Sterneck Capital Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.9%.

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
Sterneck Capital Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$864,673
-7.7%
5,962
-7.4%
0.58%
+0.7%
Q2 2023$936,480
+11.6%
6,439
+0.0%
0.57%
+8.5%
Q1 2023$838,988
-2.8%
6,4380.0%0.53%
-7.7%
Q4 2022$863,314
+28.3%
6,438
+0.0%
0.57%
+20.4%
Q3 2022$673,000
-6.9%
6,437
+0.2%
0.48%
-1.7%
Q2 2022$723,000
-12.5%
6,424
+6.0%
0.48%
-2.4%
Q1 2022$826,000
-19.3%
6,063
-6.2%
0.50%
-18.0%
Q4 2021$1,023,000
-3.3%
6,4620.0%0.60%
-10.2%
Q3 2021$1,058,000
+8.0%
6,4620.0%0.67%
+11.2%
Q2 2021$980,000
-5.5%
6,462
-5.1%
0.61%
-16.3%
Q1 2021$1,037,000
+15.1%
6,811
-3.9%
0.72%
+7.1%
Q4 2020$901,000
+32.1%
7,0870.0%0.68%
+17.4%
Q3 2020$682,000
+1.9%
7,087
-0.3%
0.58%
-8.6%
Q2 2020$669,000
+5.9%
7,110
+1.3%
0.63%
-1.1%
Q1 2020$632,000
-35.3%
7,019
+0.1%
0.64%
-18.1%
Q4 2019$977,000
+10.4%
7,012
-6.7%
0.78%
-3.7%
Q3 2019$885,000
+0.8%
7,516
-4.3%
0.81%
+6.2%
Q2 2019$878,000
+11.1%
7,856
+0.7%
0.76%
+10.1%
Q1 2019$790,000
+11.9%
7,805
+8.0%
0.69%
+0.6%
Q4 2018$706,000
-42.8%
7,230
-33.9%
0.69%
-22.7%
Q3 2018$1,234,000
+3.2%
10,937
-4.7%
0.89%
+7.4%
Q2 2018$1,196,000
-28.6%
11,482
-24.7%
0.83%
-16.0%
Q1 2018$1,676,000
-40.7%
15,239
-42.3%
0.99%
-41.7%
Q4 2017$2,825,000
-5.2%
26,417
-15.3%
1.69%
-1.1%
Q3 2017$2,980,000
+1.9%
31,200
-2.5%
1.71%
-2.2%
Q2 2017$2,924,000
+2.0%
31,993
-2.0%
1.75%
+2.6%
Q1 2017$2,868,000
-7.3%
32,653
-8.9%
1.70%
-14.3%
Q4 2016$3,094,000
+20.5%
35,855
-7.0%
1.99%
+16.5%
Q3 2016$2,567,000
-32.9%
38,542
-37.4%
1.71%
-32.9%
Q2 2016$3,826,000
+9.0%
61,569
+3.9%
2.54%
+3.1%
Q1 2016$3,510,000
+21.0%
59,264
+34.9%
2.47%
+33.6%
Q4 2015$2,901,000
+33.7%
43,938
+23.5%
1.85%
+29.6%
Q3 2015$2,169,000
-4.4%
35,568
+6.2%
1.42%
+14.3%
Q2 2015$2,269,000
-41.7%
33,492
-47.9%
1.25%
-40.5%
Q1 2015$3,893,000
-3.1%
64,255
+0.1%
2.10%
-12.0%
Q4 2014$4,016,000
+9.3%
64,170
+5.2%
2.38%
+8.0%
Q3 2014$3,673,000
+4.0%
60,970
-0.5%
2.20%
+7.0%
Q2 2014$3,531,000
-11.4%
61,289
-6.7%
2.06%
-4.7%
Q1 2014$3,987,000
-12.1%
65,676
-15.3%
2.16%
-21.3%
Q4 2013$4,536,000
+10.1%
77,561
-2.7%
2.75%
+5.3%
Q3 2013$4,121,000
+16.2%
79,731
+18.7%
2.61%
+16.6%
Q2 2013$3,547,00067,1952.24%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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