JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 296 filers reported holding JPMORGAN CHASE & CO in Q3 2016. The put-call ratio across all filers is 0.19 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $15,000 | -67.4% | 470 | -67.8% | 0.00% | -66.7% |
| Q2 2016 | $46,000 | +15.0% | 1,460 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $40,000 | -35.5% | 1,460 | -32.3% | 0.01% | -36.8% |
| Q4 2015 | $62,000 | -21.5% | 2,156 | -16.8% | 0.02% | -24.0% |
| Q3 2015 | $79,000 | -23.3% | 2,592 | 0.0% | 0.02% | -10.7% |
| Q2 2015 | $103,000 | -55.0% | 2,592 | -51.6% | 0.03% | -56.2% |
| Q1 2015 | $229,000 | -41.1% | 5,352 | -36.8% | 0.06% | -19.0% |
| Q4 2014 | $389,000 | -33.6% | 8,475 | -23.2% | 0.08% | -29.5% |
| Q3 2014 | $586,000 | -3.5% | 11,040 | -4.7% | 0.11% | -0.9% |
| Q2 2014 | $607,000 | +19.3% | 11,590 | +5.9% | 0.11% | +10.8% |
| Q1 2014 | $509,000 | -74.8% | 10,944 | -74.9% | 0.10% | -64.6% |
| Q4 2013 | $2,023,000 | -14.7% | 43,644 | -18.0% | 0.29% | -21.5% |
| Q3 2013 | $2,373,000 | -24.5% | 53,213 | -21.1% | 0.37% | -29.8% |
| Q2 2013 | $3,145,000 | – | 67,437 | – | 0.52% | – |
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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% |