CUMBERLAND ADVISORS INC - 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
CUMBERLAND ADVISORS INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,381,228
-2.3%
16,420
-2.0%
1.06%
-5.2%
Q2 2023$2,437,574
-37.2%
16,760
-43.7%
1.11%
-30.0%
Q1 2023$3,879,329
-2.6%
29,770
+0.2%
1.59%
-7.7%
Q4 2022$3,982,770
-20.0%
29,700
-37.6%
1.72%
-12.9%
Q3 2022$4,976,000
-7.6%
47,615
-0.4%
1.98%
+10.8%
Q2 2022$5,384,000
-24.7%
47,815
-8.8%
1.79%
+7.9%
Q1 2022$7,149,000
-14.0%
52,440
-0.1%
1.66%
-4.8%
Q4 2021$8,310,000
+1.9%
52,480
+5.3%
1.74%
-7.7%
Q3 2021$8,156,000
+6.0%
49,825
+0.7%
1.89%
+4.5%
Q2 2021$7,692,000
+22.2%
49,455
+19.6%
1.80%
+15.6%
Q1 2021$6,295,000
+25.4%
41,350
+4.7%
1.56%
-15.1%
Q4 2020$5,018,000
+1259.9%
39,490
+1390.2%
1.84%
+1347.2%
Q4 2019$369,000
+18.3%
2,6500.0%0.13%
+44.3%
Q3 2019$312,000
+5.4%
2,6500.0%0.09%
-12.0%
Q2 2019$296,000
+10.4%
2,6500.0%0.10%
+7.5%
Q1 2019$268,000
+1.9%
2,650
-1.8%
0.09%
-1.1%
Q4 2018$263,0002,6990.09%
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