | 0.30% | -2.3% |
| Q4 2015 | $1,082,000 | +287.8% | 37,366 | +306.3% | 0.31% | +282.7% |
| Q3 2015 | $279,000 | -31.6% | 9,196 | -10.8% | 0.08% | -19.8% |
| Q2 2015 | $408,000 | -17.7% | 10,306 | -11.0% | 0.10% | -21.1% |
| Q1 2015 | $496,000 | -6.8% | 11,585 | +0.0% | 0.13% | -7.2% |
| Q4 2014 | $532,000 | +2.3% | 11,583 | +18.2% | 0.14% | -3.5% |
| Q3 2014 | $520,000 | +1.4% | 9,801 | 0.0% | 0.14% | +9.2% |
| Q2 2014 | $513,000 | +12.5% | 9,801 | 0.0% | 0.13% | +18.0% |
| Q1 2014 | $456,000 | +22.6% | 9,801 | +22.2% | 0.11% | +2.8% |
| Q4 2013 | $372,000 | +14.8% | 8,021 | +10.5% | 0.11% | -4.4% |
| Q3 2013 | $324,000 | -4.1% | 7,256 | 0.0% | 0.11% | -8.9% |
| Q2 2013 | $338,000 | – | 7,256 | – | 0.12% | – |
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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% |