JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,572,945 | -2.5% | 17,742 | -2.2% | 0.04% | 0.0% |
Q2 2023 | $2,638,863 | +13.4% | 18,144 | +1.6% | 0.04% | +5.3% |
Q1 2023 | $2,326,424 | -3.1% | 17,853 | -0.3% | 0.04% | -7.3% |
Q4 2022 | $2,402,000 | +20.7% | 17,910 | -5.9% | 0.04% | +10.8% |
Q3 2022 | $1,990,000 | -7.7% | 19,041 | -0.5% | 0.04% | 0.0% |
Q2 2022 | $2,155,000 | -15.1% | 19,139 | +2.7% | 0.04% | +2.8% |
Q1 2022 | $2,539,000 | -8.4% | 18,628 | +6.4% | 0.04% | -5.3% |
Q4 2021 | $2,773,000 | -5.8% | 17,509 | -2.7% | 0.04% | -19.1% |
Q3 2021 | $2,945,000 | +13.8% | 17,989 | +8.1% | 0.05% | +14.6% |
Q2 2021 | $2,588,000 | -5.1% | 16,639 | -7.1% | 0.04% | -12.8% |
Q1 2021 | $2,726,000 | +14.2% | 17,909 | -4.6% | 0.05% | +11.9% |
Q4 2020 | $2,386,000 | +31.5% | 18,776 | -0.3% | 0.04% | +20.0% |
Q3 2020 | $1,814,000 | +7.2% | 18,841 | +4.7% | 0.04% | -5.4% |
Q2 2020 | $1,692,000 | +1.2% | 17,991 | -3.2% | 0.04% | -14.0% |
Q1 2020 | $1,672,000 | -14.8% | 18,577 | +31.9% | 0.04% | -2.3% |
Q4 2019 | $1,963,000 | +13.3% | 14,079 | -4.4% | 0.04% | +2.3% |
Q3 2019 | $1,732,000 | -12.7% | 14,720 | -17.1% | 0.04% | -14.0% |
Q2 2019 | $1,984,000 | +15.4% | 17,749 | +4.5% | 0.05% | +11.1% |
Q1 2019 | $1,719,000 | +5.7% | 16,981 | +1.9% | 0.04% | -2.2% |
Q4 2018 | $1,627,000 | -13.5% | 16,667 | 0.0% | 0.05% | -2.1% |
Q3 2018 | $1,881,000 | +8.3% | 16,667 | 0.0% | 0.05% | 0.0% |
Q2 2018 | $1,737,000 | -1.3% | 16,667 | +4.1% | 0.05% | -4.1% |
Q1 2018 | $1,760,000 | +2.4% | 16,007 | -0.4% | 0.05% | +2.1% |
Q4 2017 | $1,718,000 | +11.9% | 16,067 | 0.0% | 0.05% | +4.3% |
Q3 2017 | $1,535,000 | +5.0% | 16,067 | +0.4% | 0.05% | +2.2% |
Q2 2017 | $1,462,000 | +10.3% | 15,997 | +5.9% | 0.04% | +4.7% |
Q1 2017 | $1,326,000 | +2.2% | 15,099 | +0.4% | 0.04% | -6.5% |
Q4 2016 | $1,298,000 | +29.7% | 15,039 | 0.0% | 0.05% | +31.4% |
Q3 2016 | $1,001,000 | +6.4% | 15,039 | -0.7% | 0.04% | +2.9% |
Q2 2016 | $941,000 | +9.7% | 15,139 | +4.5% | 0.03% | +9.7% |
Q1 2016 | $858,000 | -11.8% | 14,487 | -1.7% | 0.03% | -8.8% |
Q4 2015 | $973,000 | +8.4% | 14,734 | 0.0% | 0.03% | +3.0% |
Q3 2015 | $898,000 | -10.0% | 14,734 | 0.0% | 0.03% | -5.7% |
Q2 2015 | $998,000 | +16.3% | 14,734 | +4.1% | 0.04% | +20.7% |
Q1 2015 | $858,000 | +8.6% | 14,156 | +12.2% | 0.03% | +7.4% |
Q4 2014 | $790,000 | +3.9% | 12,622 | 0.0% | 0.03% | 0.0% |
Q3 2014 | $760,000 | +8.6% | 12,622 | +4.0% | 0.03% | +3.8% |
Q2 2014 | $700,000 | -5.0% | 12,142 | 0.0% | 0.03% | -3.7% |
Q1 2014 | $737,000 | +3.8% | 12,142 | 0.0% | 0.03% | 0.0% |
Q4 2013 | $710,000 | +13.1% | 12,142 | 0.0% | 0.03% | +3.8% |
Q3 2013 | $628,000 | -2.0% | 12,142 | 0.0% | 0.03% | -3.7% |
Q2 2013 | $641,000 | – | 12,142 | – | 0.03% | – |
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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% |