Sequoia Financial Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 329 filers reported holding JPMORGAN CHASE & CO in Q4 2017. The put-call ratio across all filers is 0.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$205,480
-29.4%
8,319
-36.2%
0.00%
-88.2%
Q4 2018$291,000
-94.3%
13,039
-93.0%
0.03%
-93.3%
Q3 2018$5,143,000
+1.1%
187,286
-2.1%
0.51%
-5.7%
Q2 2018$5,086,000
+10.4%
191,342
-0.3%
0.54%
+11.8%
Q1 2018$4,608,000
-12.3%
191,994
+0.4%
0.48%
-12.3%
Q4 2017$5,254,000
-5.9%
191,279
-3.4%
0.55%
-16.5%
Q3 2017$5,586,000
-6.5%
197,957
-1.6%
0.66%
-10.5%
Q2 2017$5,975,000
-17.9%
201,181
-10.7%
0.74%
-20.1%
Q1 2017$7,279,000
+2.7%
225,348
+0.5%
0.93%
-8.6%
Q4 2016$7,087,000
+292.4%
224,208
+291.1%
1.01%
+200.6%
Q3 2016$1,806,000
-5.8%
57,333
-4.9%
0.34%
-37.4%
Q2 2016$1,918,000
+18.3%
60,302
+0.8%
0.54%
+2.7%
Q1 2016$1,621,000
-27.3%
59,826
-22.3%
0.52%
-41.7%
Q4 2015$2,229,000
-75.0%
76,952
-73.7%
0.90%
-76.8%
Q3 2015$8,904,000
-34.4%
293,005
-14.5%
3.87%
-32.5%
Q2 2015$13,572,000
+1.5%
342,730
+9.7%
5.73%
-6.4%
Q1 2015$13,375,000
+12.7%
312,505
+21.0%
6.13%
-24.4%
Q4 2014$11,866,000
-10.9%
258,227
+2.9%
8.10%
-12.2%
Q3 2014$13,317,000
-5.4%
250,883
-6.7%
9.24%
-13.7%
Q2 2014$14,083,000
-17.8%
268,859
-26.9%
10.70%
-25.0%
Q1 2014$17,129,000
+4.1%
368,043
+3.7%
14.26%
+4.8%
Q4 2013$16,451,000354,92413.61%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2017
NameSharesValueWeighting ↓
FORTEM FINANCIAL GROUP, LLC 375,885$9,284,3605.44%
NICOLET BANKSHARES INC 333,920$8,247,8242.53%
Parkside Financial Bank & Trust 423,397$10,457,9002.42%
BRIGHTON JONES LLC 1,650,284$40,762,0162.07%
AlphaQ Advisors LLC 88,566$2,187,5801.90%
NOESIS CAPITAL MANGEMENT CORP 533,126$13,168,2161.73%
My Personal CFO, LLC 81,377$2,010,0191.62%
Arrow Investment Advisors, LLC 73,178$1,807,4971.44%
NICOLET ADVISORY SERVICES, LLC 547,156$12,994,9591.44%
Capital Advisory Group Advisory Services, LLC 94,310$2,329,4571.32%
View complete list of JPMORGAN CHASE & CO shareholders