JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 309 filers reported holding JPMORGAN CHASE & CO in Q2 2017. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,344,261 | +36.7% | 54,424 | +26.8% | 0.04% | +38.5% |
| Q2 2023 | $983,708 | +14.0% | 42,938 | +10.4% | 0.03% | +8.3% |
| Q1 2023 | $863,115 | +8.0% | 38,897 | +5.8% | 0.02% | -4.0% |
| Q4 2022 | $799,390 | +4896.2% | 36,754 | +4437.5% | 0.02% | +2400.0% |
| Q2 2021 | $16,000 | +14.3% | 810 | -18.3% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +55.6% | 991 | +25.3% | 0.00% | – |
| Q3 2020 | $9,000 | +28.6% | 791 | 0.0% | 0.00% | – |
| Q1 2020 | $7,000 | +133.3% | 791 | +587.8% | 0.00% | – |
| Q4 2019 | $3,000 | -91.7% | 115 | -92.1% | 0.00% | -100.0% |
| Q3 2019 | $36,000 | 0.0% | 1,450 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $36,000 | -28.0% | 1,450 | -26.0% | 0.00% | -50.0% |
| Q1 2019 | $50,000 | -85.3% | 1,960 | -87.1% | 0.00% | -86.7% |
| Q4 2018 | $339,000 | +33800.0% | 15,190 | +50533.3% | 0.03% | – |
| Q3 2018 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | -66.7% | 30 | -68.1% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 94 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | -97.4% | 94 | -97.4% | 0.00% | -100.0% |
| Q1 2017 | $116,000 | – | 3,579 | +35690.0% | 0.02% | – |
| Q3 2016 | $0 | -100.0% | 10 | -91.7% | 0.00% | -100.0% |
| Q4 2014 | $5,000 | – | 121 | – | 0.00% | – |
Download | ||||||
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% |