JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,729 filers reported holding JPMORGAN CHASE & CO in Q1 2014. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
About JPMORGAN CHASE & CO
JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.
The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.
JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.
Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $7,201,973 | -1.3% | 55,268 | +1.6% | 1.37% | -4.3% |
Q4 2022 | $7,294,906 | +27.9% | 54,399 | -0.3% | 1.43% | +16.0% |
Q3 2022 | $5,702,000 | -52.9% | 54,567 | -49.2% | 1.23% | -1.0% |
Q2 2022 | $12,102,000 | +66.6% | 107,472 | +101.7% | 1.24% | -2.4% |
Q1 2022 | $7,263,000 | -11.5% | 53,276 | +2.8% | 1.28% | -3.6% |
Q4 2021 | $8,209,000 | -4.8% | 51,840 | -1.5% | 1.32% | -20.1% |
Q3 2021 | $8,619,000 | +7.8% | 52,655 | +2.4% | 1.66% | +7.6% |
Q2 2021 | $7,999,000 | +1.7% | 51,429 | -0.4% | 1.54% | -2.8% |
Q1 2021 | $7,863,000 | +19.3% | 51,654 | -0.4% | 1.58% | +10.5% |
Q4 2020 | $6,593,000 | +32.1% | 51,887 | +0.1% | 1.43% | +15.4% |
Q3 2020 | $4,991,000 | -2.1% | 51,848 | -4.3% | 1.24% | -2.4% |
Q2 2020 | $5,097,000 | +57.4% | 54,190 | +50.6% | 1.27% | +29.5% |
Q1 2020 | $3,239,000 | -41.7% | 35,977 | -9.7% | 0.98% | -22.9% |
Q4 2019 | $5,556,000 | +16.0% | 39,856 | -2.1% | 1.27% | +8.2% |
Q3 2019 | $4,790,000 | +6.8% | 40,696 | +1.4% | 1.18% | +9.6% |
Q2 2019 | $4,487,000 | -44.1% | 40,131 | -49.4% | 1.07% | +13.1% |
Q1 2019 | $8,026,000 | +10.1% | 79,286 | +6.2% | 0.95% | +0.3% |
Q4 2018 | $7,288,000 | +75.0% | 74,664 | +102.3% | 0.95% | +7.6% |
Q3 2018 | $4,165,000 | -45.2% | 36,910 | -49.4% | 0.88% | +5.0% |
Q2 2018 | $7,598,000 | -3.1% | 72,914 | +2.3% | 0.84% | -8.0% |
Q1 2018 | $7,840,000 | +1.1% | 71,294 | -1.7% | 0.91% | -1.0% |
Q4 2017 | $7,756,000 | +120.6% | 72,536 | +97.0% | 0.92% | +11.4% |
Q3 2017 | $3,516,000 | -0.9% | 36,816 | -5.1% | 0.83% | -3.2% |
Q2 2017 | $3,547,000 | +5.0% | 38,812 | +1.0% | 0.85% | +2.8% |
Q1 2017 | $3,377,000 | -8.6% | 38,441 | -10.2% | 0.83% | -6.0% |
Q4 2016 | $3,695,000 | +22.5% | 42,816 | -5.5% | 0.88% | +19.3% |
Q3 2016 | $3,017,000 | +6.8% | 45,301 | -0.4% | 0.74% | +2.5% |
Q2 2016 | $2,826,000 | +7.8% | 45,476 | +2.7% | 0.72% | +4.9% |
Q1 2016 | $2,622,000 | -8.4% | 44,281 | +2.1% | 0.69% | -9.6% |
Q4 2015 | $2,863,000 | +7.6% | 43,356 | -0.7% | 0.76% | +8.1% |
Q3 2015 | $2,662,000 | -11.1% | 43,661 | -1.2% | 0.70% | +2.0% |
Q2 2015 | $2,994,000 | -3.6% | 44,182 | -13.8% | 0.69% | -2.3% |
Q1 2015 | $3,105,000 | -3.5% | 51,255 | -0.3% | 0.71% | +5.4% |
Q4 2014 | $3,218,000 | +4.5% | 51,425 | +0.6% | 0.67% | +21.2% |
Q3 2014 | $3,080,000 | +2.8% | 51,120 | -1.7% | 0.55% | +14.3% |
Q2 2014 | $2,997,000 | -5.4% | 52,020 | -0.3% | 0.48% | -6.7% |
Q1 2014 | $3,169,000 | +2.2% | 52,195 | -1.6% | 0.52% | +1.4% |
Q4 2013 | $3,102,000 | +9.9% | 53,035 | -2.8% | 0.51% | -5.4% |
Q3 2013 | $2,822,000 | -4.4% | 54,590 | -2.3% | 0.54% | -16.6% |
Q2 2013 | $2,951,000 | – | 55,890 | – | 0.65% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rempart Asset Management Inc. | 130,612 | $22,217,101 | 4.59% |
Founders Capital Management | 36,868 | $6,271,196 | 4.56% |
McBroom & Associates, LLC | 34,998 | $5,953,160 | 4.34% |
Martin Capital Partners, LLC | 54,899 | $9,338 | 3.81% |
PARK NATIONAL CORP /OH/ | 460,753 | $78,374,086 | 3.21% |
CANANDAIGUA NATIONAL BANK & TRUST CO | 106,985 | $18,198,149 | 2.81% |
Somerset Trust Co | 37,688 | $6,410,729 | 2.81% |
TRUST CO OF TOLEDO NA /OH/ | 93,166 | $15,847,536 | 2.73% |
Compass Wealth Management LLC | 53,479 | $9,096,780 | 2.54% |
CHEMUNG CANAL TRUST CO | 70,778 | $12,039,358 | 2.49% |