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 | $571,959 | +9.1% | 3,944 | +9.5% | 0.13% | +18.6% |
Q2 2023 | $524,020 | +22.5% | 3,603 | +9.8% | 0.11% | +15.3% |
Q1 2023 | $427,677 | -19.8% | 3,282 | -17.5% | 0.10% | -21.0% |
Q4 2022 | $533,584 | +43.8% | 3,979 | +12.3% | 0.12% | +37.8% |
Q3 2022 | $371,000 | -7.0% | 3,542 | 0.0% | 0.09% | 0.0% |
Q2 2022 | $399,000 | -17.4% | 3,542 | 0.0% | 0.09% | 0.0% |
Q1 2022 | $483,000 | -14.5% | 3,542 | -0.5% | 0.09% | -15.1% |
Q4 2021 | $565,000 | -1.2% | 3,561 | +2.1% | 0.11% | -10.2% |
Q3 2021 | $572,000 | +5.3% | 3,489 | 0.0% | 0.12% | 0.0% |
Q2 2021 | $543,000 | +0.2% | 3,489 | -2.1% | 0.12% | -7.8% |
Q1 2021 | $542,000 | +51.4% | 3,563 | +26.5% | 0.13% | +25.5% |
Q4 2020 | $358,000 | -8.4% | 2,816 | -30.5% | 0.10% | -17.7% |
Q3 2020 | $391,000 | -40.1% | 4,051 | -41.7% | 0.12% | -40.4% |
Q2 2020 | $653,000 | +34.4% | 6,947 | +28.9% | 0.21% | +17.5% |
Q1 2020 | $486,000 | -35.4% | 5,391 | 0.0% | 0.18% | -19.5% |
Q4 2019 | $752,000 | -21.3% | 5,391 | -33.7% | 0.22% | -32.9% |
Q3 2019 | $956,000 | +4.8% | 8,130 | -0.4% | 0.33% | +6.5% |
Q2 2019 | $912,000 | -2.3% | 8,161 | -11.4% | 0.31% | -22.4% |
Q1 2019 | $933,000 | +3.7% | 9,216 | 0.0% | 0.40% | -9.8% |
Q4 2018 | $900,000 | -13.5% | 9,216 | 0.0% | 0.44% | -12.0% |
Q3 2018 | $1,040,000 | +8.2% | 9,216 | -0.1% | 0.50% | -5.3% |
Q2 2018 | $961,000 | -29.4% | 9,221 | -25.5% | 0.53% | -30.6% |
Q1 2018 | $1,362,000 | -17.2% | 12,381 | -19.5% | 0.76% | -26.3% |
Q4 2017 | $1,644,000 | +39.7% | 15,374 | +24.7% | 1.03% | +181.5% |
Q3 2017 | $1,177,000 | +3.0% | 12,326 | -1.4% | 0.37% | -1.9% |
Q2 2017 | $1,143,000 | – | 12,503 | – | 0.37% | – |
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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% |