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 2018 | $635,000 | -15.1% | 23,135 | -17.8% | 0.51% | -20.9% |
| Q2 2018 | $748,000 | +10.8% | 28,135 | 0.0% | 0.64% | +6.1% |
| Q1 2018 | $675,000 | -15.6% | 28,135 | -3.4% | 0.61% | -9.1% |
| Q4 2017 | $800,000 | -12.3% | 29,135 | -9.9% | 0.67% | -19.6% |
| Q3 2017 | $912,000 | -5.0% | 32,320 | 0.0% | 0.83% | -6.4% |
| Q2 2017 | $960,000 | -8.0% | 32,320 | 0.0% | 0.89% | -10.0% |
| Q1 2017 | $1,044,000 | +2.2% | 32,320 | 0.0% | 0.99% | -2.3% |
| Q4 2016 | $1,022,000 | +1.0% | 32,320 | +0.6% | 1.01% | -2.7% |
| Q3 2016 | $1,012,000 | -19.7% | 32,122 | -18.9% | 1.04% | -21.2% |
| Q2 2016 | $1,260,000 | +17.0% | 39,622 | -0.4% | 1.32% | +12.7% |
| Q1 2016 | $1,077,000 | -8.3% | 39,770 | -2.0% | 1.17% | -5.9% |
| Q4 2015 | $1,175,000 | -36.6% | 40,570 | -33.5% | 1.24% | -38.3% |
| Q3 2015 | $1,853,000 | -23.7% | 60,966 | -0.5% | 2.02% | -13.0% |
| Q2 2015 | $2,427,000 | -9.3% | 61,286 | -2.0% | 2.32% | -3.3% |
| Q1 2015 | $2,677,000 | -8.5% | 62,538 | -1.8% | 2.40% | -8.0% |
| Q4 2014 | $2,927,000 | -14.6% | 63,710 | -1.3% | 2.60% | -17.6% |
| Q3 2014 | $3,427,000 | +1.4% | 64,554 | 0.0% | 3.16% | +2.9% |
| Q2 2014 | $3,381,000 | +10.7% | 64,554 | -1.6% | 3.07% | +5.3% |
| Q1 2014 | $3,055,000 | -18.8% | 65,634 | -19.1% | 2.92% | -0.8% |
| Q4 2013 | $3,760,000 | -19.6% | 81,114 | -22.7% | 2.94% | -14.9% |
| Q3 2013 | $4,678,000 | +3.9% | 104,893 | +8.7% | 3.46% | +3.0% |
| Q2 2013 | $4,502,000 | – | 96,520 | – | 3.36% | – |
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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% |