Cambridge Investment Research Advisors, 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
Cambridge Investment Research Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$92,292
+1.7%
636,409
+2.0%
0.43%
+4.1%
Q2 2023$90,780
+8.0%
624,173
-3.3%
0.41%
+0.5%
Q1 2023$84,072
-3.4%
645,170
-0.6%
0.41%
-8.8%
Q4 2022$87,073
-99.9%
649,315
-0.2%
0.45%
+18.0%
Q3 2022$68,018,000
-9.9%
650,887
-2.9%
0.38%
-5.9%
Q2 2022$75,478,000
-12.3%
670,262
+6.1%
0.41%
+3.0%
Q1 2022$86,111,000
-8.5%
631,685
+6.2%
0.40%
-6.2%
Q4 2021$94,160,000
+1.8%
594,634
+5.2%
0.42%
-7.9%
Q3 2021$92,488,000
+2.1%
565,016
-2.9%
0.46%
+5.5%
Q2 2021$90,546,000
+11.0%
582,137
+8.7%
0.43%
-2.3%
Q1 2021$81,556,000
+15.1%
535,740
-3.9%
0.44%
+7.0%
Q4 2020$70,858,000
+26.3%
557,633
-4.3%
0.41%
+9.5%
Q3 2020$56,081,000
+16.6%
582,538
+14.0%
0.38%
+4.4%
Q2 2020$48,083,000
+20.1%
511,195
+15.0%
0.36%
-5.7%
Q1 2020$40,026,000
-22.6%
444,581
+19.8%
0.38%
-4.0%
Q4 2019$51,740,000
+26.4%
371,159
+6.7%
0.40%
+11.4%
Q3 2019$40,941,000
+9.0%
347,873
+3.6%
0.36%
+4.1%
Q2 2019$37,553,000
+13.8%
335,891
+3.0%
0.34%
+9.2%
Q1 2019$33,002,000
+7.3%
326,007
+3.4%
0.32%
-7.1%
Q4 2018$30,766,000
-11.7%
315,162
+2.1%
0.34%
+2.1%
Q3 2018$34,845,000
+21.5%
308,797
+12.2%
0.33%
+9.9%
Q2 2018$28,673,000
-3.4%
275,172
+1.9%
0.30%
-9.6%
Q1 2018$29,682,000
+17.9%
269,911
+14.6%
0.34%
+13.2%
Q4 2017$25,176,000
+18.2%
235,422
+5.5%
0.30%
+3.5%
Q3 2017$21,306,000
+9.5%
223,074
+4.8%
0.29%0.0%
Q2 2017$19,458,000
+14.1%
212,892
+9.7%
0.29%
-1.7%
Q1 2017$17,047,000
+18.8%
194,067
+16.7%
0.29%
+8.2%
Q4 2016$14,350,000
+44.5%
166,294
+11.5%
0.27%
+46.2%
Q3 2016$9,934,000
+8.2%
149,181
+1.0%
0.18%
-5.2%
Q2 2016$9,177,000
+8.8%
147,690
+3.7%
0.19%
+1.6%
Q1 2016$8,434,000
-9.9%
142,411
+0.5%
0.19%
-14.0%
Q4 2015$9,359,000
+13.1%
141,737
+4.4%
0.22%
-6.3%
Q3 2015$8,275,000
-10.6%
135,728
-0.6%
0.24%
-7.4%
Q2 2015$9,252,000
+19.0%
136,541
+6.3%
0.26%
+15.8%
Q1 2015$7,778,000
-7.3%
128,395
-4.3%
0.22%
-15.0%
Q4 2014$8,393,000
+9.3%
134,118
+5.2%
0.26%
+15.0%
Q3 2014$7,681,000
+12.5%
127,508
+7.6%
0.23%
-5.0%
Q2 2014$6,829,000
-7.1%
118,520
-2.1%
0.24%
-14.4%
Q1 2014$7,349,000
+8.2%
121,050
+4.2%
0.28%0.0%
Q4 2013$6,793,000
+18.5%
116,161
+4.7%
0.28%
+10.8%
Q3 2013$5,733,000
+10.0%
110,906
+12.3%
0.25%
-5.3%
Q2 2013$5,214,00098,7660.26%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders