JPMORGAN CHASE & CO's ticker is AMJ and the CUSIP is 46625H365. A total of 335 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $5,000 | -16.7% | 213 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | -45.5% | 213 | -46.8% | 0.00% | -50.0% |
| Q3 2017 | $11,000 | -35.3% | 400 | -27.3% | 0.00% | -50.0% |
| Q3 2016 | $17,000 | 0.0% | 550 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $17,000 | +13.3% | 550 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $15,000 | -6.2% | 550 | 0.0% | 0.00% | +33.3% |
| Q4 2015 | $16,000 | +60.0% | 550 | +59.4% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -28.6% | 345 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $14,000 | +180.0% | 345 | +187.5% | 0.00% | +200.0% |
| Q1 2015 | $5,000 | -85.3% | 120 | -83.9% | 0.00% | -88.9% |
| Q4 2014 | $34,000 | – | 745 | – | 0.01% | – |
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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% |