TIEDEMANN ADVISORS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,586 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.12 and the average weighting 1.1%.

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
TIEDEMANN ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,556,964
+33.7%
31,423
+34.1%
0.20%
+34.5%
Q2 2023$3,409,114
+12.8%
23,440
+1.0%
0.14%
+5.8%
Q1 2023$3,023,512
+0.6%
23,202
+3.6%
0.14%
-4.9%
Q4 2022$3,004,645
+28.4%
22,4060.0%0.14%
+1.4%
Q3 2022$2,340,000
-9.9%
22,406
-2.8%
0.14%
-27.2%
Q2 2022$2,596,000
-27.9%
23,043
-12.8%
0.20%
+6.6%
Q1 2022$3,602,000
-12.6%
26,417
+1.5%
0.18%
-9.0%
Q4 2021$4,122,000
-3.3%
26,037
-0.0%
0.20%
-11.5%
Q3 2021$4,264,000
-13.7%
26,038
-18.0%
0.23%
+14.6%
Q2 2021$4,939,000
+1.1%
31,742
-1.0%
0.20%
-7.5%
Q1 2021$4,883,000
+12.1%
32,076
-6.4%
0.21%
+1.4%
Q4 2020$4,357,000
+15.5%
34,285
-12.5%
0.21%
+15.9%
Q3 2020$3,772,000
+2.7%
39,178
+0.3%
0.18%
-6.7%
Q2 2020$3,672,000
+1.2%
39,058
-3.1%
0.20%
-17.0%
Q1 2020$3,630,000
-39.9%
40,319
-7.0%
0.24%
-19.0%
Q4 2019$6,040,000
-9.5%
43,352
-23.6%
0.29%
-9.4%
Q3 2019$6,674,000
+167.8%
56,715
+154.4%
0.32%
+156.0%
Q2 2019$2,492,000
-70.4%
22,293
-73.2%
0.12%
-68.5%
Q1 2019$8,430,000
+2.5%
83,288
-1.2%
0.40%
-5.7%
Q4 2018$8,227,000
+113.0%
84,290
+146.3%
0.42%
+83.8%
Q3 2018$3,863,000
+9.3%
34,227
+0.9%
0.23%
+1.3%
Q2 2018$3,533,000
+24.7%
33,906
+31.8%
0.23%
+16.5%
Q1 2018$2,833,000
+95.9%
25,732
+90.0%
0.19%
+74.8%
Q4 2017$1,446,000
-37.5%
13,540
-52.2%
0.11%
-46.6%
Q3 2017$2,314,000
-64.3%
28,352
-60.0%
0.21%
-55.8%
Q2 2017$6,479,000
+24.9%
70,889
+20.1%
0.47%
+8.3%
Q1 2017$5,187,000
+56.9%
59,049
+54.1%
0.44%
+32.2%
Q4 2016$3,306,000
+133.6%
38,309
+86.1%
0.33%
+11.9%
Q3 2016$1,415,00020,5800.29%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2019
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