Clean Yield Group - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,627 filers reported holding JPMORGAN CHASE & CO in Q2 2019. The put-call ratio across all filers is 1.02 and the average weighting 1.1%.

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
Clean Yield Group ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$303,700
-6.2%
2,078
-6.6%
0.14%
+1.5%
Q2 2023$323,604
+11.6%
2,2250.0%0.13%
+7.3%
Q1 2023$289,940
-8.4%
2,225
-5.8%
0.12%
-8.8%
Q4 2022$316,610
+76.9%
2,361
+37.5%
0.14%
+63.9%
Q3 2022$179,000
-7.3%
1,7170.0%0.08%
+3.8%
Q2 2022$193,000
-1.5%
1,717
+19.3%
0.08%
+15.9%
Q1 2022$196,000
-50.5%
1,439
-42.5%
0.07%
-45.7%
Q4 2021$396,000
+28.6%
2,502
+32.9%
0.13%
+25.7%
Q3 2021$308,000
+13.2%
1,883
+7.5%
0.10%
+9.8%
Q2 2021$272,000
+4.2%
1,752
+2.0%
0.09%
-6.1%
Q1 2021$261,000
+16.0%
1,717
-2.8%
0.10%
+21.0%
Q4 2020$225,000
+37.2%
1,767
+3.7%
0.08%
+22.7%
Q3 2020$164,000
+7.2%
1,704
+4.5%
0.07%0.0%
Q2 2020$153,000
-7.8%
1,630
-11.7%
0.07%
-16.5%
Q1 2020$166,000
-81.1%
1,847
-70.7%
0.08%
-71.4%
Q4 2019$879,000
+13.1%
6,306
-4.5%
0.28%
+7.8%
Q3 2019$777,000
+26.3%
6,606
+20.1%
0.26%
+15.3%
Q2 2019$615,000
+16.0%
5,502
+5.1%
0.22%
+3.3%
Q1 2019$530,000
+7.7%
5,237
+4.0%
0.22%
+0.5%
Q4 2018$492,000
-1.2%
5,037
+14.2%
0.21%
+8.1%
Q3 2018$498,000
-11.7%
4,412
-18.5%
0.20%
-15.4%
Q2 2018$564,000
-0.7%
5,412
+4.8%
0.23%
-2.5%
Q1 2018$568,000
-10.8%
5,162
-13.3%
0.24%
-4.8%
Q4 2017$637,000
-6.7%
5,956
-16.8%
0.25%
-9.7%
Q3 2017$683,000
+3.5%
7,1560.0%0.28%
+1.1%
Q2 2017$660,000
+4.9%
7,1560.0%0.28%
+4.2%
Q1 2017$629,000
+133.0%
7,156
+128.9%
0.26%
+117.2%
Q4 2016$270,000
+42.1%
3,126
+9.5%
0.12%
+47.0%
Q3 2016$190,000
+7.3%
2,8560.0%0.08%
+9.2%
Q2 2016$177,000
-1.1%
2,8560.0%0.08%
-5.0%
Q1 2016$179,000
-16.0%
2,856
-12.3%
0.08%
-20.0%
Q3 2015$213,000
-33.6%
3,256
-31.2%
0.10%
-32.0%
Q2 2015$321,000
+11.8%
4,7360.0%0.15%
+19.5%
Q1 2015$287,000
-3.0%
4,7360.0%0.12%
-7.5%
Q4 2014$296,000
+3.9%
4,7360.0%0.13%
-2.9%
Q3 2014$285,000
+4.4%
4,7360.0%0.14%
+1.5%
Q2 2014$273,000
+29.4%
4,736
+36.6%
0.14%
+23.9%
Q1 2014$211,000
+3.9%
3,4680.0%0.11%0.0%
Q4 2013$203,0003,4680.11%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2019
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