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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,073,000 | -72.3% | 33,955 | -72.4% | 0.02% | -68.4% |
| Q3 2016 | $3,874,000 | -77.3% | 122,988 | -77.1% | 0.08% | -73.0% |
| Q2 2016 | $17,054,000 | +1.5% | 536,108 | -13.6% | 0.29% | -1.0% |
| Q1 2016 | $16,806,000 | +190.3% | 620,401 | +210.4% | 0.30% | +393.3% |
| Q4 2015 | $5,790,000 | +807.5% | 199,876 | +851.8% | 0.06% | +900.0% |
| Q3 2015 | $638,000 | -41.2% | 21,000 | -23.4% | 0.01% | -40.0% |
| Q2 2015 | $1,085,000 | -75.6% | 27,400 | -73.6% | 0.01% | -77.3% |
| Q1 2015 | $4,438,000 | +949.2% | 103,700 | +1027.2% | 0.04% | +1366.7% |
| Q4 2014 | $423,000 | -76.1% | 9,200 | -72.4% | 0.00% | -62.5% |
| Q3 2014 | $1,767,000 | +481.2% | 33,300 | +474.1% | 0.01% | +700.0% |
| Q2 2014 | $304,000 | +34.5% | 5,800 | +19.7% | 0.00% | 0.0% |
| Q1 2014 | $226,000 | -23.9% | 4,847 | -24.3% | 0.00% | -50.0% |
| Q4 2013 | $297,000 | -47.5% | 6,400 | -49.6% | 0.00% | -50.0% |
| Q3 2013 | $566,000 | -93.5% | 12,700 | -93.2% | 0.00% | -92.5% |
| Q2 2013 | $8,652,000 | – | 185,500 | – | 0.05% | – |
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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% |