DFPG INVESTMENTS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
DFPG INVESTMENTS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,520,592
+2.9%
45,191
+10.0%
0.61%
+6.1%
Q2 2023$6,334,474
+40.6%
41,066
+18.8%
0.57%
+18.0%
Q1 2023$4,505,439
+38.2%
34,575
+48.1%
0.48%
-9.9%
Q4 2022$3,260,380
+49.2%
23,350
+30.6%
0.54%
-42.2%
Q3 2022$2,185,000
+12.8%
17,873
+3.2%
0.93%
+9.9%
Q2 2022$1,937,000
+3.5%
17,327
+18.9%
0.84%
+15.9%
Q1 2022$1,872,000
+0.2%
14,571
+15.1%
0.73%
-6.5%
Q4 2021$1,869,000
-21.1%
12,658
-12.7%
0.78%
-13.0%
Q3 2021$2,370,000
+3.9%
14,499
-1.1%
0.90%
+3.9%
Q2 2021$2,281,000
+7.3%
14,657
+5.9%
0.86%
-5.0%
Q1 2021$2,125,000
+15.2%
13,835
+2.0%
0.91%
+7.1%
Q4 2020$1,845,000
+28.8%
13,563
-5.5%
0.85%
+11.0%
Q3 2020$1,432,000
+20.9%
14,357
+11.9%
0.76%
+6.0%
Q2 2020$1,184,000
-10.6%
12,829
-12.0%
0.72%
-27.0%
Q1 2020$1,324,000
-22.3%
14,579
+17.1%
0.99%
-11.4%
Q4 2019$1,703,000
+27.6%
12,454
+4.3%
1.11%
+1.0%
Q3 2019$1,335,000
+131.0%
11,941
+134.1%
1.10%
+99.5%
Q2 2019$578,000
-27.8%
5,101
-32.7%
0.55%
-35.8%
Q1 2019$801,000
+4.0%
7,584
-3.9%
0.86%
-15.6%
Q4 2018$770,0007,8891.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
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