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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,366,745 | +16.3% | 95,820 | +8.1% | 0.00% | 0.0% |
Q2 2023 | $2,034,727 | +3.4% | 88,673 | +0.0% | 0.00% | 0.0% |
Q1 2023 | $1,967,136 | +3.6% | 88,650 | +1.6% | 0.00% | 0.0% |
Q4 2022 | $1,898,000 | +25.1% | 87,258 | +15.4% | 0.00% | 0.0% |
Q3 2022 | $1,517,000 | +234.9% | 75,628 | +216.9% | 0.00% | – |
Q2 2022 | $453,000 | +35.2% | 23,867 | +48.8% | 0.00% | – |
Q1 2022 | $335,000 | -14.8% | 16,037 | -27.4% | 0.00% | – |
Q4 2021 | $393,000 | -12.3% | 22,092 | -10.3% | 0.00% | – |
Q3 2021 | $448,000 | -35.4% | 24,632 | -30.2% | 0.00% | – |
Q2 2021 | $694,000 | -67.3% | 35,305 | -72.3% | 0.00% | -100.0% |
Q1 2021 | $2,124,000 | +645.3% | 127,312 | +520.7% | 0.00% | – |
Q4 2020 | $285,000 | +17.3% | 20,510 | -9.2% | 0.00% | – |
Q3 2020 | $243,000 | -49.6% | 22,584 | -38.2% | 0.00% | – |
Q2 2020 | $482,000 | +15.9% | 36,516 | -20.6% | 0.00% | – |
Q1 2020 | $416,000 | -97.4% | 45,981 | -93.8% | 0.00% | -100.0% |
Q4 2019 | $16,158,000 | -9.7% | 740,494 | -3.7% | 0.01% | -12.5% |
Q3 2019 | $17,898,000 | -15.2% | 769,023 | -8.5% | 0.01% | -11.1% |
Q2 2019 | $21,095,000 | -2.9% | 840,141 | -1.3% | 0.01% | -10.0% |
Q1 2019 | $21,717,000 | +29.5% | 851,593 | +13.5% | 0.01% | +25.0% |
Q4 2018 | $16,764,000 | -31.4% | 750,315 | -15.7% | 0.01% | -11.1% |
Q3 2018 | $24,436,000 | +7.3% | 889,883 | +3.7% | 0.01% | -10.0% |
Q2 2018 | $22,765,000 | -14.1% | 858,306 | -22.8% | 0.01% | -16.7% |
Q1 2018 | $26,493,000 | -23.5% | 1,111,866 | -12.6% | 0.01% | -25.0% |
Q4 2017 | $34,648,000 | +86.2% | 1,272,423 | +93.0% | 0.02% | +77.8% |
Q3 2017 | $18,605,000 | +1.2% | 659,327 | +6.6% | 0.01% | 0.0% |
Q2 2017 | $18,379,000 | +13.8% | 618,689 | +23.6% | 0.01% | +12.5% |
Q1 2017 | $16,157,000 | +4.2% | 500,606 | +2.0% | 0.01% | 0.0% |
Q4 2016 | $15,508,000 | +13.2% | 490,584 | +12.7% | 0.01% | 0.0% |
Q3 2016 | $13,695,000 | +125.3% | 435,264 | +127.8% | 0.01% | +100.0% |
Q2 2016 | $6,078,000 | +116.0% | 191,094 | +83.3% | 0.00% | +100.0% |
Q1 2016 | $2,814,000 | -32.9% | 104,235 | -28.0% | 0.00% | 0.0% |
Q4 2015 | $4,192,000 | -28.9% | 144,688 | -26.0% | 0.00% | -50.0% |
Q3 2015 | $5,893,000 | -37.6% | 195,409 | -18.1% | 0.00% | -20.0% |
Q2 2015 | $9,446,000 | -6.4% | 238,479 | -1.2% | 0.01% | -16.7% |
Q1 2015 | $10,089,000 | +46.3% | 241,382 | +57.0% | 0.01% | +50.0% |
Q4 2014 | $6,894,000 | +8.5% | 153,762 | +27.6% | 0.00% | 0.0% |
Q3 2014 | $6,354,000 | +24.7% | 120,473 | +19.8% | 0.00% | +33.3% |
Q2 2014 | $5,095,000 | +13.7% | 100,523 | +7.0% | 0.00% | 0.0% |
Q1 2014 | $4,483,000 | -4.6% | 93,949 | -7.1% | 0.00% | 0.0% |
Q4 2013 | $4,699,000 | +25.2% | 101,168 | +19.8% | 0.00% | +50.0% |
Q3 2013 | $3,754,000 | -8.5% | 84,472 | -4.0% | 0.00% | -33.3% |
Q2 2013 | $4,104,000 | – | 87,997 | – | 0.00% | – |
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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% |