JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 316 filers reported holding JPMORGAN CHASE & CO in Q1 2017. The put-call ratio across all filers is 0.13 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $419,000 | +1.9% | 17,975 | +10.0% | 0.02% | +5.6% |
| Q2 2019 | $411,000 | -2.4% | 16,338 | -0.8% | 0.02% | -14.3% |
| Q1 2019 | $421,000 | +10.8% | 16,465 | -3.5% | 0.02% | -4.5% |
| Q4 2018 | $380,000 | +23.8% | 17,055 | +57.4% | 0.02% | +15.8% |
| Q3 2017 | $307,000 | -32.7% | 10,833 | -29.2% | 0.02% | -34.5% |
| Q2 2017 | $456,000 | -16.9% | 15,300 | -10.2% | 0.03% | -21.6% |
| Q1 2017 | $549,000 | -14.2% | 17,037 | -16.0% | 0.04% | -22.9% |
| Q4 2016 | $640,000 | -23.4% | 20,293 | -23.5% | 0.05% | -25.0% |
| Q3 2016 | $835,000 | -17.7% | 26,521 | -16.9% | 0.06% | -19.0% |
| Q2 2016 | $1,015,000 | +16.8% | 31,929 | +0.2% | 0.08% | +8.2% |
| Q1 2016 | $869,000 | +5.5% | 31,868 | +12.4% | 0.07% | +4.3% |
| Q4 2015 | $824,000 | -0.7% | 28,341 | +3.6% | 0.07% | -11.4% |
| Q3 2015 | $830,000 | -36.7% | 27,363 | -16.9% | 0.08% | -29.5% |
| Q2 2015 | $1,311,000 | -35.3% | 32,936 | -30.5% | 0.11% | -40.1% |
| Q1 2015 | $2,025,000 | -23.0% | 47,362 | -17.1% | 0.19% | -27.0% |
| Q4 2014 | $2,631,000 | -21.8% | 57,099 | -9.9% | 0.26% | 0.0% |
| Q3 2014 | $3,363,000 | +9.9% | 63,408 | +8.5% | 0.26% | -25.4% |
| Q2 2014 | $3,061,000 | +10.5% | 58,459 | -1.2% | 0.34% | -9.7% |
| Q1 2014 | $2,769,000 | +0.3% | 59,197 | -0.3% | 0.38% | -6.9% |
| Q4 2013 | $2,762,000 | +12.6% | 59,392 | +7.5% | 0.41% | -6.6% |
| Q3 2013 | $2,452,000 | -5.9% | 55,243 | -0.9% | 0.44% | -19.7% |
| Q2 2013 | $2,607,000 | – | 55,718 | – | 0.54% | – |
Download | ||||||
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% |