SFMG, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
SFMG, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,175,039
-1.0%
14,998
-0.7%
0.22%
-0.9%
Q2 2023$2,195,986
+9.3%
15,099
-2.1%
0.23%
+4.6%
Q1 2023$2,009,597
-4.4%
15,422
-1.6%
0.22%
-7.3%
Q4 2022$2,101,601
+30.3%
15,672
+0.6%
0.23%
+23.9%
Q3 2022$1,613,000
-6.5%
15,572
+1.6%
0.19%
-6.0%
Q2 2022$1,725,000
-10.1%
15,322
+8.9%
0.20%
+5.3%
Q1 2022$1,918,000
-14.5%
14,070
-0.6%
0.19%
-12.8%
Q4 2021$2,242,000
-1.5%
14,159
+1.8%
0.22%
-13.8%
Q3 2021$2,277,000
+2.7%
13,913
-2.4%
0.25%
+2.8%
Q2 2021$2,218,000
+3.5%
14,260
+1.3%
0.25%
-0.8%
Q1 2021$2,143,000
+18.7%
14,080
-0.9%
0.25%
+8.3%
Q4 2020$1,806,000
+79.7%
14,213
+36.2%
0.23%
+64.7%
Q3 2020$1,005,000
+28.2%
10,438
+25.2%
0.14%
+24.1%
Q2 2020$784,000
+5.2%
8,339
+0.8%
0.11%0.0%
Q1 2020$745,000
-48.7%
8,276
-20.5%
0.11%
-37.1%
Q4 2019$1,452,000
+18.1%
10,416
-0.2%
0.18%
+7.2%
Q3 2019$1,229,000
+1.9%
10,440
+0.6%
0.17%
+1.2%
Q2 2019$1,206,000
+18.1%
10,380
+2.9%
0.16%
+10.8%
Q1 2019$1,021,000
-1.9%
10,084
-5.4%
0.15%
-11.9%
Q4 2018$1,041,000
-0.5%
10,665
+10.5%
0.17%
+4.3%
Q3 2018$1,046,000
+5.2%
9,653
+1.1%
0.16%0.0%
Q2 2018$994,000
-3.4%
9,544
+2.0%
0.16%
-7.5%
Q1 2018$1,029,000
+13.6%
9,360
+10.4%
0.17%
+16.0%
Q4 2017$906,000
+12.4%
8,476
+0.5%
0.15%
-5.1%
Q3 2017$806,000
+4.7%
8,436
+0.2%
0.16%
-1.2%
Q2 2017$770,000
+5.3%
8,422
+1.2%
0.16%
+8.1%
Q1 2017$731,000
+1.4%
8,324
-0.4%
0.15%
-3.9%
Q4 2016$721,000
+31.6%
8,356
+1.5%
0.15%
+28.3%
Q3 2016$548,000
+11.2%
8,234
+3.8%
0.12%
+9.1%
Q2 2016$493,000
+68.3%
7,930
+60.5%
0.11%
+69.2%
Q1 2016$293,000
-21.0%
4,942
-12.1%
0.06%
-23.5%
Q4 2015$371,000
+18.9%
5,621
+9.9%
0.08%
+13.3%
Q3 2015$312,000
-9.6%
5,116
+0.4%
0.08%
-2.6%
Q2 2015$345,000
-66.6%
5,096
-70.1%
0.08%
-8.3%
Q1 2015$1,034,000
+245.8%
17,071
+257.5%
0.08%
+25.4%
Q4 2014$299,000
-13.8%
4,775
-17.2%
0.07%
-38.5%
Q3 2014$347,000
+73.5%
5,767
+68.7%
0.11%
+58.0%
Q4 2013$200,0003,4180.07%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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