Sonora Investment Management, LLC - 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
Sonora Investment Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2021$12,916,000
+9.3%
78,904
+3.9%
1.62%
+4.8%
Q2 2021$11,815,000
+7.6%
75,962
+5.4%
1.54%
+78.8%
Q1 2021$10,976,000
+27.4%
72,103
+6.3%
0.86%
+20.8%
Q4 2020$8,615,000
+78.9%
67,800
+35.5%
0.72%
+60.3%
Q3 2020$4,816,000
+154.1%
50,031
+148.4%
0.45%
+129.9%
Q2 2020$1,895,000
+135.7%
20,142
+125.4%
0.19%
+104.2%
Q1 2020$804,000
-20.0%
8,935
+23.9%
0.10%0.0%
Q4 2019$1,005,000
-6.4%
7,213
-21.0%
0.10%
-15.2%
Q3 2019$1,074,000
+53.4%
9,127
+45.8%
0.11%
+43.6%
Q2 2019$700,000
+26.8%
6,262
+14.8%
0.08%
+14.7%
Q1 2019$552,000
+1.5%
5,454
-2.2%
0.07%
-13.9%
Q4 2018$544,000
+11.0%
5,578
+28.5%
0.08%
+16.2%
Q3 2018$490,000
+7.7%
4,341
-0.6%
0.07%
-2.9%
Q2 2018$455,000
-100.0%
4,367
-51.3%
0.07%
-55.4%
Q1 2018$985,172,000
+20.9%
8,959
+17.6%
0.16%
+19.8%
Q4 2017$814,621,000
+15.2%
7,618
+2.9%
0.13%
+6.5%
Q3 2017$707,113,000
+8.4%
7,404
+3.7%
0.12%0.0%
Q2 2017$652,281,000
+4.1%
7,1370.0%0.12%
+0.8%
Q1 2017$626,875,000
+1.8%
7,1370.0%0.12%
-3.9%
Q4 2016$615,813,000
+35.6%
7,137
+4.6%
0.13%
+33.7%
Q3 2016$454,113,000
+30.8%
6,820
+22.0%
0.10%
+18.8%
Q2 2016$347,300,000
-6.5%
5,588
-4.3%
0.08%
-10.1%
Q1 2016$371,538,000
+106663.8%
5,842
+10.8%
0.09%
-2.2%
Q4 2015$348,000
-3.1%
5,274
-9.5%
0.09%
-16.5%
Q3 2015$359,0005,8290.11%
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