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 | $2,309,153 | -39.6% | 15,923 | -39.4% | 1.56% | -36.4% |
Q2 2023 | $3,822,454 | -4.3% | 26,282 | -14.2% | 2.45% | -8.7% |
Q1 2023 | $3,993,611 | -32.4% | 30,647 | -30.4% | 2.68% | -13.2% |
Q4 2022 | $5,907,507 | +78.7% | 44,053 | +39.2% | 3.09% | +21.2% |
Q3 2022 | $3,306,000 | -5.9% | 31,639 | +1.4% | 2.55% | +1.8% |
Q2 2022 | $3,514,000 | -16.3% | 31,201 | +1.4% | 2.50% | +0.7% |
Q1 2022 | $4,196,000 | -38.5% | 30,780 | -28.6% | 2.49% | -6.6% |
Q4 2021 | $6,823,000 | +25.9% | 43,089 | +30.2% | 2.66% | -6.8% |
Q3 2021 | $5,419,000 | -1.8% | 33,103 | -6.7% | 2.86% | +1.6% |
Q2 2021 | $5,518,000 | -0.4% | 35,477 | -2.5% | 2.81% | -6.3% |
Q1 2021 | $5,541,000 | +15.8% | 36,397 | -3.3% | 3.00% | +13.1% |
Q4 2020 | $4,785,000 | +31.6% | 37,656 | -0.3% | 2.66% | +20.2% |
Q3 2020 | $3,636,000 | +5.0% | 37,776 | +2.6% | 2.21% | -4.4% |
Q2 2020 | $3,462,000 | +6.9% | 36,810 | +2.3% | 2.31% | -9.1% |
Q1 2020 | $3,239,000 | -36.6% | 35,980 | -1.8% | 2.54% | -15.7% |
Q4 2019 | $5,108,000 | +21.2% | 36,647 | +2.3% | 3.02% | +9.3% |
Q3 2019 | $4,214,000 | +13.3% | 35,811 | +7.6% | 2.76% | +7.2% |
Q2 2019 | $3,720,000 | +9.5% | 33,275 | -0.8% | 2.57% | +7.7% |
Q1 2019 | $3,397,000 | +4.7% | 33,560 | +1.0% | 2.39% | -5.1% |
Q4 2018 | $3,244,000 | -12.6% | 33,221 | +1.0% | 2.52% | -0.1% |
Q3 2018 | $3,711,000 | +9.5% | 32,891 | +1.1% | 2.52% | +3.9% |
Q2 2018 | $3,390,000 | -11.9% | 32,533 | -7.1% | 2.43% | -6.0% |
Q1 2018 | $3,850,000 | -7.0% | 35,013 | -9.6% | 2.58% | -1.7% |
Q4 2017 | $4,142,000 | +10.7% | 38,728 | -1.1% | 2.63% | +7.8% |
Q3 2017 | $3,740,000 | +2.5% | 39,156 | -1.9% | 2.44% | +4.5% |
Q2 2017 | $3,648,000 | +29.6% | 39,920 | +24.6% | 2.33% | +34.6% |
Q1 2017 | $2,814,000 | +2.6% | 32,035 | +0.8% | 1.73% | +4.0% |
Q4 2016 | $2,744,000 | +44.1% | 31,795 | +11.2% | 1.67% | +47.0% |
Q3 2016 | $1,904,000 | +15.2% | 28,600 | +7.5% | 1.13% | +14.6% |
Q2 2016 | $1,653,000 | +16.2% | 26,605 | +10.8% | 0.99% | +6.2% |
Q1 2016 | $1,422,000 | -9.7% | 24,015 | +0.6% | 0.93% | -13.0% |
Q4 2015 | $1,575,000 | +11.9% | 23,860 | +3.3% | 1.07% | +9.2% |
Q3 2015 | $1,408,000 | -1.7% | 23,090 | +9.2% | 0.98% | +8.3% |
Q2 2015 | $1,432,000 | +12.5% | 21,138 | +0.6% | 0.90% | +16.6% |
Q1 2015 | $1,273,000 | -1.2% | 21,013 | +2.1% | 0.78% | +0.1% |
Q4 2014 | $1,288,000 | +3.6% | 20,578 | -0.3% | 0.78% | -5.5% |
Q3 2014 | $1,243,000 | +1.5% | 20,630 | -2.9% | 0.82% | +2.0% |
Q2 2014 | $1,225,000 | -8.9% | 21,255 | -4.0% | 0.80% | -13.4% |
Q1 2014 | $1,344,000 | +2.9% | 22,135 | -0.9% | 0.93% | -0.2% |
Q4 2013 | $1,306,000 | +11.7% | 22,335 | -1.2% | 0.93% | +5.1% |
Q3 2013 | $1,169,000 | +5.4% | 22,610 | +7.6% | 0.88% | +8.2% |
Q2 2013 | $1,109,000 | – | 21,010 | – | 0.82% | – |
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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% |