Summit Asset Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Summit Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$892,743
+4.8%
6,156
+5.1%
0.24%
+8.0%
Q2 2023$851,697
+7.4%
5,856
-3.8%
0.22%
+2.8%
Q1 2023$792,936
+5.9%
6,085
+9.0%
0.22%
+0.5%
Q4 2022$748,949
+33.7%
5,585
+4.3%
0.22%
+19.9%
Q3 2022$560,000
-5.1%
5,355
+2.2%
0.18%
-1.1%
Q2 2022$590,000
-15.8%
5,240
+1.9%
0.18%
-9.0%
Q1 2022$701,000
-11.4%
5,140
+2.9%
0.20%
-10.3%
Q4 2021$791,000
+10.0%
4,995
+13.8%
0.22%
-0.4%
Q3 2021$719,000
+7.5%
4,390
+2.0%
0.22%
+7.1%
Q2 2021$669,000
+4.5%
4,304
+2.4%
0.21%
-3.2%
Q1 2021$640,000
+44.1%
4,204
+20.4%
0.22%
+34.0%
Q4 2020$444,000
+37.0%
3,493
+3.7%
0.16%
+20.9%
Q3 2020$324,000
+7.3%
3,367
+4.9%
0.13%
-2.2%
Q2 2020$302,000
+15.7%
3,209
+10.9%
0.14%
-2.8%
Q1 2020$261,000
-18.9%
2,894
+25.4%
0.14%
+2.9%
Q4 2019$322,000
+17.5%
2,308
-0.9%
0.14%
+7.0%
Q3 2019$274,000
+5.4%
2,3280.0%0.13%
+4.1%
Q2 2019$260,000
+14.0%
2,328
+3.4%
0.12%
+9.8%
Q1 2019$228,000
+3.6%
2,2510.0%0.11%
-10.4%
Q4 2018$220,000
-14.4%
2,251
-1.1%
0.12%
+5.0%
Q3 2018$257,000
+8.4%
2,2760.0%0.12%
+5.3%
Q2 2018$237,000
-6.3%
2,276
-1.0%
0.11%
-6.6%
Q1 2018$253,000
+2.8%
2,3000.0%0.12%
+2.5%
Q4 2017$246,000
+13.4%
2,300
+1.1%
0.12%
+8.3%
Q3 2017$217,000
+4.3%
2,2750.0%0.11%
-0.9%
Q2 2017$208,000
+3.0%
2,275
-34.1%
0.11%
-31.2%
Q4 2013$202,0003,4500.16%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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