B. Riley Wealth Advisors, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,431 filers reported holding JPMORGAN CHASE & CO in Q2 2018. The put-call ratio across all filers is 1.34 and the average weighting 1.2%.

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
B. Riley Wealth Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$23,633,494
+2.1%
162,967
+2.4%
0.64%
+23.1%
Q2 2023$23,143,937
+6.7%
159,130
-4.4%
0.52%
-10.2%
Q1 2023$21,686,609
+2.5%
166,424
+5.5%
0.58%
-2.5%
Q4 2022$21,162,040
+40.8%
157,808
+9.8%
0.59%
+30.6%
Q3 2022$15,028,000
+24.0%
143,788
+33.7%
0.45%
-11.0%
Q2 2022$12,115,000
-24.0%
107,570
-8.0%
0.51%
-2.3%
Q1 2022$15,947,000
-5.8%
116,955
+9.4%
0.52%
+7.0%
Q4 2021$16,923,000
-5.3%
106,865
-2.3%
0.49%
-14.2%
Q3 2021$17,878,000
+16.6%
109,387
+10.9%
0.57%
+14.3%
Q2 2021$15,336,000
-0.3%
98,662
-2.8%
0.50%
-8.5%
Q1 2021$15,377,000
+85.8%
101,492
+55.9%
0.54%
+22.8%
Q4 2020$8,274,000
+3.1%
65,096
-22.3%
0.44%
+3.5%
Q3 2020$8,022,000
+18.3%
83,748
+16.2%
0.43%
-5.5%
Q2 2020$6,780,000
+10.1%
72,049
+5.4%
0.45%
-13.7%
Q1 2020$6,157,000
-38.4%
68,379
-4.7%
0.52%
-38.3%
Q4 2019$10,000,000
+29.4%
71,739
+9.3%
0.85%
+11.8%
Q3 2019$7,725,000
+5.2%
65,620
-0.2%
0.76%
-5.5%
Q2 2019$7,343,000
+14.6%
65,721
+3.8%
0.80%
+0.6%
Q1 2019$6,408,000
+12.6%
63,308
+8.7%
0.80%
-1.2%
Q4 2018$5,689,000
-9.8%
58,259
+4.2%
0.81%
+7.9%
Q3 2018$6,308,000
+9.1%
55,890
+0.7%
0.75%
-1.7%
Q2 2018$5,783,000
-4.5%
55,479
+0.8%
0.76%
-9.9%
Q1 2018$6,055,000
-9.4%
55,029
-11.9%
0.85%
-6.1%
Q4 2017$6,685,000
+18.5%
62,489
+5.8%
0.90%
-3.7%
Q3 2017$5,643,000
+13.6%
59,053
+8.7%
0.94%
+4.1%
Q2 2017$4,966,000
+18.6%
54,312
+14.0%
0.90%
+7.9%
Q1 2017$4,186,000
+0.9%
47,637
-0.8%
0.84%
-0.9%
Q4 2016$4,147,000
+64.2%
48,038
-0.0%
0.84%
+70.3%
Q3 2016$2,525,000
+4.5%
48,061
-1.0%
0.50%
+2.3%
Q2 2016$2,417,000
+2.5%
48,546
-1.0%
0.48%
-11.2%
Q1 2016$2,358,000
-20.7%
49,055
+9.0%
0.54%
-9.5%
Q4 2015$2,974,000
+10.0%
45,009
+1.6%
0.60%
-7.4%
Q3 2015$2,704,000
+10.8%
44,315
+23.2%
0.65%
+7.3%
Q2 2015$2,440,000
+12.8%
35,956
+0.6%
0.61%
+15.0%
Q1 2015$2,164,000
-90.7%
35,728
-43.4%
0.53%
+6.5%
Q4 2014$23,164,000
+549.9%
63,172
+6.8%
0.50%
-8.7%
Q3 2014$3,564,000
-99.8%
59,160
-1.3%
0.54%
+28.4%
Q2 2014$1,796,670,000
+93720.9%
59,920
+90.0%
0.42%
-27.1%
Q1 2014$1,915,000
+12.3%
31,541
+8.1%
0.58%
+6.2%
Q4 2013$1,706,000
+2.4%
29,168
-9.5%
0.54%
-4.4%
Q3 2013$1,666,000
+16.7%
32,227
+19.2%
0.57%
+17.8%
Q2 2013$1,427,00027,0350.48%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2018
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