ROCKY MOUNTAIN ADVISERS, 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
ROCKY MOUNTAIN ADVISERS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,300,945
+10.9%
57,240
-0.3%
4.05%
+1.5%
Q2 2023$7,485,006
+99900.1%
57,4400.0%3.99%0.0%
Q1 2023$7,485
-2.8%
57,4400.0%3.99%
-6.7%
Q4 2022$7,703
-99.9%
57,440
-0.1%
4.27%
-45.4%
Q3 2022$6,010,000
-7.2%
57,516
+0.0%
7.82%
-2.0%
Q2 2022$6,474,000
+50.8%
57,491
+82.6%
7.98%
+67.7%
Q1 2022$4,292,000
-13.9%
31,487
+0.0%
4.76%
-15.9%
Q4 2021$4,985,000
-3.3%
31,484
+0.0%
5.66%
-9.7%
Q3 2021$5,153,000
+5.2%
31,480
+0.0%
6.27%
+2.9%
Q2 2021$4,896,000
+2.2%
31,477
+0.0%
6.10%
-10.5%
Q1 2021$4,791,000
+18.3%
31,474
-1.2%
6.82%
+1.8%
Q4 2020$4,050,000
+33.7%
31,871
+1.3%
6.70%
+15.0%
Q3 2020$3,029,000
+2.0%
31,459
-0.3%
5.83%
-21.1%
Q2 2020$2,969,000
+6.9%
31,563
+2.3%
7.38%
-4.4%
Q1 2020$2,778,000
+493.6%
30,858
+818.9%
7.72%
+414.2%
Q4 2019$468,000
+18.5%
3,3580.0%1.50%
+12.8%
Q3 2019$395,000
+5.3%
3,3580.0%1.33%
+4.1%
Q2 2019$375,000
+10.3%
3,3580.0%1.28%
+6.0%
Q1 2019$340,000
+155.6%
3,358
+147.3%
1.21%
+137.1%
Q4 2018$133,000
+111.1%
1,358
+143.4%
0.51%
+135.6%
Q3 2018$63,000
+8.6%
5580.0%0.22%
-0.5%
Q2 2018$58,000
-4.9%
5580.0%0.22%
-10.3%
Q1 2018$61,000
+1.7%
5580.0%0.24%
+2.1%
Q4 2017$60,000
+13.2%
5580.0%0.24%
+5.3%
Q3 2017$53,000
+3.9%
5580.0%0.22%
-7.4%
Q2 2017$51,000
+4.1%
5580.0%0.24%
+6.1%
Q1 2017$49,000
+2.1%
5580.0%0.23%
-3.8%
Q4 2016$48,000
+29.7%
5580.0%0.24%
+23.3%
Q3 2016$37,000
+5.7%
5580.0%0.19%
+3.8%
Q2 2016$35,000
-20.5%
558
-25.1%
0.19%
-23.5%
Q1 2016$44,000
-10.2%
7450.0%0.24%
-15.6%
Q4 2015$49,000
+8.9%
7450.0%0.29%
+9.1%
Q3 2015$45,000
-10.0%
7450.0%0.26%
-16.2%
Q2 2015$50,000
+11.1%
7450.0%0.32%
+6.1%
Q1 2015$45,000
-4.3%
7450.0%0.30%
-7.2%
Q4 2014$47,000
+4.4%
7450.0%0.32%
-7.8%
Q3 2014$45,000
+4.7%
7450.0%0.35%
+2.4%
Q2 2014$43,000
-4.4%
7450.0%0.34%
-5.8%
Q1 2014$45,000
+2.3%
7450.0%0.36%
-16.9%
Q4 2013$44,0007450.43%
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