Carroll Financial Associates, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 305 filers reported holding JPMORGAN CHASE & CO in Q1 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2020$30,000
-6.2%
2,330
-35.6%
0.00%0.0%
Q1 2020$32,000
-59.0%
3,6180.0%0.00%
-50.0%
Q4 2019$78,000
-72.9%
3,618
-70.8%
0.01%
-76.0%
Q3 2019$288,000
-36.7%
12,380
-31.7%
0.02%
-37.5%
Q2 2019$455,000
-1.5%
18,1280.0%0.04%
-7.0%
Q1 2019$462,000
+2.4%
18,128
-2.4%
0.04%
-14.0%
Q4 2018$451,000
-14.4%
18,571
-3.4%
0.05%
-10.7%
Q3 2018$527,000
+3.1%
19,2260.0%0.06%
+1.8%
Q2 2018$511,000
+2.0%
19,226
-8.1%
0.06%0.0%
Q1 2018$501,000
-12.1%
20,916
+0.7%
0.06%
-11.3%
Q4 2017$570,000
-18.6%
20,761
-14.9%
0.06%
-22.5%
Q3 2017$700,000
+1.9%
24,401
+5.4%
0.08%
-3.6%
Q2 2017$687,000
-10.7%
23,151
-2.9%
0.08%
-15.3%
Q1 2017$769,000
-7.8%
23,836
-9.7%
0.10%
-17.6%
Q4 2016$834,000
-12.7%
26,411
-12.9%
0.12%
-16.8%
Q3 2016$955,000
+11.6%
30,330
+12.7%
0.14%0.0%
Q2 2016$856,000
+13.5%
26,920
-3.4%
0.14%
+2.1%
Q1 2016$754,000
-0.3%
27,858
+6.7%
0.14%
-10.8%
Q4 2015$756,000
-87.7%
26,108
-85.9%
0.16%
-88.5%
Q3 2015$6,154,000
-5.0%
184,992
+13.1%
1.36%
-5.9%
Q2 2015$6,477,000
+323.6%
163,556
+357.7%
1.45%
+115.6%
Q1 2015$1,529,000
-10.5%
35,735
-5.1%
0.67%
-38.3%
Q4 2014$1,709,000
-81.3%
37,668
-79.1%
1.09%
-61.3%
Q3 2014$9,128,000
-9.6%
180,544
-6.4%
2.81%
-0.4%
Q2 2014$10,099,000
+12.7%
192,806
+0.1%
2.82%
-3.9%
Q1 2014$8,964,000
-4.3%
192,614
-4.7%
2.94%
-11.7%
Q4 2013$9,368,000
+0.7%
202,132
-3.1%
3.33%
-5.0%
Q3 2013$9,300,000208,533
-24.5%
3.51%
Q2 2013$0276,3800.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2018
NameSharesValueWeighting ↓
FORTEM FINANCIAL GROUP, LLC 375,885$9,284,3605.44%
NICOLET BANKSHARES INC 333,920$8,247,8242.53%
Parkside Financial Bank & Trust 423,397$10,457,9002.42%
BRIGHTON JONES LLC 1,650,284$40,762,0162.07%
AlphaQ Advisors LLC 88,566$2,187,5801.90%
NOESIS CAPITAL MANGEMENT CORP 533,126$13,168,2161.73%
My Personal CFO, LLC 81,377$2,010,0191.62%
Arrow Investment Advisors, LLC 73,178$1,807,4971.44%
NICOLET ADVISORY SERVICES, LLC 547,156$12,994,9591.44%
Capital Advisory Group Advisory Services, LLC 94,310$2,329,4571.32%
View complete list of JPMORGAN CHASE & CO shareholders