STONERIDGE INVESTMENT PARTNERS LLC - 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
STONERIDGE INVESTMENT PARTNERS LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,087
-4.6%
7,497
-4.2%
0.51%
+3.6%
Q2 2023$1,139
-64.5%
7,828
-68.2%
0.50%
-70.9%
Q1 2023$3,210
-60.1%
24,631
-59.0%
1.70%
-61.6%
Q4 2022$8,052
-99.9%
60,045
-17.8%
4.44%
-1.2%
Q3 2022$7,630,000
+23.8%
73,012
+33.4%
4.49%
+32.3%
Q2 2022$6,164,000
+16.6%
54,737
+41.1%
3.39%
+36.7%
Q1 2022$5,287,000
+1941.3%
38,787
+2269.4%
2.48%
+1986.6%
Q4 2021$259,000
-3.4%
1,6370.0%0.12%
-11.2%
Q3 2021$268,000
-77.6%
1,637
-82.6%
0.13%
-80.7%
Q4 2020$1,198,000
-71.7%
9,429
-78.6%
0.69%
-75.2%
Q3 2020$4,233,000
-26.2%
43,965
-27.9%
2.79%
+15.7%
Q2 2020$5,737,000
-7.6%
60,992
-11.6%
2.42%
-13.5%
Q1 2020$6,211,000
-36.6%
68,992
-1.8%
2.79%
-15.7%
Q4 2019$9,792,000
+16.5%
70,243
-1.7%
3.31%
+7.2%
Q3 2019$8,408,000
+0.0%
71,443
-5.0%
3.09%
+3.5%
Q2 2019$8,407,000
-7.3%
75,193
-16.1%
2.98%
+11.9%
Q1 2019$9,068,000
+21.9%
89,583
+17.5%
2.67%
+14.4%
Q4 2018$7,441,000
-25.3%
76,224
-13.7%
2.33%
+10.1%
Q3 2018$9,964,000
-10.2%
88,305
-17.1%
2.12%
-0.9%
Q2 2018$11,098,000
-16.5%
106,511
-11.8%
2.14%
-3.9%
Q1 2018$13,287,000
-2.4%
120,826
-5.1%
2.22%
+2.3%
Q4 2017$13,615,000
+16.7%
127,319
+4.2%
2.18%
+18.6%
Q3 2017$11,670,000
+41.2%
122,182
+35.1%
1.84%
+49.1%
Q2 2017$8,263,000
+4.0%
90,406
-0.1%
1.23%
+14.8%
Q1 2017$7,949,000
+5.5%
90,495
+3.6%
1.07%
+4.6%
Q4 2016$7,536,000
+33.1%
87,339
+2.8%
1.02%
+25.0%
Q3 2016$5,660,000
-42.1%
84,994
-45.9%
0.82%
-43.7%
Q2 2016$9,768,000
-7.3%
157,198
-11.7%
1.46%
-5.7%
Q1 2016$10,541,000
-34.3%
178,001
-26.7%
1.54%
-28.4%
Q4 2015$16,034,000
+6.0%
242,835
-2.2%
2.16%
+1.7%
Q3 2015$15,133,000
-9.3%
248,205
+0.8%
2.12%
+3.0%
Q2 2015$16,690,000
+5.1%
246,305
-6.0%
2.06%
+10.7%
Q1 2015$15,877,000
+11.2%
262,081
+14.9%
1.86%
-0.9%
Q4 2014$14,276,000
+3.0%
228,125
-0.8%
1.88%
-8.6%
Q3 2014$13,857,000
+5.1%
230,025
+0.5%
2.06%
+4.1%
Q2 2014$13,188,000
-7.2%
228,885
-2.3%
1.98%
-28.0%
Q1 2014$14,218,000
+1.6%
234,188
-2.2%
2.74%
+2.1%
Q4 2013$13,999,000
+15.9%
239,388
+2.5%
2.69%
+1.7%
Q3 2013$12,074,000
-3.7%
233,588
-1.7%
2.64%
-9.7%
Q2 2013$12,542,000237,5882.93%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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