PATHSTONE FAMILY OFFICE, 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
PATHSTONE FAMILY OFFICE, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$34,455,141
+318.1%
236,172
+295.3%
0.26%
+113.8%
Q2 2023$8,241,301
+7.1%
59,738
-1.6%
0.12%
-1.6%
Q1 2023$7,692,915
-68.1%
60,703
-72.8%
0.12%
-39.0%
Q4 2022$24,094,577
+44.3%
223,204
+42.2%
0.20%
+35.8%
Q3 2022$16,703,064
+352.7%
157,011
+379.2%
0.15%
+86.4%
Q2 2022$3,689,619
+12.9%
32,767
+45.3%
0.08%
+6.6%
Q1 2022$3,269,000
-20.2%
22,544
-12.8%
0.08%
-25.5%
Q4 2021$4,098,000
+1.4%
25,858
-7.6%
0.10%
-13.6%
Q3 2021$4,041,000
+10.2%
27,990
+18.7%
0.12%
+7.3%
Q2 2021$3,668,000
+25.7%
23,585
+23.1%
0.11%
+11.1%
Q1 2021$2,917,000
+28.1%
19,161
+6.9%
0.10%
+5.3%
Q4 2020$2,277,000
+293.9%
17,916
+198.2%
0.09%
+49.2%
Q3 2020$578,000
-6.0%
6,008
-8.2%
0.06%
-13.7%
Q2 2020$615,000
+23.0%
6,548
+17.8%
0.07%
+2.8%
Q1 2020$500,000
-92.4%
5,559
+17.7%
0.07%0.0%
Q4 2019$6,582,000
+954.8%
4,722
-10.9%
0.07%
-12.3%
Q3 2019$624,000
-68.9%
5,300
-70.5%
0.08%
-65.8%
Q2 2019$2,007,000
+20.8%
17,944
+9.3%
0.24%
+12.3%
Q1 2019$1,661,000
+512.9%
16,418
+491.2%
0.21%
+170.5%
Q4 2018$271,000
+67.3%
2,777
+94.2%
0.08%
+52.9%
Q3 2018$162,000
-70.7%
1,430
-73.0%
0.05%
-87.5%
Q2 2018$552,000
+131.9%
5,290
+144.5%
0.41%
+206.0%
Q1 2018$238,000
+52.6%
2,164
+48.3%
0.13%
+54.7%
Q4 2017$156,000
+14.7%
1,459
+2.0%
0.09%
-30.1%
Q3 2017$136,000
-75.3%
1,430
-76.3%
0.12%
-47.0%
Q2 2017$550,000
+4.6%
6,027
+0.9%
0.23%
-20.0%
Q1 2017$526,000
-2.0%
5,974
-5.8%
0.29%
-15.2%
Q4 2016$537,000
+477.4%
6,339
+350.5%
0.34%
+256.2%
Q3 2016$93,000
+1.1%
1,407
-5.4%
0.10%
+10.3%
Q2 2016$92,000
+19.5%
1,487
+15.5%
0.09%
-44.2%
Q1 2016$77,000
+755.6%
1,287
+758.0%
0.16%
+550.0%
Q3 2015$9,000
-89.0%
150
-89.0%
0.02%
-78.6%
Q3 2014$82,000
+331.6%
1,362
+273.2%
0.11%
+36.6%
Q3 2013$19,000
-73.2%
365
-73.1%
0.08%0.0%
Q2 2013$71,0001,3580.08%
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