JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 331 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.15 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $239,000 | -21.6% | 9,371 | -31.5% | 0.02% | -20.8% |
| Q4 2018 | $305,000 | -22.8% | 13,682 | -2.6% | 0.02% | -4.0% |
| Q3 2018 | $395,000 | +1.5% | 14,050 | -3.9% | 0.02% | +8.7% |
| Q2 2018 | $389,000 | -3.5% | 14,624 | -0.3% | 0.02% | +9.5% |
| Q4 2017 | $403,000 | +14.2% | 14,665 | +17.2% | 0.02% | +10.5% |
| Q3 2017 | $353,000 | +15.0% | 12,516 | +21.1% | 0.02% | +11.8% |
| Q2 2017 | $307,000 | +3.0% | 10,332 | +12.0% | 0.02% | 0.0% |
| Q1 2017 | $298,000 | -10.5% | 9,221 | -12.6% | 0.02% | -19.0% |
| Q4 2016 | $333,000 | -92.4% | 10,547 | -93.0% | 0.02% | -93.7% |
| Q4 2015 | $4,361,000 | – | 150,543 | – | 0.33% | – |
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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% |