JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 | $3,454,811 | -5.3% | 23,823 | -27.2% | 1.06% | +2.3% |
Q2 2023 | $3,647,148 | +58.6% | 32,719 | +24.4% | 1.04% | +38.9% |
Q1 2023 | $2,299,145 | -0.8% | 26,291 | +1.4% | 0.75% | -6.5% |
Q4 2022 | $2,318,409 | -17.0% | 25,936 | -2.9% | 0.80% | 0.0% |
Q3 2022 | $2,793,000 | -7.9% | 26,723 | -0.8% | 0.80% | +1.0% |
Q2 2022 | $3,032,000 | -14.9% | 26,930 | +3.0% | 0.79% | +3.0% |
Q1 2022 | $3,564,000 | -2.7% | 26,148 | +13.0% | 0.77% | -5.1% |
Q4 2021 | $3,664,000 | +2.7% | 23,143 | +6.2% | 0.81% | -12.2% |
Q3 2021 | $3,568,000 | +11.8% | 21,795 | +6.2% | 0.92% | +9.7% |
Q2 2021 | $3,192,000 | +4.8% | 20,524 | +2.6% | 0.84% | -0.2% |
Q1 2021 | $3,045,000 | +9.3% | 19,997 | -8.8% | 0.84% | -2.1% |
Q4 2020 | $2,787,000 | +34.6% | 21,928 | +1.9% | 0.86% | +19.6% |
Q3 2020 | $2,071,000 | +7.2% | 21,512 | +4.7% | 0.72% | -1.5% |
Q2 2020 | $1,932,000 | +21.9% | 20,544 | +16.7% | 0.73% | +2.0% |
Q1 2020 | $1,585,000 | -44.3% | 17,602 | -13.7% | 0.72% | -32.0% |
Q4 2019 | $2,845,000 | +17.2% | 20,407 | -1.1% | 1.05% | +8.2% |
Q3 2019 | $2,428,000 | +5.4% | 20,634 | +0.2% | 0.97% | +1.0% |
Q2 2019 | $2,303,000 | +9.7% | 20,599 | -0.7% | 0.96% | +10.8% |
Q1 2019 | $2,099,000 | +2.9% | 20,738 | -0.7% | 0.87% | -11.5% |
Q4 2018 | $2,039,000 | -13.3% | 20,892 | +0.3% | 0.98% | +3.3% |
Q3 2018 | $2,351,000 | +2.5% | 20,834 | -5.4% | 0.95% | -1.5% |
Q2 2018 | $2,294,000 | -13.8% | 22,014 | -9.0% | 0.96% | -14.8% |
Q1 2018 | $2,661,000 | +5.1% | 24,199 | +2.2% | 1.13% | +4.0% |
Q4 2017 | $2,532,000 | +4.4% | 23,681 | -6.8% | 1.09% | +0.6% |
Q3 2017 | $2,426,000 | +6.1% | 25,398 | +1.5% | 1.08% | +0.4% |
Q2 2017 | $2,287,000 | -13.5% | 25,021 | -16.9% | 1.08% | -22.5% |
Q1 2017 | $2,645,000 | +6.4% | 30,106 | +4.4% | 1.39% | +2.5% |
Q4 2016 | $2,487,000 | +15.2% | 28,825 | -11.1% | 1.36% | +7.9% |
Q3 2016 | $2,159,000 | +56.9% | 32,420 | +46.4% | 1.26% | +39.4% |
Q2 2016 | $1,376,000 | +35.8% | 22,151 | +29.5% | 0.90% | +25.3% |
Q1 2016 | $1,013,000 | +1.6% | 17,101 | +2.0% | 0.72% | -27.3% |
Q4 2015 | $997,000 | – | 16,761 | – | 0.99% | – |
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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% |