Palisades Hudson Asset Management, L.P. - 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
Palisades Hudson Asset Management, L.P. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2022$248,000
-43.9%
1,821
-34.9%
0.12%
-38.6%
Q4 2021$442,000
-1.6%
2,796
+1.9%
0.19%
-7.8%
Q3 2021$449,000
+53.8%
2,744
+46.2%
0.20%
+57.7%
Q2 2021$292,000
+2.1%
1,8770.0%0.13%
-4.4%
Q1 2021$286,000
+31.8%
1,877
+9.7%
0.14%
+21.4%
Q4 2020$217,000
-27.4%
1,711
-20.2%
0.11%
-41.4%
Q4 2019$299,000
+22.5%
2,144
+3.3%
0.19%
+12.4%
Q3 2019$244,000
+5.2%
2,0750.0%0.17%
+5.6%
Q2 2019$232,000
+10.5%
2,0750.0%0.16%
+18.4%
Q1 2019$210,000
-43.2%
2,075
-45.2%
0.14%
-37.0%
Q4 2018$370,000
-13.3%
3,7860.0%0.22%
-1.8%
Q3 2018$427,000
+1.7%
3,786
-6.1%
0.22%
-2.7%
Q2 2018$420,000
+1.7%
4,032
+7.4%
0.23%
+0.4%
Q1 2018$413,000
+3.0%
3,7540.0%0.22%
+1.8%
Q4 2017$401,000
-4.8%
3,754
-14.8%
0.22%
-7.5%
Q3 2017$421,000
+6.3%
4,407
+1.7%
0.24%
+3.0%
Q2 2017$396,000
+3.9%
4,3330.0%0.23%
-4.1%
Q1 2017$381,000
-20.5%
4,333
-21.9%
0.24%
-17.4%
Q4 2016$479,000
+39.7%
5,546
+7.8%
0.29%
+11.8%
Q3 2016$343,000
+7.2%
5,1450.0%0.26%
+0.4%
Q2 2016$320,000
+0.3%
5,145
-4.6%
0.26%
+4.0%
Q1 2016$319,000
+51.9%
5,395
+70.0%
0.25%
+41.8%
Q4 2015$210,000
-37.9%
3,174
-36.4%
0.18%
-39.4%
Q2 2015$338,000
+68.2%
4,994
+50.5%
0.29%
+87.2%
Q1 2015$201,000
-3.4%
3,3190.0%0.16%
-4.3%
Q4 2014$208,0003,3190.16%
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