JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 302 filers reported holding JPMORGAN CHASE & CO in Q2 2016. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $151,000 | -86.2% | 16,740 | -64.4% | 0.02% | -85.5% |
| Q3 2019 | $1,095,000 | -41.7% | 47,050 | -37.1% | 0.12% | -44.5% |
| Q2 2019 | $1,879,000 | -38.9% | 74,824 | -37.9% | 0.21% | -40.9% |
| Q1 2019 | $3,073,000 | +4.8% | 120,449 | -8.3% | 0.36% | -6.5% |
| Q4 2018 | $2,932,000 | +42.3% | 131,384 | +75.1% | 0.38% | +41.0% |
| Q3 2018 | $2,060,000 | +1.9% | 75,024 | -1.3% | 0.27% | -9.1% |
| Q2 2018 | $2,021,000 | -16.9% | 76,044 | -24.9% | 0.30% | -24.0% |
| Q1 2018 | $2,432,000 | -61.8% | 101,324 | -56.3% | 0.39% | -64.1% |
| Q4 2017 | $6,370,000 | +869.6% | 231,894 | +895.9% | 1.09% | +801.7% |
| Q3 2017 | $657,000 | -9.1% | 23,284 | -4.3% | 0.12% | -11.7% |
| Q2 2017 | $723,000 | -7.7% | 24,330 | +0.3% | 0.14% | -9.9% |
| Q1 2017 | $783,000 | +3.7% | 24,249 | +1.5% | 0.15% | +1.3% |
| Q4 2016 | $755,000 | +2.7% | 23,895 | +2.4% | 0.15% | -15.7% |
| Q3 2016 | $735,000 | -1.2% | 23,335 | -0.2% | 0.18% | -10.1% |
| Q2 2016 | $744,000 | +4.2% | 23,380 | -11.4% | 0.20% | +3.1% |
| Q1 2016 | $714,000 | -8.7% | 26,375 | -2.3% | 0.19% | -12.7% |
| Q4 2015 | $782,000 | +104.2% | 26,990 | +201.9% | 0.22% | +67.9% |
| Q2 2015 | $383,000 | – | 8,940 | – | 0.13% | – |
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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% |