Accuvest Global Advisors - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Accuvest Global Advisors ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,523,000
+8.6%
10,505
+8.9%
0.84%
+16.1%
Q2 2023$1,403,000
-17.6%
9,650
-26.2%
0.72%
-6.6%
Q1 2023$1,703,000
-41.2%
13,071
-39.4%
0.77%
-19.8%
Q4 2022$2,895,000
+149.4%
21,586
+94.3%
0.96%
+20.9%
Q3 2022$1,161,000
+3.1%
11,112
+11.1%
0.79%
+9.5%
Q2 2022$1,126,000
+61.8%
10,003
+95.8%
0.72%
+107.7%
Q1 2022$696,000
+3.9%
5,109
+20.7%
0.35%
+18.7%
Q4 2021$670,000
+32.1%
4,234
+38.7%
0.29%
+22.5%
Q3 2021$507,000
+34.1%
3,053
+25.5%
0.24%
+26.3%
Q2 2021$378,000
-8.7%
2,432
-10.5%
0.19%
-14.4%
Q1 2021$414,000
+375.9%
2,718
+297.4%
0.22%
-15.9%
Q4 2020$87,000
-71.9%
684
-78.8%
0.26%
-74.0%
Q3 2020$310,000
-56.8%
3,220
-57.8%
1.02%
-46.1%
Q2 2020$717,000
-0.6%
7,628
-4.7%
1.89%
-17.1%
Q1 2020$721,000
+5446.2%
8,008
+8241.7%
2.28%
+8329.6%
Q4 2019$13,000
-97.3%
96
-97.8%
0.03%
-84.9%
Q3 2018$482,000
+6.9%
4,274
-41.2%
0.18%
-34.9%
Q2 2016$451,000
-19.3%
7,264
-23.0%
0.28%
+1.5%
Q1 2016$559,000
-10.3%
9,4340.0%0.27%
+0.4%
Q4 2015$623,000
+8.3%
9,4340.0%0.27%
+2.7%
Q3 2015$575,000
-62.4%
9,434
-60.9%
0.26%
-9.3%
Q2 2015$1,529,000
+71.8%
24,133
+64.2%
0.29%
-15.5%
Q1 2015$890,000
-51.6%
14,699
-50.0%
0.34%
-12.9%
Q4 2014$1,840,000
+532.3%
29,398
+509.3%
0.39%
+310.4%
Q3 2014$291,000
-22.8%
4,825
-26.2%
0.10%
-17.2%
Q2 2014$377,000
+83.9%
6,540
+93.5%
0.12%
+118.9%
Q1 2014$205,0003,3800.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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