OPTIMUM INVESTMENT ADVISORS - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 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
OPTIMUM INVESTMENT ADVISORS ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2023$2,392,133
+4.4%
14,063
-11.0%
1.20%
+2.6%
Q3 2023$2,291,185
+2.5%
15,799
+2.8%
1.17%
+7.1%
Q2 2023$2,235,282
+13.0%
15,369
+1.3%
1.10%
+5.6%
Q1 2023$1,977,988
-10.2%
15,179
-7.6%
1.04%
-13.1%
Q4 2022$2,203,142
+26.0%
16,429
-1.8%
1.19%
+26.9%
Q3 2022$1,748,000
-7.2%
16,729
-5.6%
0.94%
-0.4%
Q2 2022$1,884,000
-17.1%
17,719
+6.3%
0.94%
-1.4%
Q1 2022$2,272,000
-15.0%
16,665
-1.2%
0.96%
-8.0%
Q4 2021$2,672,000
-2.7%
16,875
+0.6%
1.04%
-10.1%
Q3 2021$2,745,000
-25.0%
16,772
-28.8%
1.16%
+1.3%
Q2 2021$3,662,000
-19.6%
23,543
-21.4%
1.14%
-14.3%
Q1 2021$4,557,000
+15.4%
29,935
-3.7%
1.33%
+11.2%
Q4 2020$3,950,000
+32.0%
31,083
-0.0%
1.20%
+19.4%
Q3 2020$2,993,000
+1.3%
31,085
-1.1%
1.00%
-2.4%
Q2 2020$2,955,000
+6.7%
31,421
+2.1%
1.03%
-9.4%
Q1 2020$2,770,000
-35.2%
30,765
+0.3%
1.14%
-10.5%
Q4 2019$4,275,000
+16.9%
30,665
-1.3%
1.27%
+10.0%
Q3 2019$3,657,000
+3.7%
31,075
-1.5%
1.15%
+0.9%
Q2 2019$3,526,000
+9.7%
31,537
-0.7%
1.14%
+8.4%
Q1 2019$3,215,000
-0.0%
31,755
-3.6%
1.06%
-4.6%
Q4 2018$3,216,000
-21.9%
32,939
-9.7%
1.11%
-2.8%
Q3 2018$4,118,000
+8.5%
36,497
+0.2%
1.14%
+4.1%
Q2 2018$3,794,000
-7.6%
36,412
-2.5%
1.09%
-9.4%
Q1 2018$4,105,000
+3.8%
37,329
+1.0%
1.21%
-4.1%
Q4 2017$3,954,000
+12.2%
36,977
+0.2%
1.26%
+6.6%
Q3 2017$3,523,000
+5.4%
36,886
+0.8%
1.18%
+2.0%
Q2 2017$3,343,000
-0.2%
36,579
-4.1%
1.16%
-2.6%
Q1 2017$3,351,000
+1.0%
38,149
-0.7%
1.19%
-4.8%
Q4 2016$3,317,000
+27.3%
38,436
-1.8%
1.25%
+27.5%
Q3 2016$2,605,000
+5.4%
39,126
-1.6%
0.98%
+2.2%
Q2 2016$2,471,000
+2.3%
39,770
-2.5%
0.96%
+0.7%
Q1 2016$2,416,000
-10.6%
40,803
-0.3%
0.95%
-9.0%
Q4 2015$2,702,000
+11.5%
40,923
+3.0%
1.04%
+6.7%
Q3 2015$2,423,000
-0.4%
39,738
-1.0%
0.98%
+27.1%
Q1 2015$2,432,000
-3.4%
40,137
-49.3%
0.77%
-4.8%
Q4 2014$2,518,000
+4.7%
79,220
+98.6%
0.81%
+1.5%
Q3 2014$2,404,000
+4.5%
39,897
-0.1%
0.80%
+7.0%
Q2 2014$2,300,000
-1.2%
39,920
+4.1%
0.74%
-14.9%
Q1 2014$2,328,000
+1.3%
38,340
-2.4%
0.88%
+1.2%
Q4 2013$2,298,000
+13.9%
39,290
+0.7%
0.86%
+4.6%
Q3 2013$2,017,00039,0200.83%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders