JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,698 filers reported holding JPMORGAN CHASE & CO in Q3 2014. The put-call ratio across all filers is 0.74 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,234,323 | -0.0% | 15,407 | +0.3% | 0.50% | +6.2% |
Q2 2023 | $2,234,686 | +12.0% | 15,365 | +0.3% | 0.47% | +5.4% |
Q1 2023 | $1,995,698 | -1.9% | 15,315 | +1.0% | 0.45% | -6.5% |
Q4 2022 | $2,033,627 | +4.4% | 15,165 | -18.6% | 0.48% | -0.2% |
Q3 2022 | $1,948,000 | +3.6% | 18,640 | +11.6% | 0.48% | +12.2% |
Q2 2022 | $1,881,000 | +11.4% | 16,700 | +34.8% | 0.43% | +30.7% |
Q1 2022 | $1,688,000 | -13.9% | 12,385 | 0.0% | 0.33% | -7.9% |
Q4 2021 | $1,961,000 | -7.0% | 12,385 | -3.9% | 0.35% | -12.8% |
Q3 2021 | $2,109,000 | +3.2% | 12,885 | -1.9% | 0.41% | +2.8% |
Q2 2021 | $2,043,000 | +2.2% | 13,135 | 0.0% | 0.40% | -5.7% |
Q1 2021 | $2,000,000 | +19.4% | 13,135 | -0.4% | 0.42% | +11.4% |
Q4 2020 | $1,675,000 | +28.1% | 13,185 | -2.9% | 0.38% | +16.4% |
Q3 2020 | $1,308,000 | -66.3% | 13,585 | -67.1% | 0.32% | -67.9% |
Q2 2020 | $3,884,000 | +14.1% | 41,295 | +9.2% | 1.00% | 0.0% |
Q1 2020 | $3,405,000 | -36.0% | 37,820 | -0.9% | 1.00% | -23.3% |
Q4 2019 | $5,318,000 | +17.6% | 38,150 | -0.7% | 1.31% | +13.5% |
Q3 2019 | $4,522,000 | +5.0% | 38,425 | -0.2% | 1.16% | +6.5% |
Q2 2019 | $4,305,000 | +11.4% | 38,508 | +0.9% | 1.08% | +9.1% |
Q1 2019 | $3,865,000 | -0.6% | 38,176 | -4.2% | 0.99% | -8.0% |
Q4 2018 | $3,890,000 | +254.9% | 39,845 | +310.4% | 1.08% | +289.9% |
Q3 2018 | $1,096,000 | +4.8% | 9,710 | -3.2% | 0.28% | +0.7% |
Q2 2018 | $1,046,000 | +9.2% | 10,036 | +15.2% | 0.28% | +6.6% |
Q1 2018 | $958,000 | +6.6% | 8,710 | +3.6% | 0.26% | +4.5% |
Q4 2017 | $899,000 | +12.0% | 8,406 | 0.0% | 0.25% | +8.8% |
Q3 2017 | $803,000 | -3.3% | 8,406 | -7.4% | 0.23% | -1.3% |
Q2 2017 | $830,000 | +10.1% | 9,081 | +5.8% | 0.23% | +9.0% |
Q1 2017 | $754,000 | +3.0% | 8,581 | +1.1% | 0.21% | -1.4% |
Q4 2016 | $732,000 | +22.4% | 8,485 | -5.6% | 0.21% | +13.2% |
Q3 2016 | $598,000 | +9.5% | 8,985 | +2.3% | 0.19% | +11.8% |
Q2 2016 | $546,000 | -0.9% | 8,785 | -5.6% | 0.17% | -2.9% |
Q1 2016 | $551,000 | -10.4% | 9,310 | 0.0% | 0.17% | -11.7% |
Q4 2015 | $615,000 | +25.0% | 9,310 | +15.4% | 0.20% | +18.7% |
Q3 2015 | $492,000 | -17.4% | 8,070 | -8.2% | 0.17% | -1.2% |
Q2 2015 | $596,000 | +8.6% | 8,792 | -3.0% | 0.17% | +4.3% |
Q1 2015 | $549,000 | +2.4% | 9,060 | +5.7% | 0.16% | +0.6% |
Q4 2014 | $536,000 | +3.9% | 8,570 | 0.0% | 0.16% | 0.0% |
Q3 2014 | $516,000 | – | 8,570 | – | 0.16% | – |
Download |
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% |