DUMONT & BLAKE INVESTMENT ADVISORS LLC - 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
DUMONT & BLAKE INVESTMENT ADVISORS LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,766
-0.5%
19,076
-0.2%
0.94%
+3.5%
Q2 2023$2,781
+6.1%
19,123
-4.9%
0.90%
+1.8%
Q1 2023$2,621
-3.5%
20,114
-0.7%
0.89%
-7.7%
Q4 2022$2,717
-99.9%
20,264
-0.6%
0.96%
+20.6%
Q3 2022$2,131,000
-4.1%
20,388
+3.4%
0.80%
+10.1%
Q2 2022$2,221,000
-16.8%
19,727
+0.7%
0.72%
-0.5%
Q1 2022$2,670,000
-13.5%
19,586
+0.4%
0.73%
-9.4%
Q4 2021$3,088,000
-4.0%
19,504
-0.8%
0.80%
-12.5%
Q3 2021$3,217,000
+4.4%
19,652
-0.8%
0.92%
+5.0%
Q2 2021$3,080,000
+2.6%
19,802
+0.5%
0.88%
-4.9%
Q1 2021$3,001,000
+20.6%
19,713
+0.7%
0.92%
+8.4%
Q4 2020$2,488,000
+27.5%
19,576
-3.4%
0.85%
+14.7%
Q3 2020$1,951,000
+3.4%
20,270
+1.1%
0.74%
-6.0%
Q2 2020$1,886,000
+5.1%
20,056
+0.6%
0.79%
-14.3%
Q1 2020$1,794,000
-35.5%
19,931
-0.1%
0.92%
-15.8%
Q4 2019$2,780,000
+1.1%
19,943
-14.6%
1.09%
-5.6%
Q3 2019$2,750,000
+4.2%
23,365
-1.1%
1.16%
+5.3%
Q2 2019$2,640,000
+11.2%
23,616
+0.6%
1.10%
+9.5%
Q1 2019$2,375,000
+5.2%
23,466
+1.5%
1.00%
-4.9%
Q4 2018$2,257,000
-18.1%
23,121
-5.3%
1.06%
-1.6%
Q3 2018$2,755,000
+10.7%
24,416
+2.2%
1.07%
+2.9%
Q2 2018$2,489,000
-16.0%
23,886
-11.3%
1.04%
-17.3%
Q1 2018$2,962,000
+2.4%
26,931
-0.4%
1.26%
+7.6%
Q4 2017$2,892,000
+7.2%
27,041
-4.3%
1.17%
+1.6%
Q3 2017$2,698,000
-13.6%
28,251
-17.3%
1.16%
-16.6%
Q2 2017$3,124,000
+3.7%
34,175
-0.4%
1.38%
+1.9%
Q1 2017$3,013,000
+2.2%
34,305
+0.4%
1.36%
-1.7%
Q4 2016$2,948,000
+28.8%
34,165
-0.6%
1.38%
+23.0%
Q3 2016$2,289,000
+7.2%
34,3750.0%1.12%
+4.9%
Q2 2016$2,136,000
+2.7%
34,375
-2.1%
1.07%
-0.5%
Q1 2016$2,080,000
-12.3%
35,115
-2.3%
1.08%
-11.1%
Q4 2015$2,372,000
+8.3%
35,9300.0%1.21%
+2.2%
Q3 2015$2,191,000
-11.1%
35,930
-1.2%
1.18%
-1.7%
Q2 2015$2,465,000
+12.5%
36,380
+0.6%
1.20%
+13.3%
Q1 2015$2,192,000
-1.9%
36,180
+1.3%
1.06%
-3.7%
Q4 2014$2,235,000
+3.2%
35,715
-0.6%
1.10%
-1.1%
Q3 2014$2,165,000
+4.2%
35,940
-0.3%
1.12%
+7.1%
Q2 2014$2,077,000
-5.4%
36,040
-0.3%
1.04%
-8.7%
Q1 2014$2,196,000
+0.8%
36,165
-3.0%
1.14%
+1.7%
Q4 2013$2,179,000
+2.8%
37,265
-9.2%
1.12%
+11.4%
Q3 2013$2,120,000
-1.3%
41,022
+0.7%
1.01%
-21.9%
Q2 2013$2,149,00040,7171.29%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders