Lee Financial Co - 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
Lee Financial Co ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$706,539
+0.8%
4,872
+1.1%
0.13%
+7.3%
Q2 2023$701,058
+7.7%
4,820
-3.5%
0.12%
+9.8%
Q1 2023$650,686
-1.1%
4,993
+1.8%
0.11%0.0%
Q4 2022$657,826
+28.5%
4,9050.0%0.11%
+16.7%
Q3 2022$512,000
+6.2%
4,905
+14.5%
0.10%
+9.1%
Q2 2022$482,000
-18.6%
4,282
-1.4%
0.09%
-17.0%
Q1 2022$592,000
-10.4%
4,343
+4.0%
0.11%
-14.5%
Q4 2021$661,000
+25.7%
4,174
+29.9%
0.12%
+13.8%
Q3 2021$526,000
+5.8%
3,213
+0.6%
0.11%
+3.8%
Q2 2021$497,000
+21.5%
3,195
+18.8%
0.10%
+8.2%
Q1 2021$409,000
+132.4%
2,689
+94.2%
0.10%
+110.9%
Q4 2020$176,000
+23.9%
1,385
-5.8%
0.05%
+15.0%
Q3 2020$142,000
-18.4%
1,471
-20.7%
0.04%
-16.7%
Q2 2020$174,000
+67.3%
1,855
+60.6%
0.05%
+37.1%
Q1 2020$104,000
-55.2%
1,155
-30.5%
0.04%
-30.0%
Q4 2019$232,000
+19.0%
1,6610.0%0.05%
+13.6%
Q3 2019$195,000
+4.8%
1,6610.0%0.04%
+4.8%
Q2 2019$186,000
+48.8%
1,661
+34.1%
0.04%
+44.8%
Q1 2019$125,000
+861.5%
1,239
+853.1%
0.03%
+866.7%
Q4 2018$13,000
-96.3%
130
-95.8%
0.00%
-96.6%
Q3 2018$353,000
-30.0%
3,130
-35.2%
0.09%
-26.9%
Q2 2018$504,000
-9.0%
4,831
-4.0%
0.12%
-15.6%
Q1 2018$554,000
+8.6%
5,030
+5.6%
0.14%
-4.7%
Q4 2017$510,000
-62.0%
4,765
-66.1%
0.15%
-65.8%
Q3 2017$1,342,000
+2.2%
14,049
-2.2%
0.43%
-10.4%
Q2 2017$1,313,000
+11.6%
14,364
+7.4%
0.48%
+3.0%
Q1 2017$1,176,000
-6.1%
13,378
-7.8%
0.47%
-33.1%
Q4 2016$1,252,00014,5050.70%
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