SOMERVILLE KURT F - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
SOMERVILLE KURT F ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$332,676
+12.7%
2,294
+13.0%
0.07%
+19.6%
Q2 2023$295,243
+11.6%
2,0300.0%0.06%
+16.7%
Q1 2023$264,529
-2.8%
2,0300.0%0.05%
-9.4%
Q4 2022$272,222
+17.8%
2,030
-8.4%
0.05%
+15.2%
Q3 2022$231,000
-7.2%
2,2160.0%0.05%
-2.1%
Q2 2022$249,000
+6.4%
2,216
+29.1%
0.05%
+23.7%
Q1 2022$234,000
-14.9%
1,716
-1.1%
0.04%0.0%
Q4 2021$275,000
+17.0%
1,735
+20.9%
0.04%
+5.6%
Q3 2021$235,000
-16.1%
1,435
-20.3%
0.04%
-14.3%
Q2 2021$280,000
+15.2%
1,801
+12.5%
0.04%
+10.5%
Q1 2021$243,000
+6.1%
1,601
-34.3%
0.04%
-9.5%
Q2 2020$229,000
+4.6%
2,4350.0%0.04%
-14.3%
Q1 2020$219,000
+9.5%
2,435
+69.7%
0.05%
+28.9%
Q4 2019$200,000
-9.9%
1,435
-41.1%
0.04%
-15.6%
Q2 2017$222,000
-26.5%
2,435
-29.1%
0.04%
-29.7%
Q1 2017$302,000
+1.7%
3,4350.0%0.06%
-3.0%
Q4 2016$297,000
+29.7%
3,4350.0%0.07%
+32.0%
Q3 2016$229,000
+7.5%
3,4350.0%0.05%
+4.2%
Q2 2016$213,000
+4.9%
3,4350.0%0.05%
+4.3%
Q1 2016$203,000
-30.7%
3,435
-22.5%
0.05%
-31.3%
Q4 2015$293,000
-0.3%
4,435
-8.3%
0.07%
-10.7%
Q3 2015$294,000
-14.8%
4,835
-5.0%
0.08%
-6.2%
Q2 2015$345,000
-19.6%
5,090
-28.2%
0.08%
-18.4%
Q1 2015$429,000
-20.0%
7,090
-17.2%
0.10%
-26.3%
Q4 2014$536,000
+64.9%
8,560
+58.5%
0.13%
+1.5%
Q3 2014$325,000
+4.5%
5,4000.0%0.13%
+8.3%
Q2 2014$311,000
-5.2%
5,4000.0%0.12%
-7.6%
Q1 2014$328,000
-12.3%
5,400
-15.6%
0.13%
-8.4%
Q4 2013$374,000
+13.0%
6,4000.0%0.14%
+8.3%
Q3 2013$331,000
-39.7%
6,400
-38.5%
0.13%
-42.9%
Q2 2013$549,000
+12.7%
10,400
+1.2%
0.23%
+14.4%
Q1 2013$487,000
+7.7%
10,2750.0%0.20%0.0%
Q4 2012$452,00010,2750.20%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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