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 | $2,300 | -1.7% | 15,865 | -1.7% | 0.44% | +3.0% |
| Q2 2023 | $2,340 | +13.5% | 16,139 | +1.7% | 0.43% | +5.1% |
| Q1 2023 | $2,062 | -15.0% | 15,864 | -12.3% | 0.41% | -22.1% |
| Q4 2022 | $2,425 | -99.9% | 18,095 | -0.5% | 0.52% | +19.6% |
| Q3 2022 | $1,891,000 | -8.0% | 18,186 | 0.0% | 0.44% | -5.2% |
| Q2 2022 | $2,055,000 | -18.7% | 18,186 | -2.2% | 0.46% | -3.5% |
| Q1 2022 | $2,528,000 | -15.5% | 18,586 | -1.8% | 0.48% | -7.9% |
| Q4 2021 | $2,991,000 | -3.0% | 18,931 | +0.6% | 0.52% | -11.8% |
| Q3 2021 | $3,085,000 | +5.3% | 18,813 | +0.2% | 0.59% | +3.0% |
| Q2 2021 | $2,930,000 | +3.7% | 18,782 | +1.1% | 0.57% | -4.8% |
| Q1 2021 | $2,825,000 | +19.9% | 18,585 | +0.2% | 0.60% | +18.0% |
| Q4 2020 | $2,356,000 | +25.0% | 18,555 | -5.5% | 0.51% | +12.3% |
| Q3 2020 | $1,885,000 | -25.3% | 19,631 | -26.9% | 0.46% | -33.4% |
| Q2 2020 | $2,523,000 | -9.8% | 26,845 | -13.6% | 0.68% | -27.5% |
| Q1 2020 | $2,797,000 | -27.5% | 31,079 | +12.0% | 0.94% | -12.8% |
| Q4 2019 | $3,859,000 | +18.6% | 27,761 | +0.7% | 1.08% | +9.1% |
| Q3 2019 | $3,253,000 | -7.6% | 27,570 | -12.3% | 0.99% | -9.0% |
| Q2 2019 | $3,520,000 | +13.2% | 31,430 | +2.1% | 1.09% | +7.7% |
| Q1 2019 | $3,110,000 | +12.9% | 30,789 | +9.6% | 1.01% | -3.7% |
| Q4 2018 | $2,754,000 | -6.8% | 28,102 | +7.5% | 1.05% | +7.3% |
| Q3 2018 | $2,954,000 | +11.2% | 26,145 | +2.3% | 0.98% | -0.3% |
| Q2 2018 | $2,657,000 | +7.6% | 25,550 | +13.8% | 0.98% | +2.8% |
| Q1 2018 | $2,470,000 | +28.9% | 22,451 | +25.4% | 0.95% | +32.1% |
| Q4 2017 | $1,916,000 | +25.3% | 17,903 | +12.4% | 0.72% | +19.7% |
| Q3 2017 | $1,529,000 | +24.2% | 15,929 | +17.7% | 0.60% | +18.9% |
| Q2 2017 | $1,231,000 | +91.4% | 13,532 | +85.1% | 0.51% | +85.0% |
| Q1 2017 | $643,000 | – | 7,310 | – | 0.27% | – |
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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% |