PATTON ALBERTSON MILLER GROUP, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
PATTON ALBERTSON MILLER GROUP, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,077,922
+0.3%
41,911
+0.6%
1.19%
+1.8%
Q2 2023$6,060,037
+10.8%
41,667
-0.7%
1.17%
+16.9%
Q1 2023$5,468,582
+2.9%
41,966
+5.9%
1.00%
+2.7%
Q4 2022$5,314,207
+20.6%
39,629
-6.0%
0.98%
+3.1%
Q3 2022$4,407,000
-0.1%
42,173
+7.6%
0.95%
+5.1%
Q2 2022$4,413,000
-17.0%
39,187
+0.5%
0.90%
-1.3%
Q1 2022$5,314,000
-11.4%
38,981
+3.0%
0.91%
-5.9%
Q4 2021$5,995,000
+4.3%
37,862
+7.8%
0.97%
-11.7%
Q3 2021$5,749,000
+51.8%
35,124
+44.2%
1.10%
+27.5%
Q2 2021$3,787,000
+8.5%
24,350
+6.2%
0.86%
+2.1%
Q1 2021$3,491,000
+6.0%
22,931
+0.7%
0.84%
+7.9%
Q4 2020$3,294,000
+78.0%
22,770
+18.4%
0.78%
+49.2%
Q3 2020$1,851,000
+4.5%
19,231
+2.1%
0.52%
+1.7%
Q2 2020$1,772,000
+20.2%
18,841
+15.1%
0.52%
+3.4%
Q1 2020$1,474,000
-31.2%
16,376
+6.6%
0.50%
-11.4%
Q4 2019$2,142,000
+20.9%
15,365
+2.0%
0.56%
+12.0%
Q3 2019$1,772,000
+7.1%
15,057
-0.1%
0.50%
+5.0%
Q2 2019$1,654,000
+40.1%
15,069
+29.1%
0.48%
-20.2%
Q1 2019$1,181,000
+24.6%
11,670
+24.2%
0.60%
+18.4%
Q4 2018$948,000
-4.0%
9,393
-1.7%
0.51%
+1.2%
Q3 2018$987,000
+0.4%
9,559
+1.3%
0.50%
+0.8%
Q2 2018$983,000
-9.9%
9,437
-4.9%
0.50%
+1.2%
Q1 2018$1,091,000
-3.0%
9,920
-5.7%
0.49%
+6.8%
Q4 2017$1,125,000
+8.0%
10,517
-2.0%
0.46%
+1.1%
Q3 2017$1,042,000
+0.2%
10,732
-4.2%
0.45%
-1.7%
Q2 2017$1,040,000
-12.6%
11,198
-18.4%
0.46%
-6.1%
Q1 2017$1,190,000
-16.7%
13,720
-17.1%
0.49%
-19.5%
Q4 2016$1,428,000
+22.5%
16,547
-5.5%
0.61%
+18.9%
Q3 2016$1,166,000
-7.5%
17,505
-13.7%
0.51%
-8.9%
Q2 2016$1,260,000
-9.5%
20,281
-13.7%
0.56%
-19.5%
Q1 2016$1,392,000
-12.1%
23,508
-2.0%
0.70%
-11.9%
Q4 2015$1,583,000
+7.0%
23,981
-1.6%
0.80%
+1.5%
Q3 2015$1,480,000
-23.9%
24,359
-15.2%
0.78%
-7.8%
Q2 2015$1,946,000
+9.9%
28,713
-1.7%
0.85%
+18.2%
Q1 2015$1,770,000
+24.0%
29,214
+28.1%
0.72%
+8.1%
Q4 2014$1,427,000
+36.6%
22,804
+32.1%
0.66%
+22.0%
Q3 2014$1,045,000
+65.6%
17,258
+57.3%
0.54%
+70.3%
Q2 2014$631,000
+86.1%
10,968
+96.5%
0.32%
+78.8%
Q1 2014$339,0005,5820.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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