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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,764,000 | -60.6% | 75,834 | -57.5% | 0.79% | -61.8% |
| Q2 2019 | $4,481,000 | -9.3% | 178,480 | -7.8% | 2.06% | -11.6% |
| Q1 2019 | $4,938,000 | +14.3% | 193,597 | -0.0% | 2.33% | +4.2% |
| Q4 2018 | $4,322,000 | -18.4% | 193,659 | +0.4% | 2.24% | -6.5% |
| Q3 2018 | $5,298,000 | +6.6% | 192,954 | +3.2% | 2.39% | +3.3% |
| Q2 2018 | $4,969,000 | +18.2% | 187,024 | +6.8% | 2.32% | +16.9% |
| Q1 2018 | $4,204,000 | +42.3% | 175,193 | +62.9% | 1.98% | +44.0% |
| Q4 2017 | $2,954,000 | +10.1% | 107,562 | +19.1% | 1.38% | +1.5% |
| Q3 2017 | $2,682,000 | 0.0% | 90,304 | 0.0% | 1.36% | +0.6% |
| Q2 2017 | $2,682,000 | -3.4% | 90,304 | +5.0% | 1.35% | -6.3% |
| Q1 2017 | $2,777,000 | +2.2% | 86,005 | +0.0% | 1.44% | -2.0% |
| Q4 2016 | $2,718,000 | +2.2% | 85,995 | +1.9% | 1.47% | +0.8% |
| Q3 2016 | $2,659,000 | +1.1% | 84,414 | +2.0% | 1.46% | -5.3% |
| Q2 2016 | $2,631,000 | +20.0% | 82,730 | +2.2% | 1.54% | +12.8% |
| Q1 2016 | $2,192,000 | -3.4% | 80,922 | +3.2% | 1.36% | -3.7% |
| Q4 2015 | $2,270,000 | +3.8% | 78,388 | +8.9% | 1.41% | +9.8% |
| Q3 2015 | $2,187,000 | -10.2% | 71,995 | +17.0% | 1.29% | -9.0% |
| Q2 2015 | $2,436,000 | -0.2% | 61,528 | +7.9% | 1.42% | +0.3% |
| Q1 2015 | $2,442,000 | +240.1% | 57,048 | +265.1% | 1.41% | +249.3% |
| Q4 2014 | $718,000 | – | 15,625 | – | 0.40% | – |
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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% |