Valmark Advisers, 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
Valmark Advisers, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,067,989
+4.4%
28,051
+4.7%
0.08%
+6.3%
Q2 2023$3,896,562
+8.7%
26,792
-2.6%
0.08%
+2.6%
Q1 2023$3,585,020
+1.9%
27,511
+4.8%
0.08%
-4.9%
Q4 2022$3,519,517
+35.3%
26,245
+5.4%
0.08%
+55.8%
Q3 2022$2,601,000
-7.6%
24,893
-0.4%
0.05%
-5.5%
Q2 2022$2,815,000
-19.6%
24,998
-2.7%
0.06%
-11.3%
Q1 2022$3,502,000
-8.6%
25,690
+6.2%
0.06%
-6.1%
Q4 2021$3,831,000
+4.1%
24,190
+7.6%
0.07%
-1.5%
Q3 2021$3,681,000
+5.5%
22,489
+0.2%
0.07%
+4.7%
Q2 2021$3,490,000
+4.4%
22,441
+2.2%
0.06%0.0%
Q1 2021$3,344,000
+36.9%
21,965
+14.3%
0.06%
+28.0%
Q4 2020$2,442,000
+369.6%
19,219
+256.2%
0.05%
+316.7%
Q3 2020$520,000
+12.1%
5,396
+9.3%
0.01%
+9.1%
Q2 2020$464,000
+2.9%
4,936
-1.4%
0.01%
-8.3%
Q1 2020$451,000
-37.0%
5,005
-2.6%
0.01%
-25.0%
Q4 2019$716,000
+3.8%
5,137
-12.4%
0.02%
+6.7%
Q3 2019$690,000
+38.8%
5,867
+32.1%
0.02%
+36.4%
Q2 2019$497,000
-4.8%
4,441
-13.9%
0.01%
-8.3%
Q1 2019$522,000
+3.0%
5,158
-0.7%
0.01%0.0%
Q4 2018$507,000
+21.6%
5,195
+40.6%
0.01%
+33.3%
Q3 2018$417,000
+7.5%
3,696
-0.7%
0.01%0.0%
Q2 2018$388,000
+25.6%
3,721
+32.6%
0.01%
+28.6%
Q1 2018$309,000
-3.1%
2,806
-5.8%
0.01%0.0%
Q4 2017$319,0002,9800.01%
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