JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 277 filers reported holding JPMORGAN CHASE & CO in Q1 2014. The put-call ratio across all filers is 4.95 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $1,062,000 | -18.9% | 20,000 | -20.0% | 0.04% | +31.0% |
| Q2 2014 | $1,310,000 | -42.5% | 25,000 | -49.0% | 0.03% | -50.0% |
| Q1 2014 | $2,280,000 | +2.2% | 49,000 | -2.0% | 0.06% | -42.6% |
| Q3 2013 | $2,230,000 | +378.5% | 50,000 | +400.0% | 0.10% | +304.0% |
| Q2 2013 | $466,000 | – | 10,000 | – | 0.02% | – |
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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% |