MAINSTAY CAPITAL MANAGEMENT LLC /ADV - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
MAINSTAY CAPITAL MANAGEMENT LLC /ADV ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,631,475
-0.1%
11,250
+0.2%
0.34%
+17.7%
Q2 2023$1,633,728
+7.9%
11,233
-3.4%
0.29%
-2.3%
Q1 2023$1,514,723
-3.0%
11,624
-0.2%
0.30%
-13.5%
Q4 2022$1,561,461
+28.3%
11,6440.0%0.35%
+13.8%
Q3 2022$1,217,000
-7.2%
11,6440.0%0.30%
+1.0%
Q2 2022$1,312,000
-17.3%
11,6440.0%0.30%
+3.8%
Q1 2022$1,587,000
-13.9%
11,6440.0%0.29%
-47.8%
Q4 2021$1,843,000
+0.7%
11,644
-1.1%
0.56%
+29.5%
Q2 2021$1,831,000
+0.8%
11,774
-1.3%
0.43%
-23.5%
Q1 2021$1,816,000
+15.4%
11,929
-3.7%
0.56%
+22.2%
Q4 2020$1,573,000
+38.8%
12,382
+5.2%
0.46%
+55.4%
Q3 2020$1,133,000
+828.7%
11,774
+993.2%
0.30%
+284.4%
Q3 2018$122,000
+50.6%
1,077
+38.6%
0.08%
+20.3%
Q2 2018$81,000
+76.1%
777
+82.0%
0.06%
+82.9%
Q1 2018$46,000
-41.0%
427
-41.3%
0.04%
-46.2%
Q4 2017$78,0007270.06%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
NameSharesValueWeighting ↓
Rempart Asset Management Inc. 130,612$22,217,1014.59%
Founders Capital Management 36,868$6,271,1964.56%
McBroom & Associates, LLC 34,998$5,953,1604.34%
Martin Capital Partners, LLC 54,899$9,3383.81%
PARK NATIONAL CORP /OH/ 460,753$78,374,0863.21%
CANANDAIGUA NATIONAL BANK & TRUST CO 106,985$18,198,1492.81%
Somerset Trust Co 37,688$6,410,7292.81%
TRUST CO OF TOLEDO NA /OH/ 93,166$15,847,5362.73%
Compass Wealth Management LLC 53,479$9,096,7802.54%
CHEMUNG CANAL TRUST CO 70,778$12,039,3582.49%
View complete list of JPMORGAN CHASE & CO shareholders