JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,731,823 | -4.3% | 18,838 | -4.1% | 0.43% | -2.1% |
Q2 2023 | $2,855,930 | +9.4% | 19,636 | -2.0% | 0.44% | +7.6% |
Q1 2023 | $2,610,147 | -4.0% | 20,030 | -1.3% | 0.41% | -9.1% |
Q4 2022 | $2,720,097 | +29.0% | 20,284 | +0.6% | 0.45% | +10.0% |
Q3 2022 | $2,108,000 | -7.1% | 20,168 | +0.1% | 0.41% | +6.2% |
Q2 2022 | $2,268,000 | -17.4% | 20,141 | +0.0% | 0.38% | -2.8% |
Q1 2022 | $2,745,000 | +22.4% | 20,135 | +42.1% | 0.40% | +25.4% |
Q4 2021 | $2,243,000 | -0.8% | 14,167 | +2.6% | 0.32% | -7.4% |
Q3 2021 | $2,261,000 | +4.5% | 13,811 | -0.7% | 0.34% | +6.2% |
Q2 2021 | $2,163,000 | +0.5% | 13,905 | -1.6% | 0.32% | -5.0% |
Q1 2021 | $2,152,000 | +17.4% | 14,134 | -2.0% | 0.34% | +12.3% |
Q4 2020 | $1,833,000 | +34.5% | 14,428 | +1.9% | 0.30% | +17.6% |
Q3 2020 | $1,363,000 | -10.3% | 14,155 | -12.4% | 0.26% | -17.5% |
Q2 2020 | $1,520,000 | +1.8% | 16,159 | -2.6% | 0.31% | -15.8% |
Q1 2020 | $1,493,000 | -35.1% | 16,582 | +0.5% | 0.37% | -21.7% |
Q4 2019 | $2,299,000 | +15.2% | 16,492 | -2.8% | 0.47% | +6.6% |
Q3 2019 | $1,996,000 | +4.4% | 16,961 | -0.8% | 0.44% | +4.8% |
Q2 2019 | $1,911,000 | +9.3% | 17,090 | -1.0% | 0.42% | +3.7% |
Q1 2019 | $1,748,000 | +2.2% | 17,269 | -1.5% | 0.40% | -11.4% |
Q4 2018 | $1,711,000 | -14.4% | 17,531 | -1.0% | 0.46% | +2.5% |
Q3 2018 | $1,998,000 | +7.9% | 17,709 | -0.4% | 0.45% | +0.7% |
Q2 2018 | $1,852,000 | -21.5% | 17,773 | -17.2% | 0.44% | -23.9% |
Q1 2018 | $2,360,000 | +0.1% | 21,463 | -2.6% | 0.58% | +0.2% |
Q4 2017 | $2,357,000 | +9.7% | 22,037 | -2.0% | 0.58% | -0.7% |
Q3 2017 | $2,148,000 | +4.5% | 22,486 | -0.0% | 0.58% | -2.3% |
Q2 2017 | $2,056,000 | -3.1% | 22,496 | -6.8% | 0.60% | -7.1% |
Q1 2017 | $2,121,000 | -0.4% | 24,145 | -2.2% | 0.64% | -5.3% |
Q4 2016 | $2,130,000 | +28.0% | 24,685 | -1.2% | 0.68% | +23.4% |
Q3 2016 | $1,664,000 | +5.4% | 24,984 | -1.6% | 0.55% | +1.5% |
Q2 2016 | $1,578,000 | +12.2% | 25,394 | +6.9% | 0.54% | +9.5% |
Q1 2016 | $1,406,000 | -12.2% | 23,744 | -2.1% | 0.50% | -15.5% |
Q4 2015 | $1,601,000 | +8.8% | 24,244 | +0.4% | 0.59% | +1.0% |
Q3 2015 | $1,472,000 | +17.7% | 24,142 | +30.7% | 0.58% | +24.9% |
Q2 2015 | $1,251,000 | +3.6% | 18,467 | -7.3% | 0.47% | +3.8% |
Q1 2015 | $1,207,000 | -9.1% | 19,917 | -6.1% | 0.45% | -8.6% |
Q4 2014 | $1,328,000 | +22.3% | 21,217 | +17.7% | 0.49% | +10.3% |
Q3 2014 | $1,086,000 | +4.6% | 18,022 | 0.0% | 0.44% | +2.3% |
Q2 2014 | $1,038,000 | -10.1% | 18,022 | -5.2% | 0.44% | -13.9% |
Q1 2014 | $1,154,000 | -5.2% | 19,012 | -8.6% | 0.50% | -5.6% |
Q4 2013 | $1,217,000 | +14.3% | 20,802 | +1.0% | 0.54% | +1.9% |
Q3 2013 | $1,065,000 | -11.8% | 20,602 | -9.9% | 0.52% | -17.7% |
Q2 2013 | $1,207,000 | – | 22,870 | – | 0.64% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rempart Asset Management Inc. | 130,612 | $22,217,101 | 4.59% |
Founders Capital Management | 36,868 | $6,271,196 | 4.56% |
McBroom & Associates, LLC | 34,998 | $5,953,160 | 4.34% |
Martin Capital Partners, LLC | 54,899 | $9,338 | 3.81% |
PARK NATIONAL CORP /OH/ | 460,753 | $78,374,086 | 3.21% |
CANANDAIGUA NATIONAL BANK & TRUST CO | 106,985 | $18,198,149 | 2.81% |
Somerset Trust Co | 37,688 | $6,410,729 | 2.81% |
TRUST CO OF TOLEDO NA /OH/ | 93,166 | $15,847,536 | 2.73% |
Compass Wealth Management LLC | 53,479 | $9,096,780 | 2.54% |
CHEMUNG CANAL TRUST CO | 70,778 | $12,039,358 | 2.49% |