JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 309 filers reported holding JPMORGAN CHASE & CO in Q2 2017. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $123,000 | -20.6% | 11,375 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $155,000 | +50.5% | 11,375 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $103,000 | -74.6% | 11,375 | -39.0% | 0.01% | -66.7% |
| Q4 2019 | $406,000 | -45.9% | 18,638 | -37.7% | 0.02% | -51.4% |
| Q3 2019 | $751,000 | 0.0% | 29,926 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $751,000 | +206.5% | 29,926 | +211.7% | 0.04% | +42.3% |
| Q1 2019 | $245,000 | -65.8% | 9,600 | -70.1% | 0.03% | -44.7% |
| Q4 2018 | $716,000 | -21.6% | 32,081 | -3.5% | 0.05% | -13.0% |
| Q3 2018 | $913,000 | -31.9% | 33,241 | -34.1% | 0.05% | -33.3% |
| Q2 2018 | $1,341,000 | -36.8% | 50,441 | -43.0% | 0.08% | -36.2% |
| Q1 2018 | $2,123,000 | -12.6% | 88,441 | 0.0% | 0.13% | -10.6% |
| Q4 2017 | $2,429,000 | -3.0% | 88,441 | -0.3% | 0.14% | -7.2% |
| Q3 2017 | $2,503,000 | -4.7% | 88,710 | +0.3% | 0.15% | -6.7% |
| Q2 2017 | $2,627,000 | -8.1% | 88,441 | 0.0% | 0.16% | -12.3% |
| Q1 2017 | $2,857,000 | +44.7% | 88,441 | +41.6% | 0.19% | +36.5% |
| Q4 2016 | $1,974,000 | – | 62,441 | – | 0.14% | – |
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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% |