JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 307 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $95,000 | -58.9% | 10,565 | -0.1% | 0.04% | -31.8% |
| Q4 2019 | $231,000 | -11.2% | 10,575 | -5.3% | 0.07% | -14.3% |
| Q3 2019 | $260,000 | -14.2% | 11,167 | -7.6% | 0.08% | -7.2% |
| Q2 2019 | $303,000 | -9.3% | 12,080 | -7.8% | 0.08% | -8.8% |
| Q1 2019 | $334,000 | -16.1% | 13,109 | -26.6% | 0.09% | -35.5% |
| Q4 2018 | $398,000 | -42.9% | 17,850 | -29.6% | 0.14% | -25.0% |
| Q3 2018 | $697,000 | -8.2% | 25,365 | -11.2% | 0.19% | -13.4% |
| Q2 2018 | $759,000 | -2.2% | 28,574 | -11.6% | 0.22% | -10.7% |
| Q1 2018 | $776,000 | -30.4% | 32,325 | -20.4% | 0.24% | -17.3% |
| Q4 2017 | $1,115,000 | +3.0% | 40,587 | +5.9% | 0.29% | 0.0% |
| Q3 2017 | $1,082,000 | +16.1% | 38,335 | +22.2% | 0.29% | +13.5% |
| Q2 2017 | $932,000 | -13.6% | 31,369 | -6.1% | 0.26% | -14.0% |
| Q1 2017 | $1,079,000 | -9.6% | 33,410 | -11.6% | 0.30% | -12.2% |
| Q4 2016 | $1,194,000 | -28.7% | 37,785 | -28.9% | 0.34% | -28.7% |
| Q3 2016 | $1,675,000 | -20.4% | 53,176 | -19.7% | 0.48% | -25.5% |
| Q2 2016 | $2,105,000 | -11.8% | 66,184 | -24.8% | 0.65% | -14.8% |
| Q1 2016 | $2,386,000 | +0.5% | 88,068 | +7.5% | 0.76% | +4.1% |
| Q4 2015 | $2,374,000 | -11.9% | 81,944 | -7.6% | 0.73% | -8.5% |
| Q3 2015 | $2,696,000 | +28.1% | 88,701 | +66.9% | 0.80% | +64.1% |
| Q2 2015 | $2,104,000 | -38.2% | 53,142 | -33.1% | 0.48% | -36.4% |
| Q1 2015 | $3,402,000 | -7.6% | 79,488 | -0.8% | 0.76% | -9.7% |
| Q4 2014 | $3,682,000 | -26.9% | 80,122 | -15.5% | 0.84% | -21.9% |
| Q3 2014 | $5,035,000 | -25.6% | 94,848 | -26.6% | 1.08% | -29.6% |
| Q2 2014 | $6,765,000 | +17.5% | 129,159 | +4.4% | 1.54% | +3.9% |
| Q1 2014 | $5,756,000 | -40.3% | 123,674 | -40.6% | 1.48% | -4.8% |
| Q4 2013 | $9,647,000 | -1.9% | 208,142 | -5.6% | 1.55% | -10.0% |
| Q3 2013 | $9,836,000 | -15.6% | 220,529 | -11.8% | 1.73% | -22.1% |
| Q2 2013 | $11,656,000 | – | 249,920 | – | 2.22% | – |
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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% |