HOLDERNESS INVESTMENTS CO - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
HOLDERNESS INVESTMENTS CO ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,804,990
-1.1%
19,342
-0.8%
1.09%
+4.2%
Q2 2023$2,835,270
+16.1%
19,494
+4.0%
1.05%
+7.3%
Q1 2023$2,441,987
-2.1%
18,740
+0.7%
0.98%
-9.3%
Q4 2022$2,495,506
+29.0%
18,609
+0.5%
1.08%
+22.4%
Q3 2022$1,935,000
-9.1%
18,513
-2.0%
0.88%
-1.0%
Q2 2022$2,128,000
-19.2%
18,895
-2.2%
0.89%
+1.1%
Q1 2022$2,634,000
-11.8%
19,325
+2.5%
0.88%
-0.5%
Q4 2021$2,986,000
-2.8%
18,860
+0.5%
0.88%
-13.0%
Q3 2021$3,071,000
+8.3%
18,761
+2.9%
1.01%
+8.3%
Q2 2021$2,835,000
+4.2%
18,224
+2.0%
0.94%
-4.2%
Q1 2021$2,721,000
+21.0%
17,871
+1.0%
0.98%
+12.0%
Q4 2020$2,248,000
+32.8%
17,689
+0.6%
0.87%
+24.7%
Q3 2020$1,693,000
+9.1%
17,591
+6.6%
0.70%
+1.2%
Q2 2020$1,552,000
+24.8%
16,503
+19.4%
0.69%
-1.7%
Q1 2020$1,244,000
-46.1%
13,823
-16.5%
0.70%
-29.0%
Q4 2019$2,309,000
+23.3%
16,562
+4.1%
0.99%
+13.5%
Q3 2019$1,873,000
-10.0%
15,917
-14.5%
0.87%
-7.6%
Q2 2019$2,081,000
+20.5%
18,614
+9.1%
0.94%
+14.1%
Q1 2019$1,727,000
+2.6%
17,058
-1.0%
0.83%
-10.1%
Q4 2018$1,683,000
-6.0%
17,236
+8.6%
0.92%
+14.0%
Q3 2018$1,791,000
+41.6%
15,876
+30.8%
0.81%
+31.2%
Q2 2018$1,265,000
-3.2%
12,141
+2.2%
0.62%
-4.8%
Q1 2018$1,307,000
+0.5%
11,881
-2.3%
0.65%
+1.1%
Q4 2017$1,301,000
+12.0%
12,1660.0%0.64%
+5.8%
Q3 2017$1,162,000
+3.9%
12,166
-0.6%
0.60%
+1.9%
Q2 2017$1,118,000
+9.9%
12,236
+5.7%
0.59%
+14.9%
Q1 2017$1,017,000
+29.9%
11,573
+27.5%
0.52%
-25.5%
Q4 2016$783,000
+30.5%
9,078
+0.7%
0.69%
+15.5%
Q3 2016$600,000
+7.1%
9,0130.0%0.60%
+6.4%
Q2 2016$560,000
+1.4%
9,013
-3.2%
0.56%
+7.2%
Q1 2016$552,000
+42.6%
9,314
+59.0%
0.53%
+37.3%
Q4 2015$387,000
+10.6%
5,859
+2.1%
0.38%
+4.1%
Q3 2015$350,000
-2.2%
5,739
+8.7%
0.37%
+0.5%
Q2 2015$358,000
+18.5%
5,282
+5.8%
0.37%
+19.2%
Q1 2015$302,000
-3.2%
4,9920.0%0.31%
-3.8%
Q4 2014$312,0004,9920.32%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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