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 | $372 | +9.7% | 2,567 | +10.2% | 0.07% | +18.0% |
Q2 2023 | $339 | +6.6% | 2,330 | -4.5% | 0.06% | +7.0% |
Q1 2023 | $318 | -0.9% | 2,440 | +1.9% | 0.06% | -3.4% |
Q4 2022 | $321 | -99.9% | 2,394 | -9.7% | 0.06% | +11.3% |
Q3 2022 | $277,000 | -52.0% | 2,652 | -48.3% | 0.05% | -47.5% |
Q2 2022 | $577,000 | -19.3% | 5,132 | -2.1% | 0.10% | -6.5% |
Q1 2022 | $715,000 | -15.8% | 5,242 | -2.2% | 0.11% | -12.9% |
Q4 2021 | $849,000 | -2.5% | 5,361 | +0.8% | 0.12% | -8.1% |
Q3 2021 | $871,000 | +7.9% | 5,320 | +2.5% | 0.14% | +8.0% |
Q2 2021 | $807,000 | +4.0% | 5,188 | +1.8% | 0.12% | -0.8% |
Q1 2021 | $776,000 | +18.3% | 5,094 | -1.2% | 0.13% | +6.8% |
Q4 2020 | $656,000 | +179.1% | 5,155 | +205.6% | 0.12% | +145.8% |
Q4 2019 | $235,000 | -89.6% | 1,687 | -92.0% | 0.05% | -87.5% |
Q4 2017 | $2,260,000 | +11.2% | 21,133 | -0.7% | 0.38% | +5.5% |
Q3 2017 | $2,033,000 | +4.5% | 21,283 | 0.0% | 0.36% | +2.8% |
Q2 2017 | $1,945,000 | +3.3% | 21,283 | -0.7% | 0.35% | -1.4% |
Q1 2017 | $1,883,000 | -0.2% | 21,433 | -2.0% | 0.36% | +18.2% |
Q4 2016 | $1,887,000 | +30.4% | 21,873 | +0.6% | 0.30% | +26.2% |
Q3 2016 | $1,447,000 | +6.7% | 21,733 | -0.5% | 0.24% | +8.1% |
Q2 2016 | $1,356,000 | +4.9% | 21,833 | 0.0% | 0.22% | +3.3% |
Q1 2016 | $1,293,000 | -11.1% | 21,833 | -0.9% | 0.22% | -4.4% |
Q4 2015 | $1,454,000 | +6.8% | 22,033 | -1.3% | 0.22% | +7.1% |
Q3 2015 | $1,361,000 | -10.0% | 22,333 | 0.0% | 0.21% | -5.0% |
Q2 2015 | $1,513,000 | +8.9% | 22,333 | -2.6% | 0.22% | +6.2% |
Q1 2015 | $1,389,000 | -3.2% | 22,933 | 0.0% | 0.21% | 0.0% |
Q4 2014 | $1,435,000 | +1.6% | 22,933 | -2.1% | 0.21% | -1.4% |
Q3 2014 | $1,412,000 | +2.4% | 23,433 | -2.1% | 0.21% | +1.4% |
Q2 2014 | $1,379,000 | -5.4% | 23,933 | -0.3% | 0.21% | 0.0% |
Q1 2014 | $1,458,000 | +3.8% | 24,012 | 0.0% | 0.21% | +4.0% |
Q4 2013 | $1,404,000 | +9.9% | 24,012 | -2.7% | 0.20% | +0.5% |
Q3 2013 | $1,277,000 | -1.7% | 24,691 | +0.4% | 0.20% | -12.7% |
Q2 2013 | $1,299,000 | – | 24,591 | – | 0.23% | – |
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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% |