First Heartland Consultants, 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
First Heartland Consultants, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$880
-99.9%
6,066
+4.2%
0.11%
+0.9%
Q2 2023$846,477
+0.8%
5,820
-9.6%
0.11%
-12.7%
Q1 2023$839,369
-0.5%
6,441
+2.4%
0.13%
-7.4%
Q4 2022$843,954
+64.5%
6,293
+28.2%
0.14%
+209.1%
Q3 2022$513,000
-8.2%
4,910
-1.1%
0.04%
-50.0%
Q2 2022$559,000
-19.8%
4,965
-2.9%
0.09%
-18.5%
Q1 2022$697,000
+10.5%
5,115
+28.4%
0.11%
+350.0%
Q4 2021$631,000
-17.2%
3,985
-14.4%
0.02%
-79.3%
Q3 2021$762,000
+5.8%
4,653
+0.6%
0.12%
+6.4%
Q2 2021$720,000
+5.0%
4,627
+2.7%
0.11%0.0%
Q1 2021$686,000
+47.2%
4,504
+22.8%
0.11%
+41.6%
Q4 2020$466,000
+6.2%
3,667
-19.7%
0.08%
-7.2%
Q3 2020$439,000
-10.6%
4,565
-12.6%
0.08%
-14.4%
Q2 2020$491,000
+20.9%
5,221
+15.8%
0.10%
-7.6%
Q1 2020$406,000
-30.1%
4,507
+8.1%
0.10%
-7.9%
Q4 2019$581,000
+20.5%
4,169
+1.9%
0.11%
+10.7%
Q3 2019$482,000
+5.0%
4,093
-0.4%
0.10%
-6.4%
Q2 2019$459,000
+9.8%
4,109
-0.4%
0.11%
-6.0%
Q1 2019$418,000
+42.2%
4,124
+37.0%
0.12%
+6.4%
Q4 2018$294,000
-21.0%
3,011
-8.7%
0.11%
-5.2%
Q3 2018$372,000
-5.6%
3,298
-12.7%
0.12%
-16.5%
Q2 2018$394,000
-21.2%
3,778
-17.0%
0.14%
-7.3%
Q1 2018$500,000
+28.5%
4,550
+25.1%
0.15%
+28.2%
Q4 2017$389,000
-34.7%
3,638
-41.7%
0.12%
-19.3%
Q3 2017$596,000
-10.8%
6,244
-14.6%
0.14%
-16.2%
Q2 2017$668,000
+0.5%
7,314
-3.4%
0.17%
-7.0%
Q1 2017$665,000
-8.9%
7,571
-10.6%
0.19%
-16.2%
Q4 2016$730,000
-59.5%
8,464
-68.7%
0.22%
-57.6%
Q3 2016$1,802,000
+6.2%
27,056
-0.9%
0.52%
+181.2%
Q2 2016$1,697,000
+11.2%
27,306
+6.0%
0.19%
-67.9%
Q1 2016$1,526,000
-11.7%
25,767
-1.6%
0.58%
-11.6%
Q4 2015$1,729,000
+8.8%
26,189
+0.5%
0.66%
-1.2%
Q3 2015$1,589,000
-9.9%
26,070
+0.2%
0.66%
+38.3%
Q2 2015$1,763,000
+12.1%
26,023
+0.2%
0.48%
-20.0%
Q1 2015$1,573,000
-39.2%
25,962
-37.2%
0.60%
-43.9%
Q4 2014$2,588,000
+5.0%
41,358
+1.1%
1.07%
-1.4%
Q3 2014$2,465,000
+2.8%
40,914
-1.7%
1.08%
+0.1%
Q2 2014$2,398,000
-10.1%
41,625
-5.2%
1.08%
-17.4%
Q1 2014$2,666,000
+4.3%
43,911
+0.4%
1.31%
-8.8%
Q4 2013$2,557,000
+3.4%
43,725
-8.1%
1.44%
-3.7%
Q3 2013$2,472,000
+1.5%
47,568
+3.1%
1.49%
+5.7%
Q2 2013$2,435,00046,1201.41%
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