JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 316 filers reported holding JPMORGAN CHASE & CO in Q1 2017. The put-call ratio across all filers is 0.13 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $7,846,000 | +9.8% | 295,187 | -0.9% | 0.70% | +4.2% |
| Q1 2018 | $7,148,000 | -5.4% | 297,859 | +8.3% | 0.67% | -9.4% |
| Q4 2017 | $7,558,000 | -14.3% | 275,142 | -12.0% | 0.74% | -22.4% |
| Q3 2017 | $8,818,000 | -3.7% | 312,497 | +1.4% | 0.96% | -8.1% |
| Q2 2017 | $9,154,000 | +8.5% | 308,224 | +18.0% | 1.04% | +0.9% |
| Q1 2017 | $8,438,000 | -5.4% | 261,240 | -7.4% | 1.03% | -9.9% |
| Q4 2016 | $8,916,000 | – | 282,086 | – | 1.15% | – |
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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% |