D L CARLSON INVESTMENT GROUP INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 1.0%.

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
D L CARLSON INVESTMENT GROUP INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,932,887
-1.1%
61,598
-0.8%
1.80%
+4.4%
Q2 2023$9,029,839
+121057.1%
62,086
+8.6%
1.72%
+2.0%
Q1 2023$7,453
-12.0%
57,192
-9.4%
1.69%
-6.8%
Q4 2022$8,468
-99.9%
63,149
-7.3%
1.82%
+17.2%
Q3 2022$7,116,000
-8.3%
68,096
-1.1%
1.55%
-5.4%
Q2 2022$7,757,000
-18.7%
68,881
-1.6%
1.64%
+3.2%
Q1 2022$9,542,000
-22.1%
69,998
-9.5%
1.59%
-18.9%
Q4 2021$12,250,000
-6.6%
77,358
-3.5%
1.96%
-14.3%
Q3 2021$13,119,000
+5.9%
80,147
+0.6%
2.28%
+6.4%
Q2 2021$12,389,000
-1.3%
79,652
-3.4%
2.14%
-6.3%
Q1 2021$12,553,000
+14.0%
82,462
-4.8%
2.29%
+14.7%
Q4 2020$11,010,000
+30.2%
86,648
-1.4%
2.00%
+11.5%
Q3 2020$8,459,000
+19.6%
87,863
+16.8%
1.79%
-15.1%
Q2 2020$7,073,000
+14.1%
75,199
+9.2%
2.11%
-10.0%
Q1 2020$6,201,000
-45.1%
68,882
-15.0%
2.34%
-28.4%
Q4 2019$11,300,000
+17.6%
81,062
-0.7%
3.27%
+8.6%
Q3 2019$9,607,000
+5.1%
81,632
-0.2%
3.01%
+6.9%
Q2 2019$9,142,000
+6.5%
81,774
-3.6%
2.82%
+12.3%
Q1 2019$8,587,000
+6.1%
84,825
+2.3%
2.51%
-6.5%
Q4 2018$8,092,000
-4.1%
82,896
+10.9%
2.69%
+12.9%
Q3 2018$8,436,000
+9.1%
74,764
+0.7%
2.38%
+0.7%
Q2 2018$7,735,000
-6.2%
74,233
-1.0%
2.36%
-8.9%
Q1 2018$8,242,000
-6.5%
74,951
-9.1%
2.59%
-0.6%
Q4 2017$8,815,000
+18.5%
82,426
+5.9%
2.61%
+13.1%
Q3 2017$7,437,000
+3.5%
77,864
-1.0%
2.31%
+9.3%
Q2 2017$7,187,000
+7.5%
78,635
+3.4%
2.11%
-7.0%
Q1 2017$6,683,000
+1.2%
76,085
-0.6%
2.27%
+0.8%
Q4 2016$6,606,000
+30.1%
76,560
+0.4%
2.25%
+27.6%
Q3 2016$5,076,000
+13.1%
76,233
+5.5%
1.76%
+10.1%
Q2 2016$4,490,000
+15.0%
72,252
+9.6%
1.60%
+10.2%
Q1 2016$3,905,000
-8.8%
65,947
+1.7%
1.45%
-8.7%
Q4 2015$4,281,000
+10.2%
64,827
+1.8%
1.59%
+1.6%
Q3 2015$3,884,000
-10.0%
63,707
+0.1%
1.57%
+0.6%
Q2 2015$4,314,000
+15.0%
63,667
+2.9%
1.56%
+16.7%
Q1 2015$3,750,000
-3.7%
61,902
-0.5%
1.34%
-5.0%
Q4 2014$3,893,000
-14.9%
62,208
-18.0%
1.40%
-17.8%
Q3 2014$4,573,000
+4.9%
75,908
+0.3%
1.71%
+7.8%
Q2 2014$4,359,000
-6.4%
75,648
-1.4%
1.59%
-9.3%
Q1 2014$4,657,000
-0.9%
76,708
-4.5%
1.75%
+2.2%
Q4 2013$4,697,000
+10.1%
80,323
-2.7%
1.71%
+4.7%
Q3 2013$4,268,000
-6.5%
82,573
-4.5%
1.64%
-10.7%
Q2 2013$4,567,00086,5071.83%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders