JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 301 filers reported holding JPMORGAN CHASE & CO in Q2 2018. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $206,000 | -6.8% | 7,495 | -9.8% | 0.04% | -4.5% |
| Q2 2018 | $221,000 | -0.5% | 8,311 | +3.0% | 0.04% | -2.2% |
| Q4 2017 | $222,000 | -25.3% | 8,069 | -23.2% | 0.04% | -29.7% |
| Q3 2017 | $297,000 | -28.3% | 10,510 | -24.7% | 0.06% | -32.6% |
| Q2 2017 | $414,000 | -6.8% | 13,952 | +1.4% | 0.10% | -13.6% |
| Q1 2017 | $444,000 | +3.3% | 13,760 | +1.2% | 0.11% | -8.3% |
| Q4 2016 | $430,000 | +8.6% | 13,593 | +8.2% | 0.12% | +6.2% |
| Q3 2016 | $396,000 | +0.5% | 12,565 | +1.5% | 0.11% | -5.0% |
| Q2 2016 | $394,000 | -6.9% | 12,385 | -20.6% | 0.12% | -17.9% |
| Q1 2016 | $423,000 | -4.7% | 15,607 | +1.9% | 0.14% | -10.5% |
| Q4 2015 | $444,000 | -7.7% | 15,315 | -3.3% | 0.16% | -10.0% |
| Q3 2015 | $481,000 | -40.5% | 15,843 | -22.3% | 0.18% | -36.2% |
| Q2 2015 | $808,000 | -2.3% | 20,400 | +5.5% | 0.28% | -4.7% |
| Q1 2015 | $827,000 | -14.3% | 19,331 | -7.9% | 0.30% | -16.9% |
| Q4 2014 | $965,000 | +26.0% | 20,996 | +45.4% | 0.36% | +14.1% |
| Q3 2014 | $766,000 | +9.7% | 14,437 | +8.3% | 0.31% | +15.6% |
| Q2 2014 | $698,000 | -11.1% | 13,327 | -21.0% | 0.27% | -21.7% |
| Q1 2014 | $785,000 | +3.0% | 16,863 | +2.5% | 0.34% | +1.8% |
| Q4 2013 | $762,000 | – | 16,448 | – | 0.34% | – |
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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% |
| Capital Advisory Group Advisory Services, LLC | 94,310 | $2,329,457 | 1.32% |