JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 309 filers reported holding JPMORGAN CHASE & CO in Q3 2018. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $342,000 | +28.6% | 24,650 | 0.0% | 0.07% | +18.0% |
| Q3 2020 | $266,000 | -49.5% | 24,650 | -38.1% | 0.06% | -50.8% |
| Q2 2020 | $527,000 | -47.6% | 39,850 | -64.2% | 0.12% | -56.9% |
| Q1 2020 | $1,005,000 | -65.5% | 111,273 | -16.7% | 0.29% | -59.3% |
| Q4 2019 | $2,914,000 | +4.7% | 133,621 | +11.7% | 0.71% | -23.5% |
| Q3 2019 | $2,783,000 | -21.4% | 119,671 | -15.1% | 0.92% | -8.2% |
| Q2 2019 | $3,540,000 | -61.2% | 140,981 | -17.0% | 1.01% | -61.6% |
| Q1 2019 | $9,120,000 | +219.0% | 169,762 | +32.5% | 2.62% | +183.5% |
| Q4 2018 | $2,859,000 | -21.1% | 128,102 | -6.2% | 0.92% | -21.7% |
| Q3 2018 | $3,623,000 | -1.1% | 136,602 | -0.8% | 1.18% | -1.8% |
| Q2 2018 | $3,662,000 | +9.8% | 137,717 | -0.9% | 1.20% | +3.9% |
| Q1 2018 | $3,336,000 | -11.3% | 139,005 | +1.2% | 1.16% | -11.9% |
| Q4 2017 | $3,759,000 | +14.1% | 137,369 | +17.7% | 1.31% | -5.3% |
| Q3 2017 | $3,294,000 | +6.8% | 116,714 | +12.4% | 1.39% | -9.0% |
| Q2 2017 | $3,083,000 | -4.1% | 103,795 | +4.3% | 1.52% | -7.5% |
| Q1 2017 | $3,214,000 | +19.2% | 99,490 | +15.9% | 1.65% | +15.5% |
| Q4 2016 | $2,697,000 | – | 85,855 | – | 1.42% | – |
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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% |