JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 314 filers reported holding JPMORGAN CHASE & CO in Q4 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $163,000 | -34.3% | 5,940 | -32.4% | 0.12% | -39.2% |
| Q3 2017 | $248,000 | -5.0% | 8,790 | 0.0% | 0.19% | -8.5% |
| Q2 2017 | $261,000 | -25.2% | 8,790 | -18.5% | 0.21% | -26.1% |
| Q1 2017 | $349,000 | 0.0% | 10,790 | -2.3% | 0.29% | -5.9% |
| Q4 2016 | $349,000 | -4.9% | 11,040 | -5.2% | 0.30% | -6.2% |
| Q3 2016 | $367,000 | -0.8% | 11,640 | 0.0% | 0.32% | -3.0% |
| Q2 2016 | $370,000 | +17.5% | 11,640 | 0.0% | 0.34% | +11.3% |
| Q1 2016 | $315,000 | -10.5% | 11,640 | -4.1% | 0.30% | -11.5% |
| Q4 2015 | $352,000 | -23.1% | 12,140 | -19.5% | 0.34% | -26.1% |
| Q3 2015 | $458,000 | -24.0% | 15,075 | -1.0% | 0.46% | -16.1% |
| Q2 2015 | $603,000 | – | 15,225 | – | 0.55% | – |
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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% |