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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $246,000 | -98.3% | 8,709 | -98.2% | 0.02% | -98.4% |
| Q2 2017 | $14,604,000 | -9.3% | 491,702 | -1.4% | 1.02% | -12.3% |
| Q1 2017 | $16,110,000 | +37.2% | 498,772 | +34.3% | 1.16% | +26.7% |
| Q4 2016 | $11,743,000 | +15.3% | 371,493 | +14.9% | 0.92% | +5.4% |
| Q3 2016 | $10,183,000 | +9.4% | 323,271 | +10.5% | 0.87% | +4.1% |
| Q2 2016 | $9,309,000 | +25.6% | 292,636 | +7.0% | 0.83% | +14.7% |
| Q1 2016 | $7,410,000 | -5.2% | 273,541 | +1.4% | 0.73% | -4.7% |
| Q4 2015 | $7,815,000 | – | 269,757 | – | 0.76% | – |
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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% |