USCA RIA 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
USCA RIA LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2021$20,335,000
+6.3%
130,738
+4.0%
1.23%
-1.9%
Q1 2021$19,134,000
+28.4%
125,691
+7.2%
1.26%
+20.3%
Q4 2020$14,902,000
+24.2%
117,272
-5.9%
1.05%
+11.3%
Q3 2020$11,995,000
+4.0%
124,596
+1.7%
0.94%
-7.8%
Q2 2020$11,529,000
-60.2%
122,567
-61.9%
1.02%
-10.6%
Q1 2020$28,970,000
+114.2%
321,787
+231.7%
1.14%
-5.6%
Q4 2019$13,523,000
+18.1%
97,007
-0.3%
1.21%
+7.4%
Q3 2019$11,451,000
+23.8%
97,300
+17.6%
1.13%
+19.9%
Q2 2019$9,248,000
+25.4%
82,720
+13.6%
0.94%
+17.1%
Q1 2019$7,373,000
+4.8%
72,831
+1.0%
0.80%
-14.3%
Q4 2018$7,038,000
+14.2%
72,100
+32.0%
0.94%
+49.0%
Q3 2018$6,164,000
+1.2%
54,623
-6.5%
0.63%
-4.0%
Q2 2018$6,089,000
-4.6%
58,439
+0.7%
0.65%
-7.0%
Q1 2018$6,380,000
+13.1%
58,015
+9.9%
0.70%
+12.8%
Q4 2017$5,643,000
+27.5%
52,765
+9.0%
0.62%
+8.7%
Q3 2017$4,425,0000.0%48,4110.0%0.57%
+1.1%
Q2 2017$4,425,000
+13.6%
48,411
+9.2%
0.57%
-0.7%
Q1 2017$3,895,000
+29.8%
44,342
+27.6%
0.57%
+23.6%
Q4 2016$3,000,000
-29.8%
34,764
-45.8%
0.46%
-34.7%
Q3 2016$4,272,000
+102.0%
64,157
+88.5%
0.71%
+99.4%
Q2 2016$2,115,000
+19.7%
34,038
+14.1%
0.36%
+10.6%
Q1 2016$1,767,000
-6.9%
29,829
+3.8%
0.32%
-21.7%
Q4 2015$1,898,000
+17.4%
28,743
+8.4%
0.41%
+1.0%
Q3 2015$1,617,000
-11.1%
26,525
-1.2%
0.41%
-15.8%
Q2 2015$1,819,000
-0.9%
26,848
-11.4%
0.48%
-2.0%
Q1 2015$1,835,000
+1.6%
30,290
+5.0%
0.49%
-1.4%
Q4 2014$1,806,000
+2.4%
28,852
-1.4%
0.50%
-7.1%
Q3 2014$1,763,000
+14.9%
29,267
+9.9%
0.54%
+4.5%
Q2 2014$1,534,000
+1.8%
26,621
+7.3%
0.51%
-5.0%
Q1 2014$1,507,000
+5.3%
24,819
+1.4%
0.54%
-5.3%
Q4 2013$1,431,000
+14.0%
24,476
+0.8%
0.57%0.0%
Q3 2013$1,255,000
+0.5%
24,279
+2.6%
0.57%
-8.9%
Q2 2013$1,249,00023,6690.63%
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