JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 335 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $603,000 | -0.7% | 21,372 | +4.6% | 0.29% | -2.7% |
| Q2 2017 | $607,000 | -10.7% | 20,431 | -2.9% | 0.30% | -9.4% |
| Q1 2017 | $680,000 | -6.7% | 21,045 | -8.7% | 0.33% | -13.1% |
| Q4 2016 | $729,000 | +5.3% | 23,052 | +4.9% | 0.38% | +2.4% |
| Q3 2016 | $692,000 | +2.5% | 21,967 | +3.6% | 0.37% | -5.3% |
| Q2 2016 | $675,000 | +22.5% | 21,211 | +4.2% | 0.39% | +16.3% |
| Q1 2016 | $551,000 | -9.2% | 20,351 | -2.9% | 0.34% | -12.4% |
| Q4 2015 | $607,000 | +1.7% | 20,967 | +6.7% | 0.39% | -3.7% |
| Q3 2015 | $597,000 | -24.3% | 19,642 | -1.4% | 0.40% | -11.9% |
| Q2 2015 | $789,000 | +8.1% | 19,929 | +16.9% | 0.46% | +7.1% |
| Q1 2015 | $730,000 | -19.9% | 17,048 | -14.0% | 0.42% | -18.9% |
| Q4 2014 | $911,000 | -11.1% | 19,817 | +2.7% | 0.52% | -12.1% |
| Q3 2014 | $1,025,000 | +10.3% | 19,302 | +8.8% | 0.60% | -0.3% |
| Q2 2014 | $929,000 | +20.8% | 17,740 | +7.4% | 0.60% | +15.2% |
| Q1 2014 | $769,000 | -19.5% | 16,521 | -19.9% | 0.52% | -15.7% |
| Q4 2013 | $955,000 | +5.5% | 20,614 | +1.5% | 0.62% | -7.1% |
| Q3 2013 | $905,000 | -3.5% | 20,302 | +0.9% | 0.66% | -7.0% |
| Q2 2013 | $938,000 | – | 20,118 | – | 0.71% | – |
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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% |