JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 20 filers reported holding JPMORGAN CHASE & CO in Q1 2013. The put-call ratio across all filers is - and the average weighting 5.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $9,151,000 | -11.7% | 333,117 | -9.2% | 2.20% | -17.0% |
| Q3 2017 | $10,358,000 | -4.3% | 367,031 | +0.7% | 2.65% | -7.7% |
| Q2 2017 | $10,829,000 | -7.5% | 364,598 | +0.6% | 2.88% | -4.5% |
| Q1 2017 | $11,711,000 | +343.3% | 362,572 | +443.4% | 3.01% | +275.8% |
| Q2 2015 | $2,642,000 | +3.4% | 66,722 | +11.8% | 0.80% | -13.9% |
| Q1 2015 | $2,555,000 | +10.0% | 59,701 | +18.1% | 0.93% | +1.3% |
| Q4 2014 | $2,323,000 | +2.2% | 50,561 | +18.1% | 0.92% | +23.4% |
| Q3 2014 | $2,273,000 | +27.0% | 42,813 | +25.3% | 0.74% | +3.5% |
| Q2 2014 | $1,790,000 | +40.0% | 34,178 | +24.3% | 0.72% | +25.9% |
| Q1 2014 | $1,279,000 | -15.3% | 27,492 | -15.6% | 0.57% | -18.1% |
| Q4 2013 | $1,510,000 | +15.9% | 32,580 | +11.5% | 0.70% | -15.6% |
| Q3 2013 | $1,303,000 | -17.1% | 29,211 | -13.3% | 0.83% | +40.0% |
| Q2 2013 | $1,571,000 | +30.9% | 33,680 | +27.7% | 0.59% | +61.2% |
| Q1 2013 | $1,200,000 | – | 26,378 | – | 0.37% | – |
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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% |