JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $575,149 | -0.3% | 3,966 | 0.0% | 0.05% | +4.3% |
Q2 2023 | $576,815 | +6.9% | 3,966 | -4.2% | 0.05% | -4.2% |
Q1 2023 | $539,614 | -2.8% | 4,141 | 0.0% | 0.05% | -14.3% |
Q4 2022 | $555,308 | +28.2% | 4,141 | 0.0% | 0.06% | +24.4% |
Q3 2022 | $433,000 | -7.1% | 4,141 | 0.0% | 0.04% | -2.2% |
Q2 2022 | $466,000 | -19.9% | 4,141 | -2.9% | 0.05% | 0.0% |
Q1 2022 | $582,000 | -17.3% | 4,266 | -4.0% | 0.05% | -8.0% |
Q4 2021 | $704,000 | -3.2% | 4,443 | 0.0% | 0.05% | -16.7% |
Q3 2021 | $727,000 | +5.2% | 4,443 | 0.0% | 0.06% | +3.4% |
Q2 2021 | $691,000 | +2.2% | 4,443 | 0.0% | 0.06% | -10.8% |
Q1 2021 | $676,000 | +19.6% | 4,443 | 0.0% | 0.06% | +16.1% |
Q4 2020 | $565,000 | -7.5% | 4,443 | -30.0% | 0.06% | -15.2% |
Q3 2020 | $611,000 | -1.0% | 6,343 | -3.4% | 0.07% | -10.8% |
Q2 2020 | $617,000 | +4.4% | 6,564 | 0.0% | 0.07% | -11.9% |
Q1 2020 | $591,000 | -35.4% | 6,564 | 0.0% | 0.08% | -23.6% |
Q4 2019 | $915,000 | +18.4% | 6,564 | 0.0% | 0.11% | +12.2% |
Q3 2019 | $773,000 | +3.8% | 6,564 | -1.5% | 0.10% | +1.0% |
Q2 2019 | $745,000 | +10.4% | 6,664 | 0.0% | 0.10% | +6.6% |
Q1 2019 | $675,000 | +3.7% | 6,664 | 0.0% | 0.09% | -9.9% |
Q4 2018 | $651,000 | -18.2% | 6,664 | -5.5% | 0.10% | -5.6% |
Q3 2018 | $796,000 | +14.7% | 7,054 | +5.9% | 0.11% | +3.9% |
Q2 2018 | $694,000 | -0.6% | 6,664 | +5.1% | 0.10% | -5.5% |
Q1 2018 | $698,000 | +2.9% | 6,343 | 0.0% | 0.11% | +2.8% |
Q4 2017 | $678,000 | +11.9% | 6,343 | 0.0% | 0.11% | +5.0% |
Q3 2017 | $606,000 | +4.5% | 6,343 | 0.0% | 0.10% | +1.0% |
Q2 2017 | $580,000 | +4.1% | 6,343 | 0.0% | 0.10% | +4.2% |
Q1 2017 | $557,000 | +1.8% | 6,343 | 0.0% | 0.10% | -3.0% |
Q4 2016 | $547,000 | +29.6% | 6,343 | 0.0% | 0.10% | +28.6% |
Q3 2016 | $422,000 | +7.1% | 6,343 | 0.0% | 0.08% | +5.5% |
Q2 2016 | $394,000 | +4.8% | 6,343 | 0.0% | 0.07% | +4.3% |
Q1 2016 | $376,000 | -10.3% | 6,343 | +900.5% | 0.07% | -11.4% |
Q4 2015 | $419,000 | +8.3% | 634 | -90.0% | 0.08% | +2.6% |
Q3 2015 | $387,000 | -15.3% | 6,343 | -5.9% | 0.08% | -10.5% |
Q2 2015 | $457,000 | +9.9% | 6,744 | -1.9% | 0.09% | +10.3% |
Q1 2015 | $416,000 | -3.3% | 6,875 | 0.0% | 0.08% | -3.7% |
Q4 2014 | $430,000 | +2.1% | 6,875 | -1.7% | 0.08% | -4.7% |
Q3 2014 | $421,000 | -27.9% | 6,995 | -31.0% | 0.08% | -27.4% |
Q2 2014 | $584,000 | -5.2% | 10,140 | 0.0% | 0.12% | -8.6% |
Q1 2014 | $616,000 | +5.1% | 10,140 | +1.2% | 0.13% | +3.2% |
Q4 2013 | $586,000 | +13.1% | 10,020 | 0.0% | 0.12% | +4.2% |
Q3 2013 | $518,000 | -2.1% | 10,020 | 0.0% | 0.12% | -7.0% |
Q2 2013 | $529,000 | – | 10,020 | – | 0.13% | – |
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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% |