Thomas J. Herzfeld Advisors, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.

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
Thomas J. Herzfeld Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,846
-1.2%
61
-1.6%
0.00%
-25.0%
Q2 2023$8,953
-18.2%
62
-26.2%
0.00%0.0%
Q1 2023$10,946
-2.8%
840.0%0.00%
-20.0%
Q4 2022$11,264
+25.2%
840.0%0.01%
+25.0%
Q3 2022$9,000
-43.8%
84
-40.0%
0.00%
-42.9%
Q2 2022$16,000
-40.7%
140
-30.0%
0.01%
-30.0%
Q1 2022$27,000
-18.2%
200
-4.3%
0.01%
-16.7%
Q4 2021$33,000
-2.9%
2090.0%0.01%
-20.0%
Q3 2021$34,0000.0%209
-5.4%
0.02%
+7.1%
Q2 2021$34,000
+17.2%
221
+15.7%
0.01%
+7.7%
Q1 2021$29,000
+20.8%
191
+1.6%
0.01%
+18.2%
Q4 2020$24,000
+33.3%
1880.0%0.01%
-8.3%
Q3 2020$18,0000.0%188
+1.1%
0.01%
+33.3%
Q2 2020$18,000
+38.5%
186
+26.5%
0.01%
+28.6%
Q1 2020$13,000
-35.0%
1470.0%0.01%0.0%
Q4 2019$20,000
+42.9%
147
+26.7%
0.01%
+40.0%
Q3 2019$14,0000.0%116
-4.1%
0.01%0.0%
Q2 2019$14,000
+27.3%
121
+14.2%
0.01%
+25.0%
Q1 2019$11,000
+10.0%
1060.0%0.00%0.0%
Q4 2018$10,000
-9.1%
106
+8.2%
0.00%0.0%
Q3 2018$11,000
+10.0%
980.0%0.00%0.0%
Q2 2018$10,000
-9.1%
980.0%0.00%0.0%
Q1 2018$11,000
-8.3%
98
-10.9%
0.00%0.0%
Q4 2017$12,000
-84.8%
110
-86.7%
0.00%
-88.6%
Q3 2017$79,000
+5.3%
824
+0.5%
0.04%
+6.1%
Q2 2017$75,000
-34.8%
820
-37.2%
0.03%
-35.3%
Q1 2017$115,000
-8.0%
1,306
-10.2%
0.05%
-12.1%
Q4 2016$125,000
+28.9%
1,454
+0.3%
0.06%
+11.5%
Q3 2016$97,000
+7.8%
1,450
+0.3%
0.05%
+8.3%
Q2 2016$90,000
+100.0%
1,445
+90.4%
0.05%
+108.7%
Q1 2016$45,000
+15.4%
759
+18.8%
0.02%
+35.3%
Q3 2015$39,000
+77.3%
639
+97.8%
0.02%
+88.9%
Q2 2015$22,000
+10.0%
3230.0%0.01%0.0%
Q1 2015$20,000
+81.8%
323
+90.0%
0.01%
+50.0%
Q4 2014$11,0001700.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders