VALICENTI ADVISORY SERVICES INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
VALICENTI ADVISORY SERVICES INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$11,586
+2.6%
79,891
+2.9%
3.96%
+10.4%
Q2 2023$11,296
+12.1%
77,671
+0.5%
3.58%
+6.7%
Q1 2023$10,074
+5.2%
77,309
+8.2%
3.36%
-3.8%
Q4 2022$9,578
-99.9%
71,427
-1.8%
3.49%
+25.5%
Q3 2022$7,603,000
-7.6%
72,756
-0.4%
2.78%
+3.5%
Q2 2022$8,226,000
-3.5%
73,050
+16.9%
2.68%
+19.8%
Q1 2022$8,522,000
-13.5%
62,512
+0.5%
2.24%
-8.6%
Q4 2021$9,853,000
-3.9%
62,221
-0.6%
2.45%
-11.8%
Q3 2021$10,249,000
+5.8%
62,615
+0.5%
2.78%
+3.7%
Q2 2021$9,688,000
-0.5%
62,288
-2.7%
2.68%
-7.3%
Q1 2021$9,741,000
+18.5%
63,986
-1.1%
2.89%
+8.5%
Q4 2020$8,221,000
+32.0%
64,696
-0.0%
2.66%
+14.8%
Q3 2020$6,230,000
+3.4%
64,717
+1.1%
2.32%
-5.4%
Q2 2020$6,023,000
+21.3%
64,039
+16.1%
2.45%
-1.2%
Q1 2020$4,965,000
-29.2%
55,147
+9.7%
2.48%
-15.5%
Q4 2019$7,011,000
+18.3%
50,291
-0.1%
2.94%
+4.3%
Q3 2019$5,924,000
+4.3%
50,335
-0.9%
2.82%
+1.7%
Q2 2019$5,679,000
+6.9%
50,799
-3.2%
2.77%
+9.2%
Q1 2019$5,310,000
+20.1%
52,458
+15.8%
2.54%
+14.9%
Q4 2018$4,423,000
+11.4%
45,306
+28.7%
2.21%
+28.1%
Q3 2018$3,972,000
+9.6%
35,200
+1.2%
1.72%
+3.3%
Q2 2018$3,625,000
-0.3%
34,790
+5.2%
1.67%
-2.9%
Q1 2018$3,636,000
+3.0%
33,060
+0.1%
1.72%
-2.2%
Q4 2017$3,531,000
+3.5%
33,021
-7.6%
1.76%
+2.3%
Q3 2017$3,412,000
+3.4%
35,728
-1.1%
1.72%
-2.7%
Q2 2017$3,301,000
+11.2%
36,117
+6.9%
1.76%
+7.1%
Q1 2017$2,968,00033,7901.65%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders