ZACKS INVESTMENT MANAGEMENT - 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
ZACKS INVESTMENT MANAGEMENT ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$167,734,297
-0.4%
1,156,629
-0.1%
2.17%
+2.7%
Q2 2023$168,412,865
+12.1%
1,157,954
+0.5%
2.11%
+5.0%
Q1 2023$150,212,037
+2.4%
1,152,729
+5.4%
2.01%
-1.7%
Q4 2022$146,651,786
+37.5%
1,093,600
+7.2%
2.05%
+20.1%
Q3 2022$106,650,000
-4.7%
1,020,574
+2.7%
1.70%
-0.1%
Q2 2022$111,889,000
-13.2%
993,594
+5.0%
1.71%
-4.6%
Q1 2022$128,955,000
+1.4%
945,970
+17.8%
1.79%
+0.1%
Q4 2021$127,195,000
-1.5%
803,253
+1.9%
1.79%
-12.2%
Q3 2021$129,072,000
+6.8%
788,515
+1.4%
2.04%
+4.1%
Q2 2021$120,902,000
+2.4%
777,310
+0.2%
1.96%
-6.9%
Q1 2021$118,091,000
+16.2%
775,740
-3.0%
2.10%
+12.0%
Q4 2020$101,645,000
+36.6%
799,917
+3.5%
1.88%
+24.4%
Q3 2020$74,420,000
+1.3%
773,034
-1.0%
1.51%
-6.7%
Q2 2020$73,482,000
+6.8%
781,231
+2.3%
1.62%
-4.2%
Q1 2020$68,780,000
-35.9%
763,969
-0.7%
1.69%
-16.1%
Q4 2019$107,293,000
+14.6%
769,676
-3.3%
2.01%
+7.1%
Q3 2019$93,661,000
+7.9%
795,828
+2.5%
1.88%
+5.4%
Q2 2019$86,797,000
+11.3%
776,361
+0.7%
1.78%
+6.5%
Q1 2019$78,010,000
+3.0%
770,619
-0.7%
1.67%
-8.4%
Q4 2018$75,725,000
-20.6%
775,710
-8.2%
1.83%
-8.2%
Q3 2018$95,319,000
-2.5%
844,731
-10.0%
1.99%
-6.5%
Q2 2018$97,781,000
-7.5%
938,399
-2.4%
2.13%
-9.3%
Q1 2018$105,688,000
-10.1%
961,057
-12.6%
2.35%
-8.5%
Q4 2017$117,587,000
+13.5%
1,099,561
+1.3%
2.56%
+5.6%
Q3 2017$103,646,000
+5.1%
1,085,183
+0.6%
2.43%
-0.6%
Q2 2017$98,578,000
+2.9%
1,078,529
-1.1%
2.44%
+0.2%
Q1 2017$95,829,000
+6.7%
1,090,950
+4.8%
2.44%
-5.4%
Q4 2016$89,790,000
+14.2%
1,040,558
-11.9%
2.58%
+15.8%
Q3 2016$78,637,000
+16.8%
1,180,920
+9.0%
2.22%
+8.4%
Q2 2016$67,311,000
+6.4%
1,083,207
+1.4%
2.05%
+2.3%
Q1 2016$63,239,000
-7.4%
1,067,868
+3.2%
2.01%
-10.2%
Q4 2015$68,310,000
+8.5%
1,034,534
+0.2%
2.23%
+1.8%
Q3 2015$62,931,000
-11.8%
1,032,167
-2.0%
2.19%
-3.1%
Q2 2015$71,387,000
+14.6%
1,053,530
+2.5%
2.26%
+14.9%
Q1 2015$62,280,000
+24.9%
1,028,065
+29.0%
1.97%
+21.8%
Q4 2014$49,879,000
+11.7%
797,039
+7.5%
1.62%
+3.9%
Q3 2014$44,659,000
+12.1%
741,569
+7.3%
1.56%
+10.0%
Q2 2014$39,838,000
+0.1%
691,390
+5.5%
1.42%
-4.0%
Q1 2014$39,787,000
+12.8%
655,360
+8.6%
1.47%
+6.0%
Q4 2013$35,275,000
+21.0%
603,195
+7.0%
1.39%
+10.4%
Q3 2013$29,141,000
+4.9%
563,755
+7.1%
1.26%
-1.2%
Q2 2013$27,789,000526,4001.28%
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