O'SHAUGHNESSY ASSET 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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$37,622,394
+23.2%
259,429
+23.5%
0.56%
+23.4%
Q2 2023$30,543,127
+21.8%
210,005
+9.1%
0.45%
+15.0%
Q1 2023$25,085,196
+8.8%
192,504
+12.0%
0.39%
+4.8%
Q4 2022$23,053,936
+40.1%
171,916
+9.2%
0.38%
+21.7%
Q3 2022$16,451,000
+0.5%
157,423
+8.3%
0.31%
+2.3%
Q2 2022$16,370,000
-16.9%
145,371
+0.6%
0.30%
-7.9%
Q1 2022$19,705,000
-7.5%
144,549
+7.4%
0.33%
-13.2%
Q4 2021$21,305,000
+10.0%
134,546
+13.8%
0.38%
-4.5%
Q3 2021$19,370,000
-36.7%
118,278
-39.9%
0.40%
-35.0%
Q2 2021$30,620,000
-26.7%
196,880
-28.2%
0.61%
-34.2%
Q1 2021$41,747,000
+19.3%
274,272
-0.4%
0.92%
-2.8%
Q4 2020$35,000,000
+49.6%
275,448
+13.4%
0.95%
+35.6%
Q3 2020$23,394,000
+4.5%
242,929
+2.0%
0.70%
+1.0%
Q2 2020$22,396,000
+64.0%
238,060
+57.0%
0.70%
+45.1%
Q1 2020$13,655,000
+448.0%
151,612
+747.1%
0.48%
+770.9%
Q4 2019$2,492,000
+106.8%
17,898
+74.8%
0.06%
+89.7%
Q3 2019$1,205,000
+21.8%
10,238
+15.3%
0.03%
+26.1%
Q2 2019$989,000
-63.9%
8,876
-67.4%
0.02%
-64.6%
Q1 2019$2,741,000
-70.8%
27,237
-71.7%
0.06%
-72.6%
Q4 2018$9,386,000
-56.8%
96,103
-50.2%
0.24%
-46.6%
Q3 2018$21,704,000
+5.3%
193,001
-2.6%
0.44%
+1.8%
Q2 2018$20,609,000
-1.7%
198,254
+4.0%
0.44%
-5.0%
Q1 2018$20,964,000
+7.3%
190,635
+4.4%
0.46%
+0.7%
Q4 2017$19,531,000
+108.5%
182,634
+86.2%
0.46%
+109.2%
Q3 2017$9,367,000
+41.2%
98,072
+35.1%
0.22%
+39.7%
Q2 2017$6,635,000
+34.3%
72,592
+29.0%
0.16%
+33.3%
Q1 2017$4,942,000
+1018.1%
56,266
+997.9%
0.12%
+1070.0%
Q4 2016$442,000
+6214.3%
5,125
+4475.9%
0.01%
Q3 2016$7,000
-46.2%
112
-47.7%
0.00%
Q1 2016$13,000
-50.0%
214
-46.1%
0.00%
-100.0%
Q4 2015$26,000
+271.4%
397
+251.3%
0.00%
Q3 2015$7,000
-22.2%
113
-19.3%
0.00%
Q2 2015$9,000
+28.6%
140
+25.0%
0.00%
Q1 2015$7,000
+133.3%
112
+160.5%
0.00%
Q4 2014$3,0000.0%430.0%0.00%
Q3 2014$3,0000.0%43
-14.0%
0.00%
Q2 2014$3,000
-76.9%
50
-76.6%
0.00%
Q1 2014$13,000
+8.3%
214
+8.1%
0.00%
Q4 2013$12,000
-29.4%
198
-40.9%
0.00%
Q3 2013$17,000
-46.9%
335
-45.3%
0.00%
-100.0%
Q2 2013$32,0006120.00%
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