Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,435,667
-8.1%
16,795
-7.8%
0.10%
-11.2%
Q2 2023$2,649,355
+35.1%
18,216
+21.0%
0.11%
+25.9%
Q1 2023$1,961,303
-7.2%
15,051
-4.5%
0.08%
-15.0%
Q4 2022$2,113,437
+29.3%
15,760
+0.8%
0.10%
+16.3%
Q3 2022$1,634,000
-17.0%
15,637
-10.6%
0.09%
-16.5%
Q2 2022$1,969,000
+39.0%
17,489
+68.2%
0.10%
+45.1%
Q1 2022$1,417,000
-30.1%
10,398
-18.8%
0.07%
-29.7%
Q4 2021$2,028,000
+28.8%
12,805
+33.2%
0.10%
+12.2%
Q3 2021$1,574,000
+7.4%
9,616
+2.1%
0.09%
+1.1%
Q2 2021$1,465,000
+38.1%
9,416
+35.1%
0.09%
+4.7%
Q1 2021$1,061,000
+58.6%
6,972
+32.4%
0.08%
+66.7%
Q4 2020$669,000
-81.1%
5,264
-85.7%
0.05%
-83.2%
Q3 2020$3,545,000
+400.0%
36,824
+388.3%
0.30%
+359.1%
Q2 2020$709,000
-0.8%
7,542
-5.0%
0.07%
-15.4%
Q1 2020$715,000
-39.9%
7,943
-7.0%
0.08%
-40.5%
Q4 2019$1,190,000
+42.5%
8,540
+20.3%
0.13%
+29.7%
Q3 2019$835,000
-7.3%
7,097
-12.0%
0.10%
-13.7%
Q2 2019$901,000
+6.1%
8,063
-3.9%
0.12%
-5.6%
Q1 2019$849,000
+19.6%
8,391
+15.4%
0.12%
+2.5%
Q4 2018$710,000
-1.7%
7,269
+13.6%
0.12%
-5.5%
Q3 2018$722,000
+12.8%
6,398
+4.2%
0.13%
+6.7%
Q2 2018$640,000
-0.9%
6,141
+4.5%
0.12%
-6.2%
Q1 2018$646,000
+30.0%
5,875
+26.3%
0.13%
+19.6%
Q4 2017$497,000
+43.6%
4,652
+28.5%
0.11%
+33.8%
Q3 2017$346,000
+8.5%
3,621
+3.9%
0.08%
+2.6%
Q2 2017$319,000
+30.2%
3,485
+25.0%
0.08%
+27.9%
Q1 2017$245,000
+3.8%
2,789
+1.9%
0.06%
+5.2%
Q4 2016$236,0002,7370.06%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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